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pavan kumar 177 Process builder is not working as expected with specific criteria
Hi Friends i got a requirement like whenever a case is created (Or) edited with specific criteria.I need to update specific field in opportunity.
So,for cases & opportunities have lookup relationship.But my requirement is single opportunities have multiple cases means we can use single opportunity in multiple cases.
I don't want to lose my data in opportunity if i can assign same opportunity in another case.
So,i came with process builder.
I do it like when a specific condition met.it updates a field in opportunity called
Churned units = Churned units+field in cases;
It's working only with one field.
For reference:
So,for cases & opportunities have lookup relationship.But my requirement is single opportunities have multiple cases means we can use single opportunity in multiple cases.
I don't want to lose my data in opportunity if i can assign same opportunity in another case.
So,i came with process builder.
I do it like when a specific condition met.it updates a field in opportunity called
Churned units = Churned units+field in cases;
It's working only with one field.
For reference:
pavan kumar 177Please Look in to this @Deepak Anand