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    Unable to convert Lead that is in use by workflow

    Posted by Parul on August 29, 2018 at 6:47 AM

    When you got this kind of error Unable to convert Lead that is in use by workflow and how to resolve without deactivate workflow?

    shariq replied 7 years, 4 months ago 4 Members · 3 Replies
  • 3 Replies

  • Anjali

    Member
    August 29, 2018 at 7:03 AM

    Hi Parul,

    'Unable to convert lead that is in use by workflow.'This error will appear if any of the following conditions are met:

    1.  There is a time-based workflow action pending that is related to the Lead. Or, there is a Process Builder with a time-based action pending that is related to the Lead.
    2. The Lead that you are trying to convert is currently in an Approval Process.
    3.  This error can also be seen post-conversion, if a workflow gets triggered and one of its field update actions changes a field that is referenced in a validation rule.

  • chanchal kumar

    Member
    August 29, 2018 at 7:19 AM

    Hello Parul,

    You should check is there any time-based workflows by navigated to Setup>Process Automation>Flows,

    so that you get a list of Paused and Waiting interviews related to a workflow for Leads that you had deactivated,

    delete everything in that queue and try again.

  • shariq

    Member
    September 16, 2018 at 1:11 PM

    Hi,

    Solution - 

    You could probably add a checkbox field to the Lead page layout and have the user check the checkbox if they get the error.

    Be sure to add that to your process as part of the criteria: ISBLANK(Checkbox_Field__c) that way, anything with a "check" is excluded.

    Hope this helps.

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