Hi, I wrote a process builder for Workorders object. In my ORG we have Child and Parent workorders by design.
In Workorders I have 3 custom fields:
1. Mail alert on report - Boolean Type
2. Report Alert Email 1 - Email Type
3. Report Alert Email 2 - Email Type
The process fires when Mail alert on report becomes true on Parent WorkOrder.
The process should update the three fields in Child Workorder, taