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Shree K Need help on Process builder formula
Hi All,
Need help on bulding a formula for process builder,
During the life cycle of an Opportunity the stage field would be updated as 'Confirmed' i.e either at the time of creation or when edited later,then the process builder action(creating child record) has to be triggered only for the first time, My current criteria in PB acting as evaluation criteria in WFR like 'Created or every time edited' instead it should act like 'created, and any time it’s edited to subsequently meet criteria', To keep this short, even if the Stage Field is updated as 'Confirmed' many times PB action should fire and create child record only once, that is for the first time.
Help will be appreciated,
Thanks
Need help on bulding a formula for process builder,
During the life cycle of an Opportunity the stage field would be updated as 'Confirmed' i.e either at the time of creation or when edited later,then the process builder action(creating child record) has to be triggered only for the first time, My current criteria in PB acting as evaluation criteria in WFR like 'Created or every time edited' instead it should act like 'created, and any time it’s edited to subsequently meet criteria', To keep this short, even if the Stage Field is updated as 'Confirmed' many times PB action should fire and create child record only once, that is for the first time.
Help will be appreciated,
Thanks
Set Advanced checkbox to true.
I will take below two approch
1. have an addtional field(checkbox - not visible in pagelayout) set value for the first time and check its value before proceeding to create child record.
2. Create a flow that will accept necessary values as parameter. The flow can check if a child record is already created, if not create a child record. call the flow from the process.
Intrested to know how others will solve this scenario.