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Troubleshooting

I updated the contract in Oneflow, but it hasn't been updated in Dynamics.


Make sure that you've authorized your Dynamics environment with Oneflow.  

Go to https://app.oneflow.com/admin/account/extensions/dynamics-crm and proceed with the 'Authorization with Dynamics' step (online instances only):

If you did that but still do not receive any updates, please get in touch with Oneflow support or use a fallback and turn on auto-sync for opportunities:

  • Go to your dynamics instance and open 'advanced find.'
  • Search for the 'Oneflow Entities' entity and open an 'Opportunity' record.
  • Set 'Enable auto-sync' field to 'Yes' and save the record: 


Now, each time you go to your opportunity record and refresh the form, you'll be able to see updates for your contract. 




I created a contract in Oneflow using a different extension, but it didn't appear in Dynamics.


At this moment, we don't support the synchronization of contracts created in Oneflow or through other extensions back to Dynamics.




My template in Oneflow has several product tables. Can I transfer products from Dynamics to a Oneflow contract that is based on this template?


No, that is not possible at the moment. If you want to transfer products from Dynamics to your Oneflow contract, your template should contain only 1 product table.




My template has several pdf/attachment sections. Can I  transfer a pdf/attachment from Dynamics to contract based on this template?


No, that is not possible at the moment. If you want to transfer attachments or expand a PDF from Dynamics to your Oneflow contract, your template should contain only one appropriate section.




How many participants can I add to one contract?


You can add up to 10 participants to each contract you create through Dynamics extension.




How many contracts can I create for an opportunity?


At this moment, you can create up to 10 contracts per opportunity in your Dynamics environment.




I want to change the fields Dynamics extension takes participant/party information from, like organization number or a phone/email of the participant. How can I do that? 


You can do this on your Oneflow Settings page. Just go to Advanced Settings and find the Oneflow Settings page: 

Proceed to the  last step, where you can map the contact/account fields we use for participant information to any other fields you like: 



Can I remap fields for datafields in my template?


At this moment, this is not possible.




Can I change the way the products are transferred from Dynamics to Oneflow?


If you're a Dynamics developer or have in your team, then yes! Feel free to refer to (Developers only) Changing the implementation logic of passing the products from Dynamics to Oneflow for more details.


I cannot create a contract from a custom entity.


If you receive the following message when creating a contract from a custom entity, it means that the record for the entity where you placed the Oneflow widget does not exist. 

Please, create a new record for this entity and save it before creating a contract. When the new record is created and saved, the Create contract button should display:


I get the "Company and contract are missing" message when creating a contract from a custom entity.


If you receive the following message after clicking the Create Contract button on a custom entity record, it means that there is no company or contact associated with your entity.

To fix this, you need to select an Account or a Contact directly on the entity page.


I get the "No permissions to access collections with Dynamics templates" message when creating a contract from a custom entity.


If you receive the following message when creating a contract from a custom entity, it means that the corresponding collections have not been enabled for your account. 

To enable the collections for your account, please go to the Oneflow Workspaces page and set up your account accordingly. If you don't have access to this page, please contact your Oneflow admin to make this for you. 


I cannot select a contact when creating a contract from a custom entity.


If you find that the checkbox to select a contact is disabled, and there is a warning sign next to the contact name when creating a contract from a custom entity, this means that some required information is missing for this contact.


The system provides the following validation of contact data required for creating a contract:

  • Only 10 contacts can be selected for one contract.

  • The email is valid if it is specified.

  • The email is specified if the user selects a template with the Email delivery channel or Email verification two-step authentication method.

  • The phone number is specified if the user selects a template with the SMS delivery channel or the SMS verification two-step authentication method.

  • The Phone number is in the E.164 format (country code with '+') if the user selects a template with the SMS delivery channel or the SMS verification two-step authentication method.


I see the "Contacts cannot be displayed for this entity" message when creating a contract from a custom entity.


If you see the following message in the contact card instead of the contract contacts, it means that the Activities is not enabled for this entity.

To enable Activities, please follow the steps described in Step 2 of the Create a contract from a custom entity article.


I see the "Products will not be transferred" message when transferring products to my contract. 


If you see the following message when creating a product contract from a custom entity, it means that there are no product tables or there are several of them in the Oneflow contract template. In this case, products will not be added to the contract.

To resolve this issue, please make sure that the Oneflow contract template contains precisely one Product table section. Please, check out the Create contracts with products section for more information.


I see the "Attachments/PDFs will not be transferred" message when adding attachments/PDFs to my contract.


If you see the following or a similar message when creating a contract with attachments/PDFs from a custom entity, it means that there are no Attachment/PDF sections or there are several of them in the Oneflow contract template. In this case, attachments/PDFs will not be added to the contract.

To resolve this issue, please make sure that the Oneflow contract template contains precisely one Attachment/PDF section. Please, check out the Add attachments and a PDF to the contract section for more information.


I see the "Attachments/PDFs are not supported for this entity" message when adding attachments/PDFs to my contract.


If you see the following message when creating a contract with attachments/PDFs from a custom entity in the Create contract window, it means that Notes are not enabled for this entity. 

To enable Notes, please follow the steps described in Step 2 of the Create a contract from a custom entity article.

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