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Doug Traster 4
Not sure why Process builder works for one object, but not another
Hello
I have a requirement that asks me to show child opportunities and child tasks(activities) on the parent account. I have created Parent/Child Hierarchy for the accounts. What they want is anytime a sales person creates an opportunity or a task on a child, they see it in a related list on the parent.
I created 2 lookup fields. One on Opportunity and one on activity custom fields.
I then went to Process Builder and used the following:
For Opportunity --
Choose Object and Specify When to Start the Process
Object * Opportunity
Start Process* When record is created or edited
Define Criteria for this Action Group
*No criteria- just execute the actions
TRUE >Immediate Actions>Add actions>
Select and Define Action
Action type*Update Records
Record type > Select a record to update* Select the Opportunity record that started your process
Criteria for Updating Records* No criteria- just execute the actions
Set new field values for the records you update***
Field* Parent Account Lookup
Type* Reference
Value* Account.ParentId
and for TASK --
Choose Object and Specify When to Start the Process
Object * Task
Start Process* When record is created or edited
Define Criteria for this Action Group
*No criteria- just execute the actions
TRUE >Immediate Actions>Add actions>
Select and Define Action
Action type*Update Records
Record type > Select a record to update* Select the Task record that started your process
Criteria for Updating Records* No criteria- just execute the actions
Set new field values for the records you update***
Field* Parent Account Lookup
Type* Reference
Value* Account.ParentId
What I am running into is that it works fine for the Opportunity. They can create an opportunity on a child or the parent account with no problem. It is when I use the Task it errors. They cannot create a task on the parent account???? I get a Flow error.
Error element myRule_1_A1 (FlowRecordUpdate).
This error occurred when the flow tried to update records: The flow failed to access the value for myVariable_current.Account.ParentId because it hasn't been set or assigned.. For details, see API Exceptions.
Any ideas why or how I can fix this?
Thanks!!!!
I have a requirement that asks me to show child opportunities and child tasks(activities) on the parent account. I have created Parent/Child Hierarchy for the accounts. What they want is anytime a sales person creates an opportunity or a task on a child, they see it in a related list on the parent.
I created 2 lookup fields. One on Opportunity and one on activity custom fields.
I then went to Process Builder and used the following:
For Opportunity --
Choose Object and Specify When to Start the Process
Object * Opportunity
Start Process* When record is created or edited
Define Criteria for this Action Group
*No criteria- just execute the actions
TRUE >Immediate Actions>Add actions>
Select and Define Action
Action type*Update Records
Record type > Select a record to update* Select the Opportunity record that started your process
Criteria for Updating Records* No criteria- just execute the actions
Set new field values for the records you update***
Field* Parent Account Lookup
Type* Reference
Value* Account.ParentId
and for TASK --
Choose Object and Specify When to Start the Process
Object * Task
Start Process* When record is created or edited
Define Criteria for this Action Group
*No criteria- just execute the actions
TRUE >Immediate Actions>Add actions>
Select and Define Action
Action type*Update Records
Record type > Select a record to update* Select the Task record that started your process
Criteria for Updating Records* No criteria- just execute the actions
Set new field values for the records you update***
Field* Parent Account Lookup
Type* Reference
Value* Account.ParentId
What I am running into is that it works fine for the Opportunity. They can create an opportunity on a child or the parent account with no problem. It is when I use the Task it errors. They cannot create a task on the parent account???? I get a Flow error.
Error element myRule_1_A1 (FlowRecordUpdate).
This error occurred when the flow tried to update records: The flow failed to access the value for myVariable_current.Account.ParentId because it hasn't been set or assigned.. For details, see API Exceptions.
Any ideas why or how I can fix this?
Thanks!!!!
To prevent the error on tasks w/out Accounts, you'd want to add a criteria to the update: "WhatId Starts With 100". Hope this helps!
Using this allows me to do a task on the Parent account, but then the child tasks will not show on the parent account related list.
that is the main issue, I need to have the child tasks show in the lookup related list on the parent account. I even played around with it for a while, and changed the fields, etc. couldn't get it to work. Not sure this really relates to my issue........