HI Jim,
Sorry could not get back to you sooner, I was out of the office the past couple days .
Looking at your screenshot , it seems you misunderstood 1 thing, the actions I described above have to be added to the wizard button and not to the model’s action
Please remove all model actions on risk assessments and add them to wizard.
Here’s detailed instructions:
In Builder:
-Add a wizard component
-by default a ‘button’ is added by the name of 'Next Step"
-select button
-Change Action type from ‘navigate’ to ‘run multiple actions’
-go to actions tab
and add following actions
-Create New row(s) on model: risk Assessment (if you click the + sign next to that action you can add ‘default values’ for any fields in risk assessment model, like I did on screenshot below for 'Account ID )
- Save changes in model Risk Assessment (if you want it saved at this point, you may just want the user to save it when their changes are done)
- Query Model: Risk Assessment
-Navigate to step (enter step ID, be default it should be ‘step2’
As well make sure you put your field editor component for 'risk assessment; on step 2 of wizard, as step 1 should be opportunity
Here’s a sample screenshot below of the action tab on wizard button:
Hope it’s clearer
Enjoy,
