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Support Article

Error occurs while importing Opportunity B2B data

SA-67052

Summary



When using Pega Sales Automation for Insurance 7.4 on Pega 7.4, error occurs while importing Opportunity B2B data.


Error Messages



The deferred save failed with the following exception

com.pega.pegarules.pub.clipboard.InvalidReferenceException: The reference .Forecast(1) is not valid. Reason: FUAInstance-NullMyStepPage
at com.pegarules.generated.activity.ra_action_crmforecastbuildinitialforecastlevel_4026dc64f93fffbe9e1dfe8926583726.step2_circum0(ra_action_crmforecastbuildinitialforecastlevel_4026dc64f93fffbe9e1dfe8926583726.java:286) ~[?:?] 
at com.pegarules.generated.activity.ra_action_crmforecastbuildinitialforecastlevel_4026dc64f93fffbe9e1dfe8926583726.perform(ra_action_crmforecastbuildinitialforecastlevel_4026dc64f93fffbe9e1dfe8926583726.java:93) ~[?:?] 
at com.pega.pegarules.session.internal.mgmt.Executable.doActivity(Executable.java:3421) ~[prprivate.jar:?]


Steps to Reproduce

  1. Navigate to Tools > Opportunity > CSV file.
  2. Select SA_Opportunity template and import.


Root Cause



A defect in Pegasystems’ code or rules. 

The PageName parameter, WorkPage, was not recognized. Hence, the Null Step Page error occurred.


Resolution



Perform the following local-change:
  1. Copy the CrmForecastBuildPageList activity to the application ruleset.
  2. Add WorkPage as the Step-Page in Step 6.

Published January 17, 2019 - Updated December 2, 2021

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