Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
ramesh babu 114ramesh babu 114 

how to creat a record through process builder

how to creat a  record through process builder
Suraj TripathiSuraj Tripathi
Hi Ramesh,

Go to process builder, create a new process.

Add object -> select "Contact".
Start the process -> "When a record is created or edited"

Add Criteria
Set Criteria Name (to check for new record)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISNEW()
Save

Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropriate fields (either prefixed values or reference values from newly created contact record)

If the first condition is false

Add Another criteria ( to check if  Semester__c is changed or not)
Set Criteria Name (to check for updated field)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISCHANGED()
replace "field" with "Semester__c"
 save

Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropriate fields (either prefixed values of reference values from newly created contact record)

Save

That's All

Sample Image for Illustration:

User-added image

Regards
Suraj