+ Start a Discussion
Shohrat MuhamovShohrat Muhamov 

Lightning experience specialist step 4

Can someone help with this issue please?
User-added image
Best Answer chosen by Shohrat Muhamov
Shohrat MuhamovShohrat Muhamov
Use only one node besides two nodes.

All Answers

NagendraNagendra (Salesforce Developers) 
Hi Shohrat,

Please check with below steps with small updations in your process.
Object - Adventure Package
Start Process- Only when a record is created 

FIRST NODE 

Define Criteria for this Action Group 

Criteria for Executing Actions - Conditions are met 

Set Conditions:

1. [OpportunityLineItem].Oppotunity.StageName Does not equal Cancelled 
2. [OpportunityLineitem].Fulfillment_Created_c Equals False

Conditions - All of the conditions are met (AND) 

IMMEDIATE ACTIONS 

1. Create a Record 

Record Type - Fulfillment 

Set Field Values 

AdventurePackageId -  Reference -[OpportunityLineItem].Id
Adventure Package cost - Reference - [OpportunityLineItem].TotalPrice 
Adventure - Reference -  [OpportunityLineItem].Product2Id
Expedition Leader - Reference -[OpportunityLineItem].Product2.Expedition_Leader_c
Explorer - Reference - [OpportunityLineItem].Explorer_C
Fulfillment Name - Formula -[OpportunityLineItem].Product2.Name + [OpportunityLineItem].Id
Schedule Date -Reference - [OpportunityLineItem].ServiceDate
Status- Picklist - New 
Package -  [OpportunityLineItem].OpportunityId

2. Update Records

Record - [OpportunityLineItem].Opportunity ID 

No criteria just update records 

Set new fields for the records you update 

Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference -  [OpportunityLineItem].Product2.Needs_Waiver_c

3. Update Records 

Record - [OpportunityLineItem]

Criteria for Updating Records - No criteria-just update records 

Set new field values for the records you update 

Fulfilment Created = True 
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference -  [OpportunityLineItem].Product2.Needs_Waiver_c


Evaluate the Next Criteria 

SECOND NODE 

EVALUATE THE NEXT CRITERIA 

Define Criteria for this Action Group 

Criteria for Executing Actions - Conditions are met 

Set Conditions:

1. [OpportunityLineItem].Explorer_c   Is Null  = True 

Conditions - All of the conditions are met (AND)

IMMEDIATE ACTIONS 

Create a Record - Task 

Set Field Values

Assigned to ID - reference- [OpportunityLineItem].Opportunity.OwnerId
Related to ID - reference -[OpportunityLineItem].Opportunity.Id
Priority - Normal 
Status - Not started 
Subject- String - Update explorer 

SCHEDULED ACTIONS 

14 days from now 

Post to Chatter 

User - Select a user from a record - [OpportunityLineItem].Opportunity.Owner.Id

Message:

{![OpportunityLineItem].Opportunity.Name}

{![OpportunityLineItem].Product2.Name}

{![OpportunityLineItem].Id}

Once done with these changes, execute blow lines of code in dev console.

Product2 product = new Product2(name='Half Dome Hike', isActive=true); 
insert product; 
//insert the pricebookentry 
Pricebook2 stdPrice = [Select id from Pricebook2 where isStandard=true limit 1]; 
PricebookEntry pbe = new PricebookEntry( IsActive = true, Product2Id = product.id, UnitPrice = 2.00, Pricebook2Id = stdPrice.Id); 
insert pbe;
For more information please check with below thread. Please mark this as solved if it's resolved.

Regards,
Nagendra.
 
Shohrat MuhamovShohrat Muhamov
Hi Nagendra,

I cannot add Needs Insurance and Needs Waiver fields on second update of first node. There are no such a fields. Would you be able to help me with it please?

Thank you
Shohrat MuhamovShohrat Muhamov
Use only one node besides two nodes.
This was selected as the best answer
Nathan RosensteinNathan Rosenstein
You don't need to add Needs Insurance and Needs Waiver fields on second update of first node.