I am looking to perform the following immediate action in the Process Builder.
If Generate Date is null then update Bill Review Owner field with POC field.
How do I go about writing the formula here:
Thanks,
CS
3 Antworten
You don't need to write the full formula here. This is how you should configure it:
Process criteria:
Generate Date is null Boolean True
Update Record action:
Bill Review Owner equals Reference POC field
