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Andrew MontemayorAndrew Montemayor 

App Customization Specialist Challenge 3

I am working on the App Customization Specialist Superbadge and this one has me baffled. Here is the part I'm stuck on...

Quick Self Sign Up
Maria asked for a quick way for users to sign themselves up for a Shift directly from a Volunteer Shift record. Your solution was an action with the label Sign Me Up. To keep it simple there should be no fields on the pop-up. Instead the action automatically sets the Volunteer to the user clicking the button, changes the status to Confirmed, and assigns the currently viewed Shift as the new record's Volunteer Shift. Once the action is done show the friendly message "Congratulations, you are signed up!".

Based on what I'm reading, they seem to be asking me to create a Quick Action button that creates a new record with the necessary fields set to default values. The problem is that two of the fields that are required are Lookups that I was required to create in the first challenge. One to supply the User Name and another to supply the Volunteer Shift Name. Quick Action default values can't populate Lookup fields, right? I tried creating a flow, but you can't trigger an autolaunched flow from a Quick Action, only Screen Flows. The challenge wants one button click and it's done. Can someone tell me what I'm missing here?
Best Answer chosen by Andrew Montemayor
Nayana KNayana K
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They are telling to remove all the fields from layout and set predefined field values for them like above.

All Answers

Nayana KNayana K
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They are telling to remove all the fields from layout and set predefined field values for them like above.
This was selected as the best answer
Andrew MontemayorAndrew Montemayor
Thank you Nayana. I was overthinking this. On to the next challange!
Adam DillmanAdam Dillman
I am trying to do this, but Volunteer Shift is not an option in my Target Object dropdown - only Volunteer. Any idea why?
Nayana KNayana K
No idea. But please check field level security once
Anthony Arrigo-cutrightAnthony Arrigo-cutright
Hello, I passed the challenge but what I'm lost about is where the button shows up? Am I just overlooking it or did I do something wrong? 
I put it on the layout and don't see it on the record page...
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Bradley Clawson 8Bradley Clawson 8
I am having the same question. Did you ever figure this out?
Bradley Clawson 8Bradley Clawson 8
Got it!  when modifying the page layout, select mobile and lightning actions then add it to that section.  It will then show up as a button on the compact layout section.
Hamilton PortHamilton Port
Hi @Adam Dillman. Have you figure out how to solve your problem? I am facing a similar issue for Challenge 3 regarding the Sign-me-up Quick Action. I am trying to create a Global Action to address requirement; however Volunteer Shift Worker object is not an option in Target Object dropdown list. For some reason, from all custom objects, only the Volunteer Job is available in the dropdown list. Please see screenshot below.

Hi, @Nayana K. Any suggestions will be very welcomed.

Quick Action challenge
Hamilton PortHamilton Port
HI, @Adam Dillman and @Nayana K. Please disregard previous post above. I figured out that I should use an object-specific action (to object Volunteer Shift) instead of a Global Action. Also found out why in the Global Action dropdown list there was only the Volunteer Job as a custom object option: it is the only one that does not relate as a child in a Master-Detail relationship. More details on this below:

https://success.salesforce.com/ideaView?id=0873A000000CMPMQA4 
PRAVEEN KUMAR KMPRAVEEN KUMAR KM
Can anyone please help me i am struggling from past 1 week with the same error in the "App Customization specialist" challenge 3

A Volunteer Shift Worker record created for another user is not in their approval queue, or it does not have the correct status automatically assigned.
 
Saravanan RajarajanSaravanan Rajarajan
Hi @PRAVEEN KUMAR KM,

"App Customization specialist" challenge 3

This is what I have done :
- Created one Approval Process (Confirm Volunteer Shift)
- Created one Process Builder (Launch Shift Approver)

- Create User (Dan Wong)
-Create a Sign Up action from the Volunteer Shift object.


Approval Process: (Confirm Volunteer Shift)

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Process Builder: (Launch Shift Approver)

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Criteria 2 :
Conditions are met :
IsShiftVolunteer equals TRUE

Action if criteria 2 is true :
Update Status to Confirmed




 
Saravanan RajarajanSaravanan Rajarajan
Create a Sign Up action from the Volunteer Shift object.
Once the action is saved, create 3 predefined values.
Screenshots below.

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Seema Rani 9Seema Rani 9
Hello All,

I am facing error at step3.

Challenge Not yet complete... here's what's wrong: 
A Volunteer Shift Worker record created for the logged in user is not automatically being assigned the correct status.
Close errors

Please see screenshot of my approval process and process builder below:-

Approval Process

Process Builder

Process BuilderUser-added imageUser-added imageUser-added image
Saravanan RajarajanSaravanan Rajarajan
Hi @Seema Rani,

I Think Process Builder 2nd Screenshot Became an Error. Please Fixed that Error along with below Screenshot

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Seema Rani 9Seema Rani 9
Thank you @sarvanan. Challenge completed. Issue was that I have added stop action instead of evaluate the next criteria. That's why field update action did not work.
shubam rajorashubam rajora
Please Refer Which i put comment below link:

https://developer.salesforce.com/forums/ForumsMain?id=9060G0000005YEXQA2

Please mark it best answer if it helps you.
 
ifthikar Ahmed 1ifthikar Ahmed 1
@Saravanan Rajarajan
PLS help
Challenge Not yet complete... here's what's wrong: 
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Launch Shift Approver” process failed. Give your Salesforce admin these details. 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. Error ID: 1520688709-82059 (804213384): []
ifthikar Ahmed 1ifthikar Ahmed 1
@Saravanan Rajarajan

Why have you used default process "Final Approval" action in Process Builder: (Launch Shift Approver screen shot 3) ??? when we Already ahve a flow pre built
MPB SalesforceMPB Salesforce
Hi All if you face any issue in Challenge 3 so please watch this video sereies which free of cost and complete whole step related to this challenge
https://www.youtube.com/watch?v=WVkfs3P9AyI