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Process Automation: Automate sets of Delayed Actions With Workflow
Having a nightmare with the above section in the Process Automation module - Confident I've completed things correctly but I keep getting the same message when checking the challenge "The 'Case Escalate on High Priority' Workflow rule was not found. Either it was not created, not associated with Case, or not activated"
Any help here? I've activated the rule and it all looks good from my side *scratching head*
Any help here? I've activated the rule and it all looks good from my side *scratching head*
All Answers
one of the requirements in the challenge is...
"The workflow rule must evaluate on create and when it doesn't meet the criteria but is edited to meet the criteria."
The current rule will be evaluated when the record is "created and every time it's edited".
Please change it to the "created, and any time it's edited to subsequently meet criteria" and try to check the challenge.
NOTE in the challenge as that "in real-time projects a time-trigger action need to be created for this scenario but for trailhead, immediate actions is to be created". I successfully completed the challenge with immediate actions.
Verify if immediate actions works...!!!
Thanks,
Nirdesh
Thanks again
Rule Name: Case Escalate on High Priority
Object: Case
Evaluation Criteria: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
Active
Rule Criteria: (Case: Status NOT EQUAL TO Closed) AND (Case: Priority EQUALS High)
Thanks for reaching out - screenshot added below - any help is greatly appreciated!!
I needed to activate the workflow as well. Additionally, my criteria were different than some:
Case: Closed Equals False
Case: Priority Equals High
Let me know if those two fields let you pass the challenge, otherwise I can troubleshoot with you further.
~James
Super badge : Lightning experience specialist.
Process Automation : Create a workflow rule that will update a field.
Create a workflow rule that will set the escalated flag and send a task to the case owner if a case is not closed and its priority is set to High.
Its working fine when i am actually testing the same but when trying to check the challenge. It is giving following issue :
Challenge Not yet complete... here's what's wrong:
Case escalation failed to execute correctly.
Could you please help? Is anyone got the answer
After activating the rule I went to check the challenge and got this message.
What am I doing wrong? Feedback would be appreciated! Thanks!!
I am able to solve the same. I am using "My Trailhead Playground" default one now. Try in some other org. Attaching screenshot for your reference. If it will solve your problem.
Task detail :
Field update detail :
Let me know if you need any thing else. Previously when i was checking the same rule in another org in developer console it is giving me error that the rule is not getting called as required.
Thanks & Regards,
Preeti
Had the same problem and tried on and on on all all my different already used dev.org's and trailhead playgrounds, that was exactly the problem.
Opened a new trailhead playground and it worked straight away! Really annoying and lost at least an hour figuring out what I did wrong in the process, please save yourself some time and open a new and fresg trailhead playground!