Here’s a screenshot of the process triggered by the opp creation. The quote is getting created with no issues, but no line items are being added.
Here is a screenshot of the invocable process:
The criteria I’m using in the invocable process relies on two fields on the account, one of which is a formula field that populates a string representing the employee “cluster” size based on the “No. of Employees” field. In this example, the account has 7 employees so the “Employee Cluster” field gets set to “1-10” which should trigger the process. Even though the account criteria is being met at the time of the quote creation, the line items are still not getting populated. Is it possible the invocable process is getting called before the formula field gets populated? Can anyone offer any assistance?
4 réponses
Forum Ambassador
Coby Press (Black Cloud)Instead of using an invokable process, why not just use a standard one. And make a tickbox on the quote in the background which is updated when created from a process builder (of if you want it added everytime, ignore this). Then create a process builder for creating only on Quote which then adds quote line items everytime ones created, with the required criteria.
Thanks a lot,
Cobes :D
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