I need that field to auto-populate depending on the first opportunity that that contact is related to.
On the Opportunity, they are listed under contact. How do I get that contact to be auto listed and attached to the contact? I have attached screenshots below
I have HUGE automation that relies on this. PLEASE help!
5 respuestas
Just to confirm the requirements, I have it setup in the following way.
- A Contact (ex: John Smith) exists with the "Opportunity" field on the Contact being blank.
- An Opportunity has its "Contact" field updated with the Contact record "John Smith".
- The Process Builder is triggered since the Opportunity's "Contact" field was populated.
- The rule checks if the Contact record "John Smith" has a value in its "Opportunity" field.
- If the Contact already has a value in its "Opportunity" field, the rule ends and no action is taken.
- If the Contact does not yet have a value in its "Opportunity" field, the rule updates it with the Opportunity record.
Is that an accurate example of the process you're looking to accomplish?
