Projects - Resolving a Critical Error
In WorkflowManager, if a project or task fails the task
and project are displayed with an icon specific for an
error.
If a project or task fails in a project started with a
personal assistant, an email will be sent to the person who
started the project in the personal assistant.
To resolve a project or task critical error proceed to the
Project Details screen, select the project from the display
in the right pane and click to view the project's details.
Follow the same procedure to view a task's details. Access
the progress notes of the project or task to identify the
reason for the critical error. Correct the problem then
change the offending task's status to "reactivated" in the
Task Details screen. Click OK to apply the status change.
Example One
Let's assume that a project's task has an action to send a
delivery message to a Related Contact but that Related
Contact inadvertently was not assigned. The task action will
fail with the following message "Cannot find Contact within
associated project. Unable to resolve ' contact reference '
as a recipient. To fix this problem, correct the error and
then re-activate the task by right-clicking on it in your
task list".
To remedy this error, access the Related Items tab for the
project, select the Contacts Folder, and assign the specific
Related Contact. Refer to Select Contact as Action topic for
details. Reactivate the task to continue with the
project.
Example Two
Let's assume that a project's task has a double-click action
to launch an HTML form but that form has been inadvertently
removed from the Forms folder in the Related Items tab. The
task action will fail with the following message, "Unable to
add an attachment to delivery. The attachment 'form
name.htmlt' may be missing from this project's digital file.
To fix this problem, correct the error and then re-activate
the task by right-clicking on it in your task list".
To remedy this error, access the Related Items tab for the
project, select the Forms folder and add the specific HTML
form by using the drag and drop method. Reactivate the task
to continue with the project.