Troubleshooting Project Publishing Issues
When you publish Projects to Service Board, you may encounter the following errors.
Work orders are created on Salesforce but no jobs are created on Service Board.
One typical cause of this issue is that real-time sync filtering for work orders blocks Work Order sync to Service Board. To troubleshoot:
• Check that Notify Service Board for Work Order in the relevant process builder is active.
• Review the conditions configured for the relevant process builder for publishing platform events for Work Orders, and ensure that Work Order created from project tasks are not filtered out.
Additionally, real-time sync can sometimes fail due to data issues. To troubleshoot, find and fix any data errors, and then retry the failed
SB Outbound Queue record on Salesforce to run sync again. For more information, see
Troubleshooting Real-Time Sync Configuration Errors.
This error can also occur in cases where
Work Order records are properly synchronized, but user access is blocked by
Data Access Rules (DAR). For more information, see
Creating Data Access Rules in
Max for Administrators.Missing or invalid status mapping in Workflow State Conversion configuration. Please contact system administrator.
To troubleshoot, ensure that Workflow State Conversions between Jobs and Appointments are properly configured and tested in Service Board. When Projects are published, Appointments are automatically created, and status changes for Appointments and Jobs depend on proper configuration.
Currency ISO Code: invalid currency code: HKD
This is an example of a currency error returned by Salesforce. To troubleshoot, check that the Currency field in the Microsoft Project (.mpp) file is available and active in the associated Salesforce org configuration.
OwnerId: owner cannot be blank
This is an example of a field error returned by Salesforce. When a Salesforce Work Order has missing or invalid required or custom field values, Project publishing fails during Work Order creation.
The Project Task to WorkOrder Template transform template supports custom field mappings. To troubleshoot, check that field values are properly configured in this transform template.
Project publishing times out.
Following is a typical error message for this issue:
25 out of the 30 total work orders created for project tasks have not been synchronized to Service Board. Please publish the project again or contact system administrator.
This error can be caused by slow network speeds. Typically, you can resolve this issue by publishing the Project again. However, this issue can also be caused by data sync failures. See the first error in this topic for steps to follow.
Dependency validation does not work.
Dependency validation is not triggered for project tasks marked as Manually Scheduled. Start dates for manually scheduled tasks are not changed by incoming dependencies or constraints. Additionally, manually scheduled parent tasks are unaffected by child tasks, and their behavior is identical to other normal tasks.
For more information: