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Nadia Hsu 6 Visual Workflow Challenge in "Process Automation" - completely stuck on "Opportunity Stage" field creation.
It would be amazing is somebody walked me through the steps for CORRECTLY creating the required "Opportunity Stage" field. I've tried all the available combinations of choices for creating it and every time I run the flow to test it I get this error message:
" An error occurred at element Opportunity (FlowRecordCreate).
INSERT --- INSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName]
RECORD CREATE: Opportunity
Create one Opportunity record where:
Amount = {!Opportunity_Amount} ($900)
CloseDate = {!ClosingDate} (September 7, 2016)
Name = {!OpportunityName1} (SarahDay-Day)
StageName = {!Opportunity_Stage} (null)
Result
Failed to create record."
" An error occurred at element Opportunity (FlowRecordCreate).
INSERT --- INSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName]
RECORD CREATE: Opportunity
Create one Opportunity record where:
Amount = {!Opportunity_Amount} ($900)
CloseDate = {!ClosingDate} (September 7, 2016)
Name = {!OpportunityName1} (SarahDay-Day)
StageName = {!Opportunity_Stage} (null)
Result
Failed to create record."
For opportunity screen, you need to set the stage as prospecting by default as said in a challenge.
see screenshot 5 below for that.
Below are the screenshots for this challenge please refer and check if you have done the same thing.
ScreenShot 1
ScreenShot 2
ScreenShot 3
ScreenShot 4
ScreenShot 5
Hope this helps you!
Please accept my solution as Best Answer if my reply was helpful. It will make it available for other as the proper solution. If you felt I went above and beyond, you can give me kudos.
Thanks and Regards
Sandhya
All Answers
What do you see in the Stage-field?
Now, try to set the stage-field like Stage='Closed Won' or something like that...
cheers!
The StageName should be (Prospecting) not (null). Maybe you didn't make a selection from the Value box.
For opportunity screen, you need to set the stage as prospecting by default as said in a challenge.
see screenshot 5 below for that.
Below are the screenshots for this challenge please refer and check if you have done the same thing.
ScreenShot 1
ScreenShot 2
ScreenShot 3
ScreenShot 4
ScreenShot 5
Hope this helps you!
Please accept my solution as Best Answer if my reply was helpful. It will make it available for other as the proper solution. If you felt I went above and beyond, you can give me kudos.
Thanks and Regards
Sandhya
I used your solution for the stage picklist and it worked.
I just figured out that I was getting the error message because I'd put AccountId in the "Variable" field on the contact (action before opprtunity).
The other thing that might be helpful to someone is that for the "Close Date" I used this formula (found on message boards) -- {!$Flow.CurrentDate} + 30 and the flow didn't work. The formula that does work is this one: {!TODAY()+30}.