I have a requirement of updating a checkbox on Lead based on the Lead Owner change and I am struggling some difficutlites in getting there by using the Process Builder, unsure if I am correctly using formulas or not.
Use Case ----
Update Checkbox 'Marketing' to TRUE on Lead,
if Lead Owner is 'Marketing' Queue
OR
if Lead Owner is changed to specific list of Users and Prior value of Lead Owner is 'Marketing'
Update checkbox 'Marketing' to FALSE,
if Lead Owner is not 'Marketing' Queue
OR
if Lead Owner changed from 'Marketing' Queue to other users who are not part of specific list of Users.
Implementation-----
I have created a Process Builder on Lead when it is created or edited with the below conditions -
Node 1 Criteria :
OR(
[Lead].Owner:Queue.DeveloperName = 'Marketing',
AND(
ISCHANGED([Lead].Owner:Queue.OwnerId),
PRIORVALUE([Lead].Owner:Queue.OwnerId ) = '00G6C000001h4S9',
[Lead].Owner:User.Id ='0056C000001s9m9QAA'
)
)
Node 1 Action :
Update Marketing checkbox to TRUE
Node 2 Criteria :
No criteia - just execute actions!
Node 2 Action:
Update to FALSE
Problem----
Marketing Checkbox is not set to TRUE when Lead Owner is changed from Marketing Queue to specific list of Users
Please let me know if I am not doing it correctly.
Thanks!
2 respuestas
Hi Dmitry,
I am not sure if my understanding is correct but the AND which I am using between below conditions where is checking If Lead Owner has changed from Marketing Queue to specific User.
ISCHANGED([Lead].Owner:Queue.OwnerId),
PRIORVALUE([Lead].Owner:Queue.OwnerId ) = '00G6C000001h4S9',
[Lead].Owner:User.Id ='0056C000001s9m9QAA'
And then these were in OR with simple criteria if Lead Owner = Marketing Queue.
Please let me know if there is something which I am doing wrong and if you could please help me in correcting the formuala?
Thanks!
