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Create a workflow rule that will update a field.
In some instances, a case must automatically escalate. Create a workflow rule that will set the escalated flag and send a task to the case owner if a case is not closed and its priority is set to High.
NOTE: Since Workflow rules only fire on record save, normally you would implement this with a time-triggered workflow action.
The workflow rule must be called 'Case Escalate on High Priority'.
The workflow rule must be tied to Case and fire when it is not closed and the Priority is updated to 'High'.
The workflow rule must evaluate on create and when is doesn't meet the criteria but is edited to meet the criteria.
The rule should fire a Field Update action called 'Set Case to Escalated'.
The Field Update action must set the 'Escalated' checkbox field to true.
The rule should fire an Assign Task action with a subject of 'Follow Up on Escalated Case'.
The Assign Task action must assign a task to the owner of the Case.
The Task should have a due date of 'Rule Trigger Date', status 'Not Started' and Priority 'Normal'.
I am having trouble Creating a workflow rule field for this challenge. Can someone please let me know what FIELD, OPERATOR AND VALUE I am suppose to create for this workflow to work
NOTE: Since Workflow rules only fire on record save, normally you would implement this with a time-triggered workflow action.
The workflow rule must be called 'Case Escalate on High Priority'.
The workflow rule must be tied to Case and fire when it is not closed and the Priority is updated to 'High'.
The workflow rule must evaluate on create and when is doesn't meet the criteria but is edited to meet the criteria.
The rule should fire a Field Update action called 'Set Case to Escalated'.
The Field Update action must set the 'Escalated' checkbox field to true.
The rule should fire an Assign Task action with a subject of 'Follow Up on Escalated Case'.
The Assign Task action must assign a task to the owner of the Case.
The Task should have a due date of 'Rule Trigger Date', status 'Not Started' and Priority 'Normal'.
I am having trouble Creating a workflow rule field for this challenge. Can someone please let me know what FIELD, OPERATOR AND VALUE I am suppose to create for this workflow to work
The closed field is a check box that is checked (which means it is set to 'True') for closed cases.
Can you please send me a screen shot I keep getting an error message of : Case escalation failed to execute correctly.
Thanks
I am having some issues completing this challenge. I have performed the tasks precisely but I am still getting an error which reads "The 'Follow Up on Escalated Case' Workflow assign task action was not found."
Here are my screen shots, if anyone could help me figure out what I have done wrong that would be greatly appreciated!
Thanks
Evaluate the rule when a record is:
created
created, and every time it’s edited
X created, and any time it’s edited to subsequently meet criteria
The solution
1.- The workflow rule must be called 'Case Escalate on High Priority'
save
2.- in the Workflow Actions tab, click Edit
3.- Assign Task action with a subject of "Follow Up on Escalated Case"
save
4.- The rule should fire a Field Update action called 'Set Case to Escalated'.
save
5.- Click in the button "Activate"
I hope will be useful
Good solution.
Regards...
I've been stuck on the exact same issue. I've copied Monse's solution from scratch and even created a new and clean developer org to do the same. But still I get the message:
Challenge Not yet complete... here's what's wrong:
The 'Case Escalate on High Priority' Workflow rule was not found. Either it was not created, not associated with Case, or not activated.
Perhaps I'm missing something, but I just got in touch with a colleague who used the exact same solution when he did the same trailhead earlier (we went over all the fields).
So does anyone have a clue what I'm missing? Or is it a bug in the validation system?
Here are the screens:
Thanks a lot in advance!
Rocco
Please check if you have activated Workflow Rule
Regards,
Ruchir
Also be certain that the naming is excactly as the task say.
I had forgotten capital letter in one of mine, and then it did not work.
Thanks for your suggestions.
Unfortunately, I did have the workflow rule active and I copy/pasted the names from the challange to the fields (and I took care there were nog leading or trailing blancs etc...)
It's not that complicated a challange, so I'm still at a loss to figure out what's wrong.
Cheers,
Rocco
This is the error message that keeps coming up (when the rule is acitvated):
Challenge Not yet complete... here's what's wrong:
The 'Set Case to Escalated' Workflow field update action was not found.
The error message you get are:
The 'Set Case to Escalated' Workflow field update action was not found.
The name you have are:
Yes, you're right! Just changed it to lower case, but didn't make a difference. Still the same error message.
Then I deleted the entire step and wanted to re-enter it, but now it says Error: This Unique Name already exists or has been previously used. Please choose a different name.
I guess I have to wait for a week for the Salesforce server to definitely remove it and try again to be absolutely sure this doesn't solve it...
Thanks!
I managed to avoid the "unique name already exists" when trying to recreate the unique name "Set Case to Escalated" by deleting the corresponding "Field Update" entry. See screenshot.
I then re-entered the entire challenge and it worked! I don't think I will ever manage to forget the importance of capital letters...
How can I override the "unique name already exists", I am also getting the same error, have tried a million times. Then found your reply on this question. Help me out. Stucked!!
I was having the same issue "Case Escalate on High Priority" workflow rule not found. I had placed the Task and Field Update under Immediate Workflow Actions, when I added the Task and Field update to Time-Dependant Workflow Actions. This worked for me.
The 'Set Case to Escalated' Workflow field update action was not found.
Is there a way to debug this?
https://www.youtube.com/watch?v=cehnfgh9tfM