Job Automation: Fejlfinding

Sometimes, an automated action might fail—a job isn’t added to a pipeline automatically or an automation doesn’t work when a job is automoved til en ny scene, for eksempel.

You’ll always get a notification in your Inbox+ when an automation fails. There’s always a reason behind why it failed—and a way to fix it. Read on to learn how to troubleshoot.

Dækket her:

• Send e-mail-automatisering mislykkedes
• Andre problemer med jobautomatisering

Send e-mail-automatisering mislykkedes

• "Kan ikke sende e-mail. Der er ingen tilknyttede kontakter med 'Notify' slået til."
• "'Fra'-feltet er tomt i e-mail-skabelonen"
• "Den angivne afsender kan ikke sende e-mails. Tjek venligst handlingsindstillingerne"
• "Den angivne afsender har ikke tilladelse til at sende e-mails fra sin e-mailkonto"

"Kan ikke sende e-mail. Der er ingen tilknyttede kontakter med 'Notify' slået til."

What went wrong: A job with a Send Email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the job is for an account that is still offline (the user of the account cannot receive email from TaxDome until they have activated the account).

The fix: In the Failed to add Jobs to Pipeline box, click on the account name, go to the Info tab, then invite the client to use their TaxDome portal by turning the LOGIN toggle on (to see detailed instructions, go here).

"'Fra'-feltet er tomt i e-mail-skabelonen"

What went wrong: A job with a Send Email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the email template’s From field wasn’t filled in.

Løsningen: Indtast afsenderens navn i skabelonens Fra-felt (se her for flere detaljer).

"Den angivne afsender kan ikke sende e-mails. Tjek venligst handlingsindstillingerne"

What went wrong: A job with a Send Email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the team member who sent the email either (1) hasn’t synced their email with TaxDome or (2) entered a name that doesn’t match their own in the email template.

Løsningen: Teammedlemmet skal enten (1) synkronisere sin e-mail eller (2) ændre navnet på afsenderen i e-mailskabelonen, så det matcher deres eget (se her for flere detaljer).

"Den angivne afsender har ikke tilladelse til at sende e-mails fra sin e-mailkonto"

What went wrong: A job with a Send Email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the team member named as the sender actually did not allow other team members to send emails on their behalf.

Løsningen: Teammedlemmet skal tillade andre teammedlemmer at sende e-mails på deres vegne i indstillingerne for e-mailsynkronisering (se her for flere detaljer).

Andre problemer med jobautomatisering

• "Kan ikke oprette opgave, fordi forfaldsdatoen allerede er overskredet"
• "Send besked: "Afsenderens tilladelser giver dig ikke mulighed for at udføre denne handling"
• “Some messages were not sent. The following accounts are in status Offline, so we couldn’t send messages to them”
• "Opret forslag: "Forbudt handling! Dine brugerrettigheder tillader dig ikke at udføre denne handling"
• "Der er ingen tilknyttede kontakter med 'Signatory authority' slået til"

"Kan ikke oprette opgave, fordi forfaldsdatoen allerede er overskredet"

What went wrong: A job with a Send Task automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the due date specified in the task template has already expired.

Løsningen: Ændr forfaldsdatoen i opgaveskabelonen(se hvordan), eller brug relative datoer ved at slå Absolutte datoer fra.

Send besked: "Afsenderens tilladelser giver dig ikke mulighed for at udføre denne handling"

What went wrong: A job with a Send Message automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the employee named as the sender in the message template either (1) doesn’t have access rights to view all clients or (2) is not assigned to the account the message is for.

Løsningen: (1) Giv det teammedlem, der er angivet som afsender i e-mailskabelonen, adgangsrettigheder til at se alle klienter (sehvordan), eller (2) skift navn på afsenderen(se hvordan).

“Some messages were not sent. The following accounts are in status Offline, so we couldn’t send messages to them”

What went wrong: A job with a Send Message automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the job is for an account that is offline (the users of this account cannot receive notifications emails until it is activated).

The fix: In the Failed to add Jobs to Pipeline box, click on the account name, go to the Info tab, then either invite the client to use their TaxDome portal by turning the LOGIN toggle on (to see detailed instructions, go here).

Opret forslag: "Forbudt handling! Dine brugerrettigheder tillader dig ikke at udføre denne handling."