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YashhYashh 

Help on process builder

The Scenerio is i want populate record there is  User account manager data so i want populate into   Account manager  .And user account manager is lookup and account manager is lookup field.
And when i edit the account manager so it will Change to user account manager.User-added image
mukesh guptamukesh gupta
Hi Yash,

you need to use below steps:-

1. cehck criteria :-  ISChanged(AccountManage)
2. Assiign Account Manager value to UserManager 

if you need any assistanse, Please let me know!!


Kindly mark my solution as the best answer if it helps you.

Thanks
Mukesh

 
YashhYashh
Hi  mukesh i have did this kind of 4 5 scnerio butt its not working i had give  condition and by formula but its  not working
mukesh guptamukesh gupta
hi yas,

can you please check only for one scanario, i am assuming you are missing any steps, 

first you need to check you PB is active
after that you need to check for single condition after that add new one. after that if you face same issue then we will investigate further

if you need any assistanse, Please let me know!!


Kindly mark my solution as the best answer if it helps you.

Thanks
Mukesh
YashhYashh
User-added imageUser-added image
YashhYashh
Hi Mukesh plz check this out