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David Hickman 15 Map Your Workflow Actions to Process Actions - "Create contract for closed opportunity" isn't properly configured
I've been working on this trail for a bit - and while I undertsand the concepts, I'm stumped on why I'm getting this error:
I've gone over all of the workflow tasks information to recreate the contact. If I activate the process and close an opportunity, it creates a contract with the expected information and the date is 1mo away with 12mo term. The workflow's task (which is the template for the actual contract) specifies the following:
The Contract Start Date is set to the following formula:
Again, for all practical purposes I'm passing this, as it functions and the contract is created. But I must be missing some small detail, named field, something that's tripping up the validation settings. Any help is appreciated!
Challenge Not yet complete... here's what's wrong: A Create a Record action for the Closed Won criteria node isn't properly configured. Make sure that it creates a draft contract according to the instructions in the ‘Create contract for closed opportunity’ task action. Make sure that Start Date is set by using a formula.
I've gone over all of the workflow tasks information to recreate the contact. If I activate the process and close an opportunity, it creates a contract with the expected information and the date is 1mo away with 12mo term. The workflow's task (which is the template for the actual contract) specifies the following:
Use the closed opportunity to create a contract for the associated account. Account: The account associated with this opportunity Status: Draft Contract Start Date: 1 month from today Contract Term: 12Here are my actions:
The Contract Start Date is set to the following formula:
DATE(
YEAR(Today()) +
FLOOR((1 + MONTH(Today())) / 12) -
IF (MOD(MONTH(Today()) + 1, 12) = 0,
1,
0),
MOD((1 + MONTH(Today()) - 1), 12) + 1,
DAY(Today())
)
Again, for all practical purposes I'm passing this, as it functions and the contract is created. But I must be missing some small detail, named field, something that's tripping up the validation settings. Any help is appreciated!
Make sure your string is set to "Follow up with the customer on the contract for this account." and that'll get you a nice shiny badge.
218 for me!
All Answers
This seems to have worked for me. Atleast, I am not getting the error.
However, I am having issue with the other Task "Follow up on new contract". Did that work for you? Please let me know what you did.
I too am stuck on the "follow up on new contract" one now. I've got the Due Date Only set to "[Opportunity].CloseDate + 9". I'll keep poking this and let you know how I fare. In the meantime, thanks for the help earlier!
I think this module has taken more time than almost all others, including most Projects and some SuperBadges..
Make sure your string is set to "Follow up with the customer on the contract for this account." and that'll get you a nice shiny badge.
218 for me!
Thanks again!
Here is my actions :
Could you please advise ?
Thanks a lot!
It has worked, thank you very to all of you for your help !
Regards,
Alap Mistry
Challenge Not yet complete... here's what's wrong:
A Create a Record action for the Closed Won criteria node isn't properly configured. Make sure that it creates a draft contract according to the instructions in the ‘Create contract for closed opportunity’ task action. Make sure that Start Date is set by using a formula.
Challenge Not yet complete... here's what's wrong:
A Create a Record action for the Closed Won criteria node isn't properly configured. Make sure that it creates a draft contract according to the instructions in the ‘Create contract for closed opportunity’ task action. Make sure that Start Date is set by using a formula.
"A Create a Record action for the Closed Won criteria node isn't properly configured. Make sure that it creates a draft contract according to the instructions in the ‘Create contract for closed opportunity’ task action. Make sure that Start Date is set by using a formula."
On the plus side, out of 120+ badges so far, only 2 modules have had broken challenges and this is the 2nd.
Everyone: We've been working for the past couple of weeks to redo this challenge, based on feedback from the community. We're working with members of the community to test the replacement now. Look for a new challenge next week. My apologies for the frustration any of you have encountered working on this challenge.
Hi,
I created my process like this and it's working. See the Image.
This process creates the task. For the "Assigned to Id" field I have used "Opportunity.Account.OwnerId".
The below process creates the contract. Here Account ID is Opportunity.AccountId. We can't use Account.OwnerId because a contract has to associate with an account, not the user.
Thanks,
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: Delete failed. First exception on row 0 with id 0010a00001DvrRaAAJ; first error: DELETE_FAILED, Your attempt to delete Astro Inc. could not be completed because it is associated with the following cases.: 00001130 : []
Not sure what I am missing. I have tried many things.
thanks, Aron
I was basically having the same problem with you.
Have you tried making the same process on a Trailhead Playground?
Things may change (At least It worked for me).
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: Delete failed. First exception on row 0 with id 0016A000006MCHbQAO; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot delete Account with related opportunities.
In my case, there was a trigger on Account (AccountDeletion) which has been created in another trail that was causing the error
I am facing same issues still got stuck...Please anyone can help... for challenge Workflow Rule Migration>>Map Your Workflow Actions to Process Actions
"Challenge Not yet complete... here's what's wrong:
We updated an opportunity's stage to Closed Won, but a draft contract for the associated account wasn't created. Make sure the Closed Won criteria node and its associated action are configured correctly."
Kind Regards
Mayur
Trying to do the challenge, please see screen shot.
But getting error message:
Challenge Not yet complete... here's what's wrong:
We updated an opportunity's stage to Closed Won, but a draft contract for the associated account wasn't created. Make sure the Closed Won criteria node and its associated action are configured correctly.
I searched this forum and it shows the same problem that other users are having with this challenge:
Map Your Workflow Actions to Process Actions - "Create contract for closed opportunity" isn't properly configured - Salesforce Developer Community:
https://developer.salesforce.com/forums#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=9060G000000IAbGQAW
Here is a screen shot of how I created criteria and action steps:
Here is a zoom in of how I got it to work and pass the challenge.
I also had to Activate the process.
@YvonneW , Thank you. It worked for me. A small mistake i did action item got swapped TASK & CONTRACT which fine now...
Thank you once again. IF anyone finding any difficulty I can help Directly email me: mayurcgisolanki@gmail.com
The new problem is here...challenge clear but I am trying to create new opprotunity to test I am getting below error:
Contract object has 4 mandatory fields
1)Account Name
2)Status
3)Contract Start Date
4)Contract Term (months)
Add remaining fields should resolve your error.
I am stuck on this badge too, my create task and create contract is not working, I will appreciate if anyone can help me spot the issue.
Created Task is not working either
Assigned to ID = Opportunity.Account.OwnerID
Subject=Follow up with the customer on the contract for this account.
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: Update failed. First exception on row 0 with id 0061I000001vK9zQAE; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 3011I000000H2TS. Flow error messages: 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. Contact your administrator for help.: []
I got this error in 2 different playgrounds - one that I typically use to tackle challenges, and one that I created fresh for this challenge. I have no idea where to even start unpacking this error!
I have also tried including the Contract Term, Contract Start Date and Description.
Here is the message I get when from Trailhead challenge:
Challenge Not yet complete... here's what's wrong:
We updated an opportunity's stage to Closed Won, but a draft contract for the associated account wasn't created. Make sure the Closed Won criteria node and its associated action are configured correctly.
I am not sure what I am doing wrong, please help.
Thanks,
Rose
"Challenge Not yet complete... here's what's wrong:
We found an opportunity that's associated with a Banking account and updated the stage to Closed Won, but a task wasn't created for the account owner to complete 7 days from today. Make sure that the Closed Won and Banking criteria node and its associated action are configured correctly."
I have the feeling that a former trailhead is mixing it up (has been the case a lot in this module, eg. with required fields) In the current case i get an email to approve a discount on the opportunity, can it be that this former task messes with the created process?
Challenge Not yet complete... here's what's wrong:
We updated an opportunity's stage to Closed Won, but a draft contract for the associated account wasn't created. Make sure the Closed Won criteria node and its associated action are configured correctly.
I have read all of the forums, and watched the supporting Youtube video. Here are my screens:
Any suggestions would be great. I really need to finish this Suprbadge :). Thanks in advance!
Please view the screen shots and activate the process as i have already activated you will see :deactivate in the above screen shots
I was having the same error as everybody despite the process being correct.
I created a brand new trailhead playground and it solved the issue.
Goodluck to all
Same issue still popping up after the rework of the module. I'm getting this error:
We found an opportunity that's associated with a Banking account and updated the stage to Closed Won, but a task wasn't created for the account owner to complete 7 days from today. Make sure that the Closed Won and Banking criteria node and its associated action are configured correctly.
Here's the screenshot:
I've tried many of the configurations mentioned above (adding subject/description doesn't work either) - this is also in a brand new org so there's no residual/conflicting configurations. Any thoughts?
Thanks,
Taylor H.
Please refer to my thread: https://developer.salesforce.com/forums/ForumsMain?id=9060G000000MOfWQAW
Hope that helps.
Raymond
Challenge not yet complete in My Trailhead Playground 1
We updated an opportunity's stage to Closed Won, but a draft contract for the associated account wasn't created. Make sure the Closed Won criteria node and its associated action are configured correctly.
Closed Won and Banking - [Opportunity].Account.OwnerID
Closed Won - [Opportunity].AccountID
I am stuck on this module. Can you please help? I did not choose a Banking Account field.
ERROR:
We found an opportunity that's associated with a Banking account and updated the stage to Closed Won, but a task wasn't created for the account owner to complete 7 days from today. Make sure that the Closed Won and Banking criteria node and its associated action are configured correctly.
Somehow I cannot activate my challenge and following error message pops up. Please help!
Challenge not yet complete in My Trailhead Playground 2
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: STORAGE_LIMIT_EXCEEDED, storage limit exceeded: []
Refresh the page and try using this link https://www.youtube.com/watch?v=wXAlumANr9w
after activating the process Refresh the page then check the challenege this Might help you
I was struggling and kept getting a "FIELD_INTEGRITY_EXCEPTION: Account ID: id value of incorrect type" error I had them set to the ID of the account owner's contact ID for the first criteria.
Criteria 1
Criteria 2
I followed someone else's advice on one of these forums to deactivate all other triggers. It didn't solve this problem right away but it might help someone out there:
Please follow the below steps, to deactivate the trigger
Login into the sandbox
Go to the Trigger and Click on Edit and Uncheck the IsActive box