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Fatfox F Unable To Create A Record Using Process Builder
Hi everyone,
I'm creating the Recruiting App using the guide provided Salesforce. I'm stuck at creating a task using process builder.
Background: When a Picklist value in Job Application object changes to 'Rejected' or 'Extend an Offer', actions are performed accordingly. The actions should cause creation of a Task record where:
1) 'Assigned To' lookup field should be populated with the Owner of the Job Application object record. For this I'm filling it with [Job_Application__c].OwnerId
2) Priority field should be set 'High'.
3) Status field should be 'Not Started'.
4) Subject field should be 'Send Rejection Letter' or 'Extend an Offer' depending on the criteria.
5) Due Date field should be '[Job_Application__c].CreatedDate + 1 or Now() + 1 depending on the criteria.
'Criteria for Executing Actions' is set to 'Conditions are met'
Action is executed when 'All of the conditions are met (AND)'
But when I change the picklist value of any Job Application record, nothing happens. No Task record is created. I've done everything exactly as mentioned in the Recruiting App guide but no luck.
Suggestions will be very helpful.
Thanks
I'm creating the Recruiting App using the guide provided Salesforce. I'm stuck at creating a task using process builder.
Background: When a Picklist value in Job Application object changes to 'Rejected' or 'Extend an Offer', actions are performed accordingly. The actions should cause creation of a Task record where:
1) 'Assigned To' lookup field should be populated with the Owner of the Job Application object record. For this I'm filling it with [Job_Application__c].OwnerId
2) Priority field should be set 'High'.
3) Status field should be 'Not Started'.
4) Subject field should be 'Send Rejection Letter' or 'Extend an Offer' depending on the criteria.
5) Due Date field should be '[Job_Application__c].CreatedDate + 1 or Now() + 1 depending on the criteria.
'Criteria for Executing Actions' is set to 'Conditions are met'
Action is executed when 'All of the conditions are met (AND)'
But when I change the picklist value of any Job Application record, nothing happens. No Task record is created. I've done everything exactly as mentioned in the Recruiting App guide but no luck.
Suggestions will be very helpful.
Thanks
The execution criteria is "when a record is created or edited".