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Nick Garrison
Stage not automatically updating from process builder
I am having a problem with a stage that is not updating correctly, reps are telling me Stage is incorrect -- it’s supposed to be
automatically updated based on a custom “Timeline” field, but at least some of their
Opportunities have a Stage that doesn’t align with the Timeline. This is an
automation is written in Process Builder, there is a criteria node about midway down
in the relevant process labeled “Timeline Is Updated.” You see a Field Update action
next to that node labeled “Update Stage.” The timeline field is a
formula field that references a custom object related to Opportunity by lookup.
What are the potential problems I can search for?
automatically updated based on a custom “Timeline” field, but at least some of their
Opportunities have a Stage that doesn’t align with the Timeline. This is an
automation is written in Process Builder, there is a criteria node about midway down
in the relevant process labeled “Timeline Is Updated.” You see a Field Update action
next to that node labeled “Update Stage.” The timeline field is a
formula field that references a custom object related to Opportunity by lookup.
What are the potential problems I can search for?
May I know that the formula field used is correctly populated.
If not means process builder while not worked correctly.
Please let us know if you have any doubts?
Thanks,
Kamala,\
Sweet Potato Tec.