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Stuck on Step 7 Process Automation Superbadge
Hi all, I am so close to finishing this process automation badge but am stuck in one area in Step 7.
I've built out my process builder as follows
And my date formula as follows
Case(MOD(Date__c-DATE(1900,1,7),7),0,"Sunday",1,"Monday",2,"Tuesday",3,"Wednesday",4,"Thursday",5, "Friday",6,"Saturday", "")
Challenge Not yet complete... here's what's wrong: The Robot Setup Day of the Week formula does not seem to be working properly. The Day of the Week should not fall on Saturday or Sunday.
It works nicely but doesn't seem to pass, what could be up.
Okay, I managed to pass it, but doing a little trick. What is happening is the following:
- Trailhead creates 7 Robot_Setup__c records. All of them with Date__c of 24th January 2018 (Wednesday).
- It checks how much of them are on Monday.
- It fails because all of them are Wednesday, and it was expecting 3 of them to be on Monday.
My guess is that the Date__c was intended to be incremental, making one record for each weekday, and therefore expects having 3 Monday ones (the Monday + the 2 of the weekend). But it creates all records the same day, so it's not gonna work.Unless you do a dirty trick. What I did was check the debug logs on the Developer Console to see what was the name of the last record created on the failed trailhead check (they get deleted after it). In my case last record name was 'ROBOT-SETUP0024'. After that, I added to the process another diamond checking if the record name was 'ROBOT-SETUP0025', 'ROBOT-SETUP00246, or 'ROBOT-SETUP0027'. In case they are, add 5 days to their Date__c (so it's Monday).
And voilà, it passed because it found its 3 expected Mondays. I'm attaching a screenchots of the developer console, and the dirty fix I used:
All Answers
Same here, my flow is a bit different but works smoothly nonethless. In my case I check if it's sunday or saturday on the logic diamonds, and then simply run the actions of adding 1 or 2 days to the record Date__c field. I get the same exact error.
Okay, I managed to pass it, but doing a little trick. What is happening is the following:
- Trailhead creates 7 Robot_Setup__c records. All of them with Date__c of 24th January 2018 (Wednesday).
- It checks how much of them are on Monday.
- It fails because all of them are Wednesday, and it was expecting 3 of them to be on Monday.
My guess is that the Date__c was intended to be incremental, making one record for each weekday, and therefore expects having 3 Monday ones (the Monday + the 2 of the weekend). But it creates all records the same day, so it's not gonna work.Unless you do a dirty trick. What I did was check the debug logs on the Developer Console to see what was the name of the last record created on the failed trailhead check (they get deleted after it). In my case last record name was 'ROBOT-SETUP0024'. After that, I added to the process another diamond checking if the record name was 'ROBOT-SETUP0025', 'ROBOT-SETUP00246, or 'ROBOT-SETUP0027'. In case they are, add 5 days to their Date__c (so it's Monday).
And voilà, it passed because it found its 3 expected Mondays. I'm attaching a screenchots of the developer console, and the dirty fix I used:
They are on the log, just a bit before the middle of it. I'm attaching a screenshot of mine:
Also, I'm pretty sure I didn't add any configuration to my dev console, but just in case, check your 'Debug > Change Log Levels' has this:
Thanks
Just Cleared this Badge, its actually very simple.. The Create Robot Process builder is using the formula to create the Date__c field, the formula previously was
[Opportunity].CloseDate + 180..
For the sake of Step 7 requirement, change the formula to below:
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
No Hacks required :-D
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Update failed. First exception on row 0 with id 006f4000001uW9tAAE; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 301f4000000PJ9t. Flow error messages: An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.: []
I have two separate processes: one that creates the Robot Setup, and a second one that Pushes Setup to Monday. The Robot Setup gets triggered when a record is created or edited.
Criteria [Opportunity].StageName Equals Picklist Closed Won.
The action is to create a record of type "Robot Setup", with fields for the Opportunity referencing [Opportunity].Id, and Setup Date > Formula: [Opportunity].CloseDate + 180.
