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Stephanie Wong 59Stephanie Wong 59 

Process Builder and Workflow Date Fields

Hello,

I am working towards populating contact date fields to opportunities. When a contact stage changes, it is recorded as a date stamp and that is populated in opportunities using a process builder. However, this process does not work when a new opportunity is created. For that, I created a lookup relationship and a workflow. The workflow seems to be working, but the issue is it is populating the PQC stage when a new opportunity is created even when the field is blank on Contacts. I have combed through each step and nothing entails it. 

Any insights would be great.

Date fields
User-added image
Workflow Rule 
User-added imageUser-added image



 
Best Answer chosen by Stephanie Wong 59
Abhishek BansalAbhishek Bansal
Hi Stephanie,

Since you have the entry criteria as TRUE so it will run on all the conditions and as soon as it finds the value on the related contact record, it will add it to the Opportunity fields.
You need to create different workflow rules for all your field updates and add specific condition in the rule criteria. By specifying the entry criteria you can make sure that the field update will only happen when opp stage is changed and match the specifc value.
Since you have so many conditions so its better to go with a process builder or trigger.

Let me know if you need any further help on this. You can contact me directly for any immediate help.
Gmail: abhibansal2790@gmail.com
Skype: abhishek.bansal2790

Thanks,
Abhishek Bansal.
 

All Answers

Abhishek BansalAbhishek Bansal
Hi Stephanie,

Since you have the entry criteria as TRUE so it will run on all the conditions and as soon as it finds the value on the related contact record, it will add it to the Opportunity fields.
You need to create different workflow rules for all your field updates and add specific condition in the rule criteria. By specifying the entry criteria you can make sure that the field update will only happen when opp stage is changed and match the specifc value.
Since you have so many conditions so its better to go with a process builder or trigger.

Let me know if you need any further help on this. You can contact me directly for any immediate help.
Gmail: abhibansal2790@gmail.com
Skype: abhishek.bansal2790

Thanks,
Abhishek Bansal.
 
This was selected as the best answer
Stephanie Wong 66Stephanie Wong 66

H iAbhishek,

Thanks for the fast response. I did try this with a process builder but it didn't work. Workflow does the job well for all the date stamps except PQC- I just am running a block with that one. Any suggestions?

Cheers,

SW
Abhishek BansalAbhishek Bansal
Hi Stephanie,

It might be possible that the value is coming from a different source. Please deactivate your workflow rule and check if you still get the same value or not.

Thanks,
Abhishek Bansal.
Stephanie Wong 59Stephanie Wong 59
Hey Abhishek, ctually, it is coming from that workflow. I deactivated everything and found that still happening coz of the workflow. How do I make a date field store a null value in a formula in process builder? Do you know of any resources?
Abhishek BansalAbhishek Bansal
Hi Stephanie,

Yes, you can set the date field to nulll using the Type = Global Constant and Value = $GlobalConstant.Null
Please find the below screenshot for your reference:
User-added image

Thanks,
Abhishek Bansal.
Stephanie Wong 59Stephanie Wong 59
Hey Abhishek, That didn't work. Infact, it hit the governors limit :( [image: image.png]
Abhishek BansalAbhishek Bansal
Hi Stephanie,

I am not able to see the image. And i am also not sure why you are hitting the governor limit. If possible, try to connect on a call, I will definitely sort this out once I look into your org.

Thanks,
Abhishek Bansal.
Stephanie Wong 66Stephanie Wong 66

User-added image
The issue is now if I add the "Global Constant.Null", it won't let me update it if there is a new field change. The issue is everytime one of the XXL stages get populated, I am trying to make sure the PQC stage does not populated because it is still a prospect. Make sense? 


Thanks for your help!
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Abhishek BansalAbhishek Bansal
Hi Stephanie,

Still we need to have a look in to you org. Not possible to just look and figure out of the issue.
Let me know if it possible to connect on a call or not.

Thanks,
Abhishek Bansal.
Stephanie Wong 66Stephanie Wong 66

Hello Abhishek,

I sent you an email to check with your availability. Let me know then I will send you an invite.

Cheers,

SW
Stephanie Wong 66Stephanie Wong 66
Thank you very much Abhishek for the help, appreciate it!!!