If the owner of a lead is changed then:
- Take the name of the previous owner and store it in a text field called Last Ownerr
- Take the name of the new owner and store it in a text field called New Ownerr
Currently the process that I have does not work as it does not pull across anything to those fields.
Here are my formulas:
I've used dummy values for those formulas [eg. IF(LEFT(PRIORVALUE([Lead].OwnerId), 3) = "00G",
"YES", "NO") ] to check if it was evaluating the if statement, and those values did pull across. I've also tried using the formulas PRIORVALUE([Lead].OwnerId.Name) and [Lead].OwnerId.Name, but if I use those formulas then the process fails if the Owner is a Queue.
1 Antwort
I would add to your criteria that if either PRIORVALUE or the current owner is Queue do not run the process.
Then create additional nodes for if either the PRIORVALUE or the current owner is Queue then you can just have it populate the word Queue instead of going into OwnerID Name.
