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Laura Babb 4
update custom opportunity field from opportunity line item quantity
I am trying to create a process builder that triggers when a specific product is added to an opp. I want the Quantity sold for that specific product to go into a custom field on the opportunity record. I feel like this should be very straightforward:
1. Process is on Opportunity Product object
2. Criteria is that the product id = "specific product id"
3. immediate action is a field update on opp record related to the opp product record and is a formula field to fill in the value for OpportunityProduct.Quantity.
This is not firing though. The field on my opp record remains blank. What am I missing here?
1. Process is on Opportunity Product object
2. Criteria is that the product id = "specific product id"
3. immediate action is a field update on opp record related to the opp product record and is a formula field to fill in the value for OpportunityProduct.Quantity.
This is not firing though. The field on my opp record remains blank. What am I missing here?
Sorry for this issue you are facing.
You should not filter on hard-coded Id values. Filter on the name of the product or a unique identifier instead. It may not fix your issue, but it is very important you not leave your criteria node the way it is.
Thanks,
Nagendra