Object: Opportunity Start Process when created or edit
Node 1 : Criteria Conditions are met [Opportunity].StageName= Awaiting Approval [Opportunity].Discount > 0 All conditions are met (And)
Immediate Actions Object Opportunity Approval Process: Specific Approval Process- Approval for Package Deal Submitter: User field from a record- [Opportunity].Owner.Id
Node 2 : Criteria Conditions are met [Opportunity].StageName Is Changed True [Opportunity].StageName= Awaiting Approval [Opportunity].Discount <= 0 All conditions are met (And)
Immediate Actions Update Record Record: [Opportunity] Criteria: updated records meet all conditions Filter: Discount less than equal 0 New field: Stage=Scheduled
Node 3 :
Criteria Deposit Made [Opportunity].StageName = Deposit Made
Immediate Action Update Record Record: [Opportunity].Fulfillments__r No criteria Status= paid deposit
Refer below link for similar discussion which has the solution code.
https://developer.salesforce.com/forums/?id=906F0000000kF1zIAE
Please mark it as solved if my reply was helpful, it will make it available
for others as a proper solution.
Best Regards,
Sandhya
All Answers
Refer below link for similar discussion which has the solution code.
https://developer.salesforce.com/forums/?id=906F0000000kF1zIAE
Please mark it as solved if my reply was helpful, it will make it available
for others as a proper solution.
Best Regards,
Sandhya
Object: Opportunity
Start Process when created or edit
Node 1 :
Criteria
Conditions are met
[Opportunity].StageName= Awaiting Approval
[Opportunity].Discount > 0
All conditions are met (And)
Immediate Actions
Object Opportunity
Approval Process: Specific Approval Process- Approval for Package Deal
Submitter: User field from a record- [Opportunity].Owner.Id
Node 2 :
Criteria
Conditions are met
[Opportunity].StageName Is Changed True
[Opportunity].StageName= Awaiting Approval
[Opportunity].Discount <= 0
All conditions are met (And)
Immediate Actions
Update Record
Record: [Opportunity]
Criteria: updated records meet all conditions
Filter: Discount less than equal 0
New field: Stage=Scheduled
Node 3 :
Criteria
Deposit Made
[Opportunity].StageName = Deposit Made
Immediate Action
Update Record
Record: [Opportunity].Fulfillments__r
No criteria
Status= paid deposit
Node 4 :
Criteria
Cancelled
[Opportunity].StageName =Cancelled
Immediate Actions
Update Records
[Opportunity].Fulfillments__r
Status= Cancelled