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KMK91KMK91 

Process Builder formula

PROCESS buider ; WHEN record is created and it's edited.
I'm trying to send an email for newley created contact Record when picklist level__c field is "secondary".

AND(
NOT(ISPICKVAL(PRIORVALUE([Contact].Level__c),"Secondary")) &&
ISPICKVAL([Contact].Level__c,"Secondary")
)

Or

AND(
TEXT([Contact].Level__c) = "Secondary",
TEXT(PRIORVALUE([Contact].Level__c)) <> "Secondary"
)
i  have tried above two ways but it's not working for me. Can you please any one can help
Best Answer chosen by KMK91
Maharajan CMaharajan C
Hi,

Try the below formula :

OR(
AND(
NOT(ISNEW()),
TEXT([Contact].Level__c) = "Secondary",
TEXT(PRIORVALUE([Contact].Level__c)) <> "Secondary"
),
AND(
ISNEW(),
TEXT([Contact].Level__c) = "Secondary")
)

Can you please Let me know if it helps or not!!!

If it helps don't forget to mark this as a best answer!!!


Thanks,
Maharajan.C

All Answers

Maharajan CMaharajan C
Hi,

Try the below formula :

OR(
AND(
NOT(ISNEW()),
TEXT([Contact].Level__c) = "Secondary",
TEXT(PRIORVALUE([Contact].Level__c)) <> "Secondary"
),
AND(
ISNEW(),
TEXT([Contact].Level__c) = "Secondary")
)

Can you please Let me know if it helps or not!!!

If it helps don't forget to mark this as a best answer!!!


Thanks,
Maharajan.C
This was selected as the best answer
KMK91KMK91
Thank you Maharaja it's working above formula after small modification