Hi everyone!
I'm having a problem using Process Builder to pull the description from a task (a logged call, which we use for notes internally) and pushing that text into a field on the opportunity record page so I can pull the logged call along with other data in the opportunity for reporting.
I currently have my Process Builder setup like this:
Object:
Task: When record is created or edited
Criteria:
Name = Opportunity Status
Criteria for executing Actions = Conditions are met
Conditions = [Task].Subject Equals String Discovery (Our logged calls for notes all use Discovery for notes)
All Conditions are met
The Immediate Action is to Update Records
Name = Update Opportunity Status
Record = [Task].Related to ID (Opportunity)
Criteria for Updating Records = No criteria--just update the records!
Field = Latest Note
Type = Field Reference
Value = [Task].Description
I built this off a working Process that currently works in Case but not in Opportunity for some reason. Any insight would be greatly appreciated! Please let me know if there's anything else I can provide that can help.
T P (GP) Record types? Yes, super easy. Go to Setup - Object Manager, find the Opportunity object, click to open it, on the left navigation look for Record Types. While you are at it, check Case as well, since you said it worked on cases.