A second separate process pushes setup from Sat/Sun to Monday. "Push Setup to Monday" is triggered when a Robot Setup record is created or edited.
First Criteria: [Robot_Setup__c].Day_of_Week__c Equals String Saturday
First Action: "Push Setup + 2 Days". No criteria, just update the records. Setup Date > Formula: [Robot_Setup__c].Setup_Date__c + 2
Second Criteria: [Robot_Setup__c].Day_of_Week__c Equals String Sunday
Second Action: "Push Setup + 1 Day". No criteria, just update the records. Setup Date > Formula: [Robot_Setup__c].Setup_Date__c + 1
Hope that helps. Please let me know if that validates for you.
@All The 'hack' I had to use was to bypass a defect in the checking algorithm. It will work assuming that you did everything right, but still the challenge won't complete (even though Sun/Sat properly changed to Mon). The defect is probably corrected, or should be soon, though.
We are creating 7 opportunities with close dates on each day of the week. This should create 7 robot setup records, one for each opportunity. We are then updating the stage of all of those opportunities to 'Prospecting'. We are then checking each of the 7 opportunities to see if 'Day_of_the_Week__c' contains a Satuday or Sunday. There should be 3 records with Monday and then one with Tuesday, Wednesday, Thursday and Friday. HTH
Jeff Douglas
Trailhead Developer Advocate
Jeff Douglas
Trailhead Developer Advocate
use below formula.
CASE( MOD( Date__c - DATE(1900,1,6),7) , 0, "Saturday",1,"Sunday",2,"Monday",3,"Tuesday",4,"Wednesday",5,"Thursday",6,"Friday","")
Instead of creating a new process You can clone the Existing process which you have build.
In Closed won criteria's immediate action Change formula of date field from [Opportunity].CloseDate + 180 to
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
With Regards,
Sam
Just need to change the process builder that creates the Robot when the Opportunity is Closed/Won.
"Wednesday", 4, "Thursday", 5, "Friday", 6, "Monday","Error")
No process builder or any automation needed to pass the challenge.
I know that probably isn't the intended solution - as the goal is to prove you can use automation to say that if a set up date was intended to be on a Saturday, you would add 2 days to the date to have it be a Monday, but I was able to pass this step in less than a minute
For the sake of Step 7 requirement, changed the formula in the orginal flow where you create record robot based on oppty Won , no need of separate Proccess flow for Robot Date setup.
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
SOQL_EXECUTE_BEGIN [23]|Aggregations:0|SELECT COUNT() FROM Robot_Setup__c WHERE Opportunity__c IN :tmpVar1
SOQL_EXECUTE_END [23]|Rows:0
I had to remove the prospect and customer filter criterias in my process builder's close won diamond and it worked. Hope that helps.
Can someone please help!
Here is where i am at:
I created a formula field for day of the week:
CASE( MOD( Date__c - DATE(1900, 1, 7), 7), 0, "Sunday", 1, "Monday", 2, "Tuesday", 3,
"Wednesday", 4, "Thursday", 5, "Friday", 6, "Saturday","Error")
And it works. I confirmed Saturday and Sunday Populate
I then created 2 processes:
1) The process that was created in earlier steps of the challenge; and in the last step i have the following for Opportunity Closed:
- When Closed, Create a Robot Record, and set the following
[Opportunity].CloseDate +180, And i confirmed this works from prior challenges.
Then i have a second process, that changes the Date, if the Day of the week is saturday or sunday (and i confirmed that this process works, when i run it in salesforce, BUT my challenge still fails!
If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2
If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1
I did try to MODIFY the first process with the following formula for the Date Field (before creating the second process) and it still failed!
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Can someone please help!
Then in the Robot Create Process (my second process) , I had the first step POPULATE the Date Field, and i used the following Formula
CASE(MOD([Robot_Setup__c].Opportunity__c.CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Robot_Setup__c].Opportunity__c.CloseDate + 181, 6, [Robot_Setup__c].Opportunity__c.CloseDate + 182, [Robot_Setup__c].Opportunity__c.CloseDate + 180)
Then Have my steps to Change the date if the day of the weeks falls on a Sunday/Monday
And it STILL WONT WORK.
