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Create Global Quick Actions | Hands-on Challenge issue
My issue may be tied to creating the Global Action and the appearance of a recod type field.
When I take the challenge, I get the following error:
"Challenge Not yet complete... here's what's wrong:
Could not find an Opportunity Quick Action with the Label 'New Offer' and the action type of 'Create a Record'."
It would seem I did everything right, but I also see a Record Type field with 3 options, Products, Serivces, or Master. I set it to 'Master'.
I then set the Predefined Field value to Stage: 'Qualification'
Then set the Publisher layout.
Am I missing something?
Thanks to anyone who can help. It would seemt the system can't find my Quick Action.
When I take the challenge, I get the following error:
"Challenge Not yet complete... here's what's wrong:
Could not find an Opportunity Quick Action with the Label 'New Offer' and the action type of 'Create a Record'."
It would seem I did everything right, but I also see a Record Type field with 3 options, Products, Serivces, or Master. I set it to 'Master'.
I then set the Predefined Field value to Stage: 'Qualification'
Then set the Publisher layout.
Am I missing something?
Thanks to anyone who can help. It would seemt the system can't find my Quick Action.
Do one thing, First delete the "New Offer" Global Action and create again Global Action and follow all the step of the trailhead.
Regards,
Suraj
All Answers
Do one thing, First delete the "New Offer" Global Action and create again Global Action and follow all the step of the trailhead.
Regards,
Suraj
I am glad it worked for you if you find my answer helpful please mark it as the best answer so that it can help others as well.
Regards,
Suraj
I had the same problem on Develper Edition, i had record types created for opportunity. In place of Master, I selected the first record type in the list and it worked. I did not use Trailhead Playgroud for this.
Me too, in place of Master, I selected "Opportunity Type" in Record Type list and it worked. I use Trailhead Playgroud.
Must be in Classic
I'm new to Salesforce Ecosystem, and currently doing trailheads, I came across this assignment in which I need to create one global action for creating New Offer for target opportunity
First I have tried it in Developer Edition in which one field is visible for creating Global Action : New Offer
option is coming : Record Type & when I opens another trailhead playground this option is not coming, Can you please help me why it's coming in Developer Edition and not coming in other Trailhead Playground ?
Hello,
I had the same problem. You have to put Label as "New Offer" and Name as "NewOffer". For the Standard Label Type put --None-- because if you put New [Record] it will automatically take out Label. Please check the picture!
I got the same issue using Master as Record Type. It seems the solution for me was to use Products. So I just edited the Global Action and updated Record Type.
Using Service Record Type would not work as the Qualification stage is not available for it.
I hope this helped.
1. if did not had a type in the name of the global action created. Please ensure the Label is 'New Offer' and the automatically populated Name is 'New_Offer'
2. if you did not select the default/active record type for the object (you can go to object manager, search for the object in question: opportunity, then select Record Type. Check the list of record types. default is usually master. However, if you have another custom record type, it would show if its the defult)
If you changed playground and you have the same error try to change Record Type on another one from picklist.