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Achtung Process Builder to copy three field value from the Child object to its Parent object.
Hi,
I'm currently creating a process builder that will automatically copy my field values from the child object to its parent object.
The scenario is, in my child object, I have three record types and each record store a value to their respective field. In the parent object, I have three respective fields and my goal is to populate this three fields from the three record types of the child object.
Say, child record type A has a field value 'A', child record type B has a field value 'B', and child record type C has a field value 'C'. Once the object is either created or updated, the process builder shall copy these three fields to their designated fields in the parent object.
I currently created three separate process builders that copies the fields depending on their record types. However, I want to combine this into a single process builder for easy maintenanceand troubleshooting.
Appreciate any ideas on this! :)
I'm currently creating a process builder that will automatically copy my field values from the child object to its parent object.
The scenario is, in my child object, I have three record types and each record store a value to their respective field. In the parent object, I have three respective fields and my goal is to populate this three fields from the three record types of the child object.
Say, child record type A has a field value 'A', child record type B has a field value 'B', and child record type C has a field value 'C'. Once the object is either created or updated, the process builder shall copy these three fields to their designated fields in the parent object.
I currently created three separate process builders that copies the fields depending on their record types. However, I want to combine this into a single process builder for easy maintenanceand troubleshooting.
Appreciate any ideas on this! :)
Danilo Ong
You need to create Three Add criteria (for Record Type A,Record Type B and Record Type C) and add for each Add crieria True condtion
Criteria Name*
Criteria for Executing Actions -
if you found this answer helpful then please mark it as best answer so it can help others.
Thanks
AKshay Dhiman
All Answers
Danilo Ong
You need to create Three Add criteria (for Record Type A,Record Type B and Record Type C) and add for each Add crieria True condtion
Criteria Name*
Criteria for Executing Actions -
if you found this answer helpful then please mark it as best answer so it can help others.
Thanks
AKshay Dhiman
Thanks!
At a time you insert a single record if R.T is A then no need to check next condition and R.T is B then no need to check R.T C.
finally, at a time execute one condition for a single record type.
Thanks