Please check with below steps with small updations in your 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
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
Package - [OpportunityLineItem].OpportunityId
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
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c
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 = True
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}
Once done with these changes, execute blow lines of code in dev console.
Product2 product = new Product2(name='Half Dome Hike', isActive=true);
insert product;
//insert the pricebookentry
Pricebook2 stdPrice = [Select id from Pricebook2 where isStandard=true limit 1];
PricebookEntry pbe = new PricebookEntry( IsActive = true, Product2Id = product.id, UnitPrice = 2.00, Pricebook2Id = stdPrice.Id);
insert pbe;
For more information please check with below thread.
I cannot add Needs Insurance and Needs Waiver fields on second update of first node. There are no such a fields. Would you be able to help me with it please?
All Answers
Please check with below steps with small updations in your process. For more information please check with below thread.
- https://developer.salesforce.com/forums/?id=906F0000000kEhBIAU
Please mark this as solved if it's resolved.Regards,
Nagendra.
I cannot add Needs Insurance and Needs Waiver fields on second update of first node. There are no such a fields. Would you be able to help me with it please?
Thank you