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Process Builder get record set
I'm an experienced APEX developer, but new to Process Builder. I have a record (Contract, on insert) with a lookup field to a "Master" type file (ie the names of 'services' we offer). If the Service__c field was left blank - I want to populate it with a record ID from our service master object.
I know that I can do with with a trigger without much effort, but in an effort to use the declarative part of the system as much as possible, I was wondering if there was a way to do it in a Flow or Process Builder?
I know that I can do with with a trigger without much effort, but in an effort to use the declarative part of the system as much as possible, I was wondering if there was a way to do it in a Flow or Process Builder?
Process Builder object should be Contract
Criteria should be able to see into the Lookup of the Master so you can do a match on your criteria there.
2nd Criteria should be AND Service__c is blank.
Action would be record update and then use it to reference the contract and update the field using a reference to the master.