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Dan BroussardDan Broussard 

Set Case to Escalated Trailhead Issue

Help again!
https://developer.salesforce.com/trailhead/force_com_admin_intermediate/business_process_automation/workflow

I receive the error that the workflow does not function properly with no reason given for failure.

When I actually use the work flow, all the changes required are accomplished when the prioriry is set to HIGH. The STATUS is elevated to escalated, a task is created for the case owner (me). I have reviewed many times this workflow and cannot determine the cause of the failure.

Here below is a copy of the detail from the workflow. (Why would it work in an actual situation but not pass the test???)

Rule Criteria    
(Case: Closed EQUALS False) AND (Case: Priority EQUALS High)
Evaluation Criteria    Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria

TASK
Assigned To     Case Owner
*Subject    Follow Up on Escalated Case       
Unique Name    Follow_Up_on_Escalated_Case   
Due Date    Rule Trigger Date   Plus  0  days       
Protected Component    (Not Checked)

FIELD UPDATE
Name        Set Case to Escalated
Unigue Name     Set_Case_to_Escalated      
Object    Case          
Field to Update    Case: Status
Field Data Type    Picklist
Re-evaluate Workflow Rules after Field Change    

Picklist Options
The value above the current one  NOT CHOSEN
The value below the current one  NOT CHOSEN
A specific value      Escalated       ****CHOSEN From Picklist****

 
Best Answer chosen by Dan Broussard
Sandeep BhanotSandeep Bhanot

Hi Dan,
The challenge requirements state that:
"The Field Update action must set the 'Escalated' checkbox field to true."
From the description that you've posted, looks like your 'Set Case to Escalated' rule is updating the 'Status' field of the Case object instead. If you change that to update the 'Escalated' field instead, you should be able to pass the challenge. 
Hope this helps!

Sandeep

All Answers

Sandeep BhanotSandeep Bhanot

Hi Dan,
The challenge requirements state that:
"The Field Update action must set the 'Escalated' checkbox field to true."
From the description that you've posted, looks like your 'Set Case to Escalated' rule is updating the 'Status' field of the Case object instead. If you change that to update the 'Escalated' field instead, you should be able to pass the challenge. 
Hope this helps!

Sandeep

This was selected as the best answer
Dan BroussardDan Broussard
Sandeep, Thank You!
In checking my Case Object just now after your help, I did not find a "Escalated" checkbox. I had worked with a Case Object before this and my page layout did NOT have the "Escalated" checkbox. I see it now. Drove me crazy.
Thank you again!