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Glenn Nyhan 54
Can Process Builder create a New Record on a Related Object?
I have a picklist field on the Contact object. The only choice is 'Yes'. When the user selects Yes, I want Process Builder to create a new record for that Contact on a related object called WPA. Can't seemed to get this set up correctly. Any help would be greatly appreciated.
All Answers
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Abhi
Hi Glenn,
You can check the similar posts for your requirement.
https://developer.salesforce.com/forums/?id=906F0000000kCtFIAU
https://developer.salesforce.com/forums/?id=906F0000000DBxxIAG
https://help.salesforce.com/articleView?id=000213419&language=en_US&type=1
Hope this helps you!
Mark this as Best Answer if it addresses your issue.
Thanks,
Deepthi
Find the following steps:
Criteria Name àCondition are metà
Select Field , Operator (equal),Type (Pick list),Value (True)
Immediate action:
Map the WPA object fields with contact fields as follow.
Hope this helps you!
Mark this as Best Answer if it addresses your issue.
Thanks,
Please post the observations here.
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Abhi