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Niki Glick 1 Process Builder - Update Opportunity Stage when Task contains specific text
Very inexperienced developer here - I appreciate your patience and help.
I'm attempting to use process builder to update the stage on an opportunity when a task subject contains "has been signed by all parties".
In process builder I have the task object starting the process when a record is created or updated. The criteria for the action group is "When conditions are met". The condition is Field [Task].Subject contains string "has been signed by all parties" - conditions = any (OR). The immediate action is Record: [Task].Account ID.Opportunities update Field: Stage Picklist Value = Closed Won
When I test the workflow by adding a task with "has been signed by all parties" in the subject on the opportunity and save the record, the stage is not updated. Any help is appreciated.
I'm attempting to use process builder to update the stage on an opportunity when a task subject contains "has been signed by all parties".
In process builder I have the task object starting the process when a record is created or updated. The criteria for the action group is "When conditions are met". The condition is Field [Task].Subject contains string "has been signed by all parties" - conditions = any (OR). The immediate action is Record: [Task].Account ID.Opportunities update Field: Stage Picklist Value = Closed Won
When I test the workflow by adding a task with "has been signed by all parties" in the subject on the opportunity and save the record, the stage is not updated. Any help is appreciated.
I created an account with some opportunities => added a task with "has been signed by all parties" in the subject on this account => all opps updated with 'Closed Won' stage.