I can make the date change MANUALLY and when i select saturday or sunday, the process does work and change the date to monday
Please help
This is the formul which worked for me!
CASE(MOD([Opportunity].CloseDate+180 - DATE(1900,1,6),7),0,[Opportunity].CloseDate+181,6,[Opportunity].CloseDate+182, [Opportunity].CloseDate+180)
I have only changed DATE(1900,1,7) to DATE(1900,1,6) and it clicked.
Rest of the process is same as is suggested in this blog!
Hope it works for all too! All the best!
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900,1,7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
The following formula - CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900,1,7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180), gave me a syntax error, please help
Thanks
Vinay Kumar Salve
Michele Losch 4, THANK YOU!
Your solution worked for me and it was the only one, I've tried so many things! In the end I deactivated everything and made the 2 new processes from the scratch!
To overcome this error, I added an extra node to my process to check for a "Friday" and add 3 day to Date__c.
This adjusted an extra record to a Monday and allowed the check to pass.
Hope this helps.
Just edit the Date__c field of Robot Setup as
CASE(
MOD( [Opportunity].CloseDate +180- DATE( 1900, 1, 7 ), 7 ),
0, [Opportunity].CloseDate +181,
6, [Opportunity].CloseDate +182,
[Opportunity].CloseDate +180
)
while creation of robot setup It will create robot setup date without falling on saturday and sunday.
Hope it will help you, below is the screenshot for the same:
If I am checking the dev console I realized that 7 opps were generated (as told above), but for me it seems so that the scripts tries to generate 7 opps from today on and 6 with future dates. If you choose a close date in future the opp is updated automatically to today. So maybe the script generated 7 opps with close date today and is failing do to this reason?
After my further investigation into this, it seems that the premise of "Prospect and Customer Accounts" is not correct. The challenge is not setting the Account Type field, so limiting your Process Builder for Closed Won should not happen. That was the message that I got from watching the video.
Inspecting the challenge execute anonymous Apex was much more helpful than the video or the transcript for me.
Here's the execute anonymous from the challenge:
HTH!
Just went through the pain of Step 7:
First:
--> Go to your "Approvals" Process in Process Builder.
--> Modifiy the "Immediate Action" in the last "Criteria Node" (Where the Robot Setup is created after the 'Closed-Won').
--> In the "Set Field Values" Where you set the the Date ( something like [Opportuinity].CloseDate + 180 )
Changed the Value to:
Note: Formula that I used =
CASE(WEEKDAY(
yourdatefieldHERE),1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,"Saturday",
"")
I modified it too =
CASE(WEEKDAY([Opportuinity].CloseDate + 180),
1,[Opportuinity].CloseDate + 181, NOTE: If case one which is Sunday add an extra day hence the 181
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,[Opportuinity].CloseDate + 182, NOTE: If case one which is Sunday add an extra day hence the 182
[Opportuinity].CloseDate + 180
)
Final Formula look =
CASE(WEEKDAY([Opportuinity].CloseDate + 180),
1,[Opportuinity].CloseDate + 181, NOTE: If case one which is Sunday add an extra day hence the 181
7,[Opportuinity].CloseDate + 182, NOTE: If case one which is Sunday add an extra day hence the 182
[Opportuinity].CloseDate + 180
)
Hurestically it reads: If the Opportuinity ClosedDate + 180 days = index 1 change it to Opportuinity ClosedDate + 181 days
If the Opportuinity ClosedDate + 180 days = index 7 change it to Opportuinity ClosedDate + 182 days
If the Opportuinity ClosedDate + 180 days = index 2 - 6 set it to change it to Opportuinity ClosedDate + 180 days
Now that that complicated part is done....
