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Crazy Developer
Lighting Superbadge #4 - Automate the creation of fulfillments
Please help
Challenge Not yet complete... here's what's wrong:
The Fulfillment Creation process does not appear to be working properly. Please check that your fulfillment was created with all of the proper field value specified in the requirements.
Reference = Adventure Package Object to start 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
3. [OpportunityLineitem].Explorer__c is null 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
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
Fulfilment State = Created
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 = False
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}
Challenge Not yet complete... here's what's wrong:
The Fulfillment Creation process does not appear to be working properly. Please check that your fulfillment was created with all of the proper field value specified in the requirements.
Reference = Adventure Package Object to start 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
3. [OpportunityLineitem].Explorer__c is null 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
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
Fulfilment State = Created
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 = False
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}
Please refer below link for a similar issue which has the solution marked as best answer.
https://developer-salesforce-com.firelayers.net/forums/?id=906F0000000kEhBIAU
Hope this helps you!
Please mark it as Best Answer if my reply was helpful. It will make it available for other as the proper solution.
Thanks and Regards
Sandhya
That best answer seems outdated from June 21st prepatch. Also, I have read every thread but still struggling.
Also, how do you select Needs Insurance & Needs waiver on [OpportunityLineItem] ? Those fields are NOT available.
For...
"
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
"