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Set Case to Escalated Trailhead Issue
Help again!
https://developer.salesforce.com/trailhead/force_com_admin_intermediate/business_process_automation/workflow
I receive the error that the workflow does not function properly with no reason given for failure.
When I actually use the work flow, all the changes required are accomplished when the prioriry is set to HIGH. The STATUS is elevated to escalated, a task is created for the case owner (me). I have reviewed many times this workflow and cannot determine the cause of the failure.
Here below is a copy of the detail from the workflow. (Why would it work in an actual situation but not pass the test???)
Rule Criteria
(Case: Closed EQUALS False) AND (Case: Priority EQUALS High)
Evaluation Criteria Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
TASK
Assigned To Case Owner
*Subject Follow Up on Escalated Case
Unique Name Follow_Up_on_Escalated_Case
Due Date Rule Trigger Date Plus 0 days
Protected Component (Not Checked)
FIELD UPDATE
Name Set Case to Escalated
Unigue Name Set_Case_to_Escalated
Object Case
Field to Update Case: Status
Field Data Type Picklist
Re-evaluate Workflow Rules after Field Change
Picklist Options
The value above the current one NOT CHOSEN
The value below the current one NOT CHOSEN
A specific value Escalated ****CHOSEN From Picklist****
https://developer.salesforce.com/trailhead/force_com_admin_intermediate/business_process_automation/workflow
I receive the error that the workflow does not function properly with no reason given for failure.
When I actually use the work flow, all the changes required are accomplished when the prioriry is set to HIGH. The STATUS is elevated to escalated, a task is created for the case owner (me). I have reviewed many times this workflow and cannot determine the cause of the failure.
Here below is a copy of the detail from the workflow. (Why would it work in an actual situation but not pass the test???)
Rule Criteria
(Case: Closed EQUALS False) AND (Case: Priority EQUALS High)
Evaluation Criteria Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
TASK
Assigned To Case Owner
*Subject Follow Up on Escalated Case
Unique Name Follow_Up_on_Escalated_Case
Due Date Rule Trigger Date Plus 0 days
Protected Component (Not Checked)
FIELD UPDATE
Name Set Case to Escalated
Unigue Name Set_Case_to_Escalated
Object Case
Field to Update Case: Status
Field Data Type Picklist
Re-evaluate Workflow Rules after Field Change
Picklist Options
The value above the current one NOT CHOSEN
The value below the current one NOT CHOSEN
A specific value Escalated ****CHOSEN From Picklist****
Hi Dan,
The challenge requirements state that:
"The Field Update action must set the 'Escalated' checkbox field to true."
From the description that you've posted, looks like your 'Set Case to Escalated' rule is updating the 'Status' field of the Case object instead. If you change that to update the 'Escalated' field instead, you should be able to pass the challenge.
Hope this helps!
Sandeep
All Answers
Hi Dan,
The challenge requirements state that:
"The Field Update action must set the 'Escalated' checkbox field to true."
From the description that you've posted, looks like your 'Set Case to Escalated' rule is updating the 'Status' field of the Case object instead. If you change that to update the 'Escalated' field instead, you should be able to pass the challenge.
Hope this helps!
Sandeep
In checking my Case Object just now after your help, I did not find a "Escalated" checkbox. I had worked with a Case Object before this and my page layout did NOT have the "Escalated" checkbox. I see it now. Drove me crazy.
Thank you again!