Hi Harshitha, May I request you please confirm if you have done the same.
I am referencing the Adventure Pakage Object to Start my process so it it is:
Object - Adventure Package
Start Process- Only when a record is created
FIRST NODE
Define Criteria for this Action Group
Criteria for Executing Actions - Conditions are met
Set Conditions:
1. [OpportunityLineItem].Oppotunity.StageName Does not equal Cancelled
2. [OpportunityLineitem].Fulfillment_Created_c Equals False
Conditions - All of the conditions are met (AND)
IMMEDIATE ACTIONS
1. Create a Record
Record Type - Fulfillment
Set Field Values
AdventurePackageId - Reference -[OpportunityLineItem].Id
Adventure Package cost - Reference - [OpportunityLineItem].TotalPrice
Adventure - Reference - [OpportunityLineItem].Product2Id
Expedition Leader - Reference -[OpportunityLineItem].Product2.Expedition_Leader_c
Explorer - Reference - [OpportunityLineItem].Explorer_C
Fulfillment Name - Formula -[OpportunityLineItem].Product2.Name + [OpportunityLineItem].Id
Schedule Date -Reference - [OpportunityLineItem].ServiceDate
Status- Picklist - New
Package - [OpportunityLineItem].OpportunityId
2. Update Records
Record - [OpportunityLineItem].Opportunity ID
No criteria just update records
Set new fields for the records you update
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c
3. Update Records
Record - [OpportunityLineItem]
Criteria for Updating Records - No criteria-just update records
Set new field values for the records you update
Fulfilment Created = True
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c
Evaluate the Next Criteria
SECOND NODE
EVALUATE THE NEXT CRITERIA
Define Criteria for this Action Group
Criteria for Executing Actions - Conditions are met
Set Conditions:
1. [OpportunityLineItem].Explorer_c Is Null = True
Conditions - All of the conditions are met (AND)
IMMEDIATE ACTIONS
Create a Record - Task
Set Field Values
Assigned to ID - reference- [OpportunityLineItem].Opportunity.OwnerId
Related to ID - reference -[OpportunityLineItem].Opportunity.Id
Priority - Normal
Status - Not started
Subject- String - Update explorer
SCHEDULED ACTIONS
14 days from now
Post to Chatter
User - Select a user from a record - [OpportunityLineItem].Opportunity.Owner.Id
Message:
{![OpportunityLineItem].Opportunity.Name}
{![OpportunityLineItem].Product2.Name}
{![OpportunityLineItem].Id}
Once done with these changes, execute blow lines of code in dev console.
Product2 product = new Product2(name='Half Dome Hike', isActive=true);
insert product;
//insert the pricebookentry
Pricebook2 stdPrice = [Select id from Pricebook2 where isStandard=true limit 1];
PricebookEntry pbe = new PricebookEntry( IsActive = true, Product2Id = product.id, UnitPrice = 2.00, Pricebook2Id = stdPrice.Id);
insert pbe;
Hope this helps.
Mark this as solved if it's resolved.Thanks,Nagendra
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