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KMK91KMK91 

Issues

IF(TEXT(Target_Metric_has_been_met__c)=='Yes', OTI_Targeted_Objective__c ,0)

Target_Metric_has_been_met__c  picklist
OTI_Targeted_Objective__c   formula field

How to update these values in process builder. Could you please help me out
 
Best Answer chosen by KMK91
Agustina GarciaAgustina Garcia
Double check these 2 links to know more about Process Builder
  1. https://www.youtube.com/watch?v=APiJg7908jk
  2. https://trailhead.salesforce.com/en/business_process_automation/process_builder
In any case, and as a summary, you would need an event that fires the process builder, for instance, once the object that has Target_Metric_has_been_met__c field, is created or / and updated.

Then you need to check the filter, that would be Target_Metric_has_been_met__c == 'Yes'

After that it is quite simplle, follow one path or another to set 0 or OTI_Targeted_Objective__c to any other field.

Hope this helps

All Answers

Agustina GarciaAgustina Garcia
Double check these 2 links to know more about Process Builder
  1. https://www.youtube.com/watch?v=APiJg7908jk
  2. https://trailhead.salesforce.com/en/business_process_automation/process_builder
In any case, and as a summary, you would need an event that fires the process builder, for instance, once the object that has Target_Metric_has_been_met__c field, is created or / and updated.

Then you need to check the filter, that would be Target_Metric_has_been_met__c == 'Yes'

After that it is quite simplle, follow one path or another to set 0 or OTI_Targeted_Objective__c to any other field.

Hope this helps
This was selected as the best answer
KMK91KMK91
Thank You Agustina