Article #000001296
Summary
The system administrator receives an installation failed error when upgrading the AdvoLogix Matter Management package.
Question
Why do I receive the error below when I try to upgrade the Matter Management package?
An unexpected error occurred. Please include this ErrorId if you contact support: xxxxxxxxx-xxxxxx (xxxxxxxxxx) Fee_Arrangement_Dashboards/Fee_Arrangement_Performance: An unexpected error occurred. Please include this ErrorId if you contact support: xxxxxxxxx-xxxxxx (xxxxxxxxxx)
Resolution/Workaround
Looking at the error message provided, I can see there is a dashboard causing this issue. It's called the Fee Arrangement Performance dashboard, and it has a quick action that calls the custom field 'Matter__c.Email_Matter'. The issue is that this field ID cannot be changed due to the master-detail relationship with OutgoingEmail. Thus throwing an error. To resolve this, the recommendation is to either:
- remove the components on the dashboard. The individual components are:
- Fee Arrangements by Delivered Margin
- Fee Arrangements - Lifetime Client Value
- Projected Contingency Revenue by Quarter
- or delete the dashboard
and then you can proceed with the upgrade.