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Natalia Rex 1 Using process builder to pull value of picklist into another object
Hello, I am wanting to do something pretty simple but for some reason it is not working (I am not sure why).
This is on the object Account Contact Relationship.
Example:
If a contact that has a direct relationship and role to an account has a picklist value changed, that value needs to be shown on the account they're a direct relationship to.
On contact I have the following picklist, called: "Onboarding Funnel".
On account I have the following picklist, called: "Super Admin Onboarding Funnel"
Both piclists have values:
Welcome Email
Product Set Up
Feature Callouts
Knowledge base
Mini Celebration
Onboarded
If the contact that has a direct relationship to the account, and the picklist on the contact gets changed to Welcome email, product setup, etc, then that exact value needs to be visible on Account, in the field "Super Admin Onboarding Funnel".
I am attaching a screenshot of the process builder, I have a feeling it has something to do with the last step, perhaps I am doing something wrong there?
This is on the object Account Contact Relationship.
Example:
If a contact that has a direct relationship and role to an account has a picklist value changed, that value needs to be shown on the account they're a direct relationship to.
On contact I have the following picklist, called: "Onboarding Funnel".
On account I have the following picklist, called: "Super Admin Onboarding Funnel"
Both piclists have values:
Welcome Email
Product Set Up
Feature Callouts
Knowledge base
Mini Celebration
Onboarded
If the contact that has a direct relationship to the account, and the picklist on the contact gets changed to Welcome email, product setup, etc, then that exact value needs to be visible on Account, in the field "Super Admin Onboarding Funnel".
I am attaching a screenshot of the process builder, I have a feeling it has something to do with the last step, perhaps I am doing something wrong there?