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sugandha arya Create new record using process builder
I am new to Lightning process builder.I have one custom object named as "Fee__c".There is lookup on Fee__c to Contact.Now,I want that if a new record is created in contact then that record should also create in Fee__c,and there is field named as Semester__c in Contact if Semester__c value changes/updated in Contact then also respective new record will create in Fee__c(want to use priorvalue to check previous and new value in Semester__c so that new record will create if only new value in semester is different from previous) and also if any other updations except the Semester__c field in contact then there will be no updation/creation of new records in Fee__c should be done.What should be best technique to do this?please guide me.
Add object -> select "Contact".
Start the process -> "When a record is created or edited"
Add Criteria
Set Criteria Name (to check for new record)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISNEW()
Save
Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values or reference values from newly created contact record)
If first condition is false
Add Another criteria ( to check if Semester__c is changed or not)
Set Criteria Name (to check for updated field)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISCHANGED()
replace "field" with "Semester__c"
save
Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values of reference values from newly created contact record)
Save
That's All
Sample Image for Illustration:
Mark this as Best Answer, if this helps solve your problem.
All Answers
Add object -> select "Contact".
Start the process -> "When a record is created or edited"
Add Criteria
Set Criteria Name (to check for new record)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISNEW()
Save
Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values or reference values from newly created contact record)
If first condition is false
Add Another criteria ( to check if Semester__c is changed or not)
Set Criteria Name (to check for updated field)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISCHANGED()
replace "field" with "Semester__c"
save
Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values of reference values from newly created contact record)
Save
That's All
Sample Image for Illustration:
Mark this as Best Answer, if this helps solve your problem.
Thanks for the reply.
I had custom field LAST NOTE in my opportunity layout. And I had field New Note is under Notes and Attachments related list in the layout. When we enter the Last Note, I wanted to display the same in the New note? How does it possible? I mean without doing it twice (Copy and paste), I just wanted to auto populate it. when I create Last Note, it should get auto populate the same in New NOTE and create record whenever I create Last note which means there should be all the information in Nee Notes related list whenever I create last note.
Can you please help me out.Thank you