• Ken Millard 3
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Stuch on challenge 4 for the 3rd day now. Can anybody who recently completed the challenge have a look at this:

Object: Adventure Package
Only when the record is created

Criteria Name: Criteria 
Criteria for Executing Actions*  Conditions are met
a) [OpportunityLineItem].Opportunity.StageName does not equal Cancelled
b) [OpportunityLineItem].Fulfillment_State__c does not equal Created
c)  [OpportunityLineItem].Explorer__c Is null False 
Conditions* All of the conditions are met (AND)
 
IMMEDIATE ACTIONS

1.Update records

Action name: Update Adventure Package
Record* [OpportunityLineItem]
 
Criteria for Updating Records*
No criteria—just update the records!
Set new field values for the records you update
Fulfillment Created Boolean True
Fullmiment State Picklist Created
 
2. Update Records

Action Name* Insurance and Waiver update
Record* [OpportunityLineItem].Opportunity ID
 
Criteria for Updating Records*
No criteria—just update the records!
 
Set new field values for the records you update:
Needs Insurance   [OpportunityLineItem].Product2.Needs_Insurance__c
Needs Waiver  [OpportunityLineItem].Product2.Needs_Waiver__c
 
3. Create a Record

Action Name* Task
Record Type*Task
Set Field Values
Assigned To ID [OpportunityLineItem].Opportunity.OwnerId
Priority Normal
Status Not Started
Subject Get on this!
 
4. Create a Record 

Action Name*  Fulfillment Creation
Record Type* Fulfillment
 
AdventurePackageId  [OpportunityLineItem].Id
Adventure Package Cost  [OpportunityLineItem].TotalPrice
Adventure [OpportunityLineItem].Product2.Id
Expedition Leader  [OpportunityLineItem].Product2.Expedition_Leader__c
Explorer  [OpportunityLineItem].Explorer__c
Fulfillment Name   [OpportunityLineItem].Name + [OpportunityLineItem].Product2.Id
Opportunity  [OpportunityLineItem].OpportunityId
Schedule Date  [OpportunityLineItem].ServiceDate
Status New
SCHEDULED ACTIONS
14 Days from now
 
Post to Chatter
Action Name* Chatter Reminder
Post to* User* [OpportunityLineItem].Opportunity.Owner.Id
 
Message*
{![OpportunityLineItem].Opportunity.Name}
{![OpportunityLineItem].Product2.Name}
{![OpportunityLineItem].Id}

User-added image