This is the process builder:
This is the critieria that works, it fires when the account field is populated:
However I need to limit it by Case record type. I've added the 18 digit code and it doesn't work:
I've realised I've had this problem before and not ever resolved it properly, I've ended up finding non record type ID workarounds instead. So I'd like to understand what the problem is.
Can anyone help please?
5 Antworten
Processs builder only works with 18 digit ID so if you are hardcoding an ID, then it must be a 18 digit ID.
P.S. Instead of using the ID, you can simply use the Record Type name.
It will look like: [Case].RecordType.Name