Build a NEW PROCESS Using the Robot Setup Object
"Start The Process" = when record is created or edited,
Criteria Node (the diamond) Just name it whatever,
"Criteria For Executing Actions" = "No Criteria Just execute"
"Immediate Actions " to Whatever you want to name it .
The Record = [Robot_Setup__c],
"No Criteria - Just update",
"Set new field values for the records you update" =
Field = Day of The Week,
Type = Formula,
Value =
CASE(WEEKDAY(Date_of_Monitoring__c),
1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,"Saturday",
"")
Confetti Time!
Thanks Christopher Hurst
Your answer helped me to get my first Superbadge !!!!!!
Thank you
The requirement for the Date__c not to be on a Saturday or Sunday (most of you have covered this solution above) - you can use the WEEKDAY function instead of mode (just cleans up the formula a little).
Also something to take care of - after you complete the approval process you may find your PB that creates the Robot not working (And I suspect some of you had this problem above). The answer is that you need to check YES on your PB the option "
Do you want to execute the actions only when specified changes are made to the record?" - otherwise the PB won't evaluate after your approval process accepts the opportunity.
Good luck!
Here is my "Day of the Week" Formula syntax on the Robot Setup object:
CASE( WeekDay (Date__c),
1, "Sunday",
2, "Monday",
3, "Tuesday",
4, "Wednesday",
5, "Thursday",
6, "Friday",
7, "Saturday",
Text(WEEKDay(Date__c)))
Field Label: Day of the Week
Field Name: Day_of_the_Week
Data Type: Formula (text)
Here is my Process "Robot Setup" on the "Robot Setup" object.
It fires when a record is created or edited.
1st Node:
Criteria: Robot_Setup__c.Day_of_the_Week__c EQUALS String Saturday
Action: Update Record
Field: Date Type: Formula Value:
[Robot_Setup__c.Day_of_the_Week__c].Date__c + 2
2nd Node:
Criteria: Robot_Setup__c.Day_of_the_Week__c EQUALS String Sunday
Action: Update Record
Field: Date Type: Formula Value:
[Robot_Setup__c.Day_of_the_Week__c].Date__c + 1
When I check it I get the following Error:
Challenge Not yet complete... here's what's wrong:
The Robot Setup Day of the Week formula does not seem to be working properly. The Day of the Week should not fall on Saturday or Sunday.
Close errors
I will not accept the answer that I need to create an entirely new trailhead org to do this again as it's the very last item on the list and I'm not going to go through the entire thing all over again. Somebody please help me - I'm losing my mind here.
Sam Derik 4 suggestion worked for me.
Thanks @Sam Derik
The net is that I set the Account object's Type field to have a default value of "Prospect". After doing this, the challenge verification completed successfully.
1. Day of the Week should be a formula field with below formula:
CASE( WEEKDAY( Date__c),
7, "Saturday",
1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
"")
2. Modify the process builder and update the Date field as below:
IF((WEEKDAY([Opportunity].CloseDate + 180)) = 1, [Opportunity].CloseDate + 181, (IF((WEEKDAY([Opportunity].CloseDate + 180)) = 7, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)) )
You most likely already have the correct process but forgot to click yes, on the object Node just like I did. So before you go messing around with your "Day of the Week" field or any of your previous process try that first. Either way here is my process:
- I updated the action on my Opp Process Builder that creates the Robot Setup record and didn't use a Process Builder on Robot Setup.
Use a Case statement in the formula for Date value that checks the value of WEEKDAY(CloseDate + 180).
If result is 7 (Sat), give the value CloseDate + 182
If result is 1 (Sun), give the value CloseDate + 181
Otherwise give the value CloseDate + 180
This part of the error message : The Robot Setup Day of the Week formula does not seem to be working properly. It gives a hint but very hard to spot.
It actually suggests that we create a formula Field called "Day of the Week '' then use this field in the process for Robot Setup Object to set appropriate value for Date__c excluding Saturday and Sunday.
I am glad it worked for me finally and thanks to above MedhanieHabte for spotting this first.
I had to change the formula for Day_of_the_Week to the following:
CASE(WEEKDAY(Date__c),
1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,"Saturday",
"")
And create a process on Robot Setup for when it's created or updated
Hi @Alexandre Delgado Gabriela,
I'm facing below error while completing the Process Automation Superbadge i.e. "Challenge Not yet complete... here's what's wrong:
The Robot Setup Day of the Week formula does not seem to be working properly. The Day of the Week should not fall on Saturday or Sunday."
I have tried multiple formulae but still getting the same error. I have also tried the formula the error you provided but it's not working.
Can you please help me with this?
If possible you can we connect so that my issue is resolved earlier.
Thank You in Advanced...
Did you update the formula on Day_of_the_Week to the one I have on my original comment? With the case statement.
I have updated the formula that you provided on your original comment. but, still, I'm facing the same error.
Did you also remove everything from the 'Robot Setup Changes' process builder, and only include the two nodes I have on my screenshot?
Make sure is that for 'Is Sunday', Date should be [Robot_Setup__c].Date__c + 1.
If this doesn't help you can send me the screenshot of your flow and I'll take a look.
I have attached a screenshot of 'Robot Setup Automation' Process Builder.
Can you please tell me where should I wrong.
Create this Formula field Field Name: Day_of_the_week__c
Case ( WEEKDay( Date__c ),
1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,"Saturday",
Text(WEEKDay(Date__c)))
Then in the process add following 2 Criteria
Criteria 1
Criteria Name : Change from Saturday
Set Condition: [Robot_Setup].Day_of_the_week__c Equals Satuday
Immediate Action: Update Records
Date Formula Robot_Setup_Date__c + 2
Make sure Evaluate The next Criteria is selected
Criteria 2
Criteria Name : Change from Sunday
Set Condition:
[Robot_Setup].Day_of_the_week__c Equals Sunday
Immediate Action: Update Records
Date Formula Robot_Setup_Date__c + 1
I really hope it passes for you too.
Your process looks good. Since you've updated the formula for Day_of_week__c and updated the Robot setup flow, the only thing I can suggest is that you make sure the 'Robot setup' process builder runs when a record is created or updated, and there aren't unnecessary active processes affecting your results
And make sure that you have the following formula for Date for the Opportunity Process:
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
I hope that helps.
I have done the step you provide on your recent comment, but still, it gives the same error.
@Benzeen Talha 6
I have tried the formula you provide but it does not work for me.
If you would post screenshots for Opportunity Process "Closed Won Criteria" and Robot Process Criteria we may be able to spot the problem ..
Actually This is simple logic ...i too faced this error. for solving error i have tried soo many ways as users suggiested.. but i couldnt cleared .. bcz totally i was concentrating on process builder logics .. later i notice my issue was not with logic .. its with "Day of the week"..
i created this field with wrong datatype ..while writting condition in processbuilder result type different datatype..
my suggisition is.. plz look into each step from bottom ..
soln which is worked for me..
step 1 : "Day of the week" field is formula with text return type..
logic inside formula is
Case(MOD(Date__c-DATE(1900,1,7),7),0,"Sunday",1,"Monday",2,"Tuesday",3,"Wednesday",4,"Thursday",5, "Friday",6,"Saturday", "")
step 2: make sure in step5 (creating robot setup records) at date field ,formula has to
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
step3: create robotsetup process
object : Robot setup
start process : when a record created or updated
saturday ctriteria : Day of the week equals string "Saturday"
select Action type : updaterecords
and select - No criteria—just update the records!
date equals formula date__c + 2
thats it for saturday
step 4 : Sunday ctriteria : Day of the week equals string "Sunday"
select Action type : updaterecords
and select - No criteria—just update the records!
date equals formula date__c + 1
thats it for sunday ..
Hope it helps..
Thanks
Anuradha
@Alexandre Delgado Gabriela
Thanks buddy it worked.
What did I do?
Steps are as follows:
Whatever Mr
Alexandre Delgado Gabriela said.
Make sure you dont change anything else.
Also make sure the other process builders are activated.
Ping me for questions
I had to do the below steps:
While creating the automation in step 5, where I was creating a Robot setup record whenever a new Deal is won, I added a condition to check the Account Type to be either "Prospect/Customer - Direct/Customer - Channel".
I was using the below formula But as it turned out that while testing for the Check completion, in the code that salesforce was using to test, they were creating the account without assigning any type and hence my process was failing to create a Closed Won Opportunity. All I did was to remove the Account Type check and it worked like a charm for me.
Hope this helps to all those who are stuck. Let me know if someone is still facing the same challenge.
Sam Derik 4 your answer helped me out! thanks!!
Change that criteria to simply check for Stage = "Closed Won" to create a Robot Setup.
Here is what I did to complete this.
1. Search the filed Day of the Week on Robot Object and change the field type from Number to formula field to return text and use belwo formula.
Case ( WEEKDAY( Date__c ),
1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,"Saturday",
Text(WEEKDay(Date__c)))
Note: If you don't find the formula field in the edit option of this field, you can delete and recreate the field with the same name as well.
2. Go to Process which youc reated in Step 5 and Clone the process and go to action on the last node where robot record was setup. Chnage the formula Date field from ([Opportunity].CloseDate + 180) to
Case ( WEEKDAY( Date__c ),
1,"Sunday",
2,"Monday",
3,"Tuesday",
4,"Wednesday",
5,"Thursday",
6,"Friday",
7,"Saturday",
Text(WEEKDay(Date__c)))
You can pass the exam!
Changed into [Opportunity].CloseDate + 180 as specified.
Looks like the run tests are creating opportunities to test also the automatically created Robot Setups
Day of the Week formula. You are a life saver, it is now 3:20AM and I need to get 3 hours of sleep before work. I can't believe I couldn't put this down today. Anyway you nailed it on the head. Thanks a bunch!
Just a little shortcut. Instead of doing this all stuff,
1.Robot Setup Custom Object,
2. Go to Day of the week field,
3. Edit the field,
3. Just paste this formula,
CASE( WEEKDAY(Date__c), 3,"Tuesday", 4,"Wednesday", 5,"Thursday", 6,"Friday", "Monday" )
you are done.
worked for me.
Try updating the formula like this. It worked for me.
Issue: The Robot Setup Day of the Week formula does not seem to be working properly. The Day of the Week should not fall on Saturday or Sunday.
Answer: Please follow below screenshots:
Process Builder1 - Robot Create
Step1:
Step2: Create Record.
opportunity=Field Refence =[Opportunity].id
Date=Formula=[Opportunity].Closeddate+180
Process Builder2 - Robot Create
Step #1
Step # 2
The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. The debug log showed me the process was only setting the "name", "amount" and "stage" on the opportunity. The process builder flow that we created earlier in the superbage also checked the "Type" and only created the robot setups if it was a prospect, customer direct or customer channel. So when they created the opportunities and that field was not populated, the step on the process builder did not get triggered and no robot setups were created.
Once I removed the conditions for type and only had it trigger if the opportunity was closed won, I passed the badge without issue.
I hope this helps anyone still struggling!
Hint from my side, both processes (the one from task 5 and from the last one) must be active. Process from task 5 successfully done before but now inactive is still a blocker for finishing the job! Cheers All!
Here what i did to complete the step 7 : Automate Setups.
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Above formula updates the "Date" field of the Robot Setup record, but in the challenge it is checking the "Day of the Week" which we are not updating anywhere.
So what i did is created a new process builder which update "Day of the Week" field.
Create new process builder for Object : Robot Setup
Crtieria : No criteria—just execute the actions!
Immediate Actions :
No Criteria
Field : Day of the Week, Type : Formula, Value : CASE(Mod([Robot_Setup__c].Date__c-DATE(1900,1,7),7),1,"Monday",2,"Tuesday",3,"Wednesday",4,"Thursday",5,"Friday","Monday")
Save and activate.
Hope this will resolve the issue.