Skip to main content

When I'm testing the new assignment rule and I'm supposed to enter "Solar Panels" for "Product".  However I don't have a product option on my screen

4 réponses
  1. 12 juil. 2023, 23:00

    Hi @Jared Spain ,

     

    The "Type" field was not on my page layout. I put it in and selected "Problem" and it finally worked. 

     

    Do one thing delete all the cases with name Faulty Inverters!

    Then create new case again with record type as product support

    Account Name | Pyramid Construction Inc.  {There can be two account records with same name} 

    Status| New 

    Case Origin| Phone 

    Subject| Faulty Inverter  

    Description| System shut down and seems to be from a faulty inverter 

    Product| Inverters 

    Type | Problem 

    Case Reason | Performance 

    Assign using active assignment rule| Select this option at the bottom

     

    After doing clicking on save it should be assigned to Product Support Tier 1

    After that go to setup -> case escalations -> click on search and see if the the record is showing there or not! 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000C4o26SAB

     

    I had the exact same issue and noticed later that my page layout was incorrect and missing fields.

     

    Follow as below:  

     

    Setup | Object Manager | Case 

    Select Product Support Case Layout 

    Select Case Page Layouts 

    Make sure you have the following fields added:     

     

    Hi , The

    Just create a new case and delete the old one. It should work. Let me know if it worked for you =) 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BuQZmSAN

0/9000