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Gina Corona 9
Process Builder Related To ID
Hello I'm trying to create tasks that are related to an opportunity whenever a certain product is closed. I have it all setup but cannot get it to trigger. I'm not sure what the issue is and hope someone will identify it.
My start of process is wehenver the Opportunity Line Item is created or edited and the following criteria is met:
My start of process is wehenver the Opportunity Line Item is created or edited and the following criteria is met:
- Won = Yes (formula field pulled onto Opprtunity Line Item object from Opportunit)y and
- Product Code = ABC123
- Due Date Only | Formula | [OpportunityLineItem].Opportunity.CloseDate +2
- Assigned To Id | String | 00541000006XBEj
- Related To ID | Field Reference | [OpportunityLineItem].Opportunity.CloseDate