Object: Opportunity
Start Process when created or edit
Criteria
Conditions are met
[Opportunity].StageName Is Changed True
[Opportunity].StageName= Awaiting Approval
[Opportunity].Discount Is null = true
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
Update Record
Record: [Opportunity]
Criteria: updated records meet all conditions
Filter: Discount Is null= true
New field: Stage=Scheduled
Criteria
Deposit Made
[Opportunity].StageName = Deposit Made
Immediate Action
Update Record
Record: [Opportunity].Fulfillments__r
No criteria
Status= paid deposit
Criteria
Cancelled
[Opportunity].StageName =Cancelled
Immediate Actions
Update Records
[Opportunity].Fulfillments__r
Status= Cancelled
The condition will never fire when the discount is greater than zero on the entry criteria.I actually added the fourth node wherein checked for Awaiting Approval and Discount <=0 to set it to an action as "Scheduled". This actually made the challenge to complete.
Hope this helps.
Please mark this as solved if it's resolved so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.
Object: Opporunity
Start Process when created or edit
Criteria
Conditions are met
[Opportunity].StageName Is Changed True
[Opportunity].StageName= Awaiting Approval
[Opportunity].Discount > 0
All conditions are met (And)
Immediate Actions
Object Opportunity
Approval Proccess: Specific Approval Process- Approval for Package Deal
Submitter: User field from a record- [Opportunity].Owner.Id
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
Criteria
Deposit Made
[Opportunity].StageName = Deposit Made
Immediate Action
Update Record
Record: [Opportunity].Fulfillments__r
No criteria
Status= paid deposit
Criteria
Cancelled
[Opportunity].StageName =Cancelled
Immediate Actions
Update Records
[Opportunity].Fulfillments__r
Status= Cancelled
Sorry for this issue you are encountering.
Please check if you have done the same. The condition will never fire when the discount is greater than zero on the entry criteria.I actually added the fourth node wherein checked for Awaiting Approval and Discount <=0 to set it to an action as "Scheduled". This actually made the challenge to complete.
Hope this helps.
Please mark this as solved if it's resolved so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.
Thanks,
Nagendra