18 November, 2012

Sales Lead Pipeline Template Mystery

Before directly giving the problem description, let me brief some details regarding Sales Lead Pipeline template. This template belongs Microsoft Fab40 Package and comes under “Server Admin Application Templates”, detail reference: http://blogs.technet.com/b/praveenh/archive/2010/12/17/fantastic-40-application-templates-for-sharepoint-wss-amp-moss.aspx

Problem Description:
User created a Website with the Template "Sales Lead Pipeline". It works well, but there is a Workflow inside this Template to convert leads to accounts. This workflow only work with the side admin account (i.e. only for site collection administrators), all other accounts became an "access denied".

We can enter sales leads into the site but when we push the convert button, or use the convert workflow "Access Denied" is returned. User is a member of both the associated members and owners groups. So now the questions is-Do we really required to be a part of site collection admin group?

Which states that this is a bug in this template and there are some steps by which we can fix this.

Resolution Steps:
1)    Open your sales site with SharePoint Designer
2)    Go to the workflows
3)    Click on the "Convert" workflow with the right button
4)    Click on "Publish selected file"
5)    Choose any location
6)    Click publish

If you have any queries/questions regarding the above mentioned information then please let me know. Thank you.

5 comments:

  1. I am looking to implement this template, does it work with Sharepoint 2010 ?

    ReplyDelete
  2. Microsoft is not releasing new versions of these templates for SharePoint 2010 Products. Also, .stp files are deprecated and can't be used to create new sites when you upgrade to SharePoint Server 2010 or SharePoint Foundation 2010. For additional information, see http://blogs.technet.com/b/tothesharepoint/archive/2010/08/18/sharepoint-2010-products-upgrade-and-the-fabulous-40-application-templates.aspx

    ReplyDelete
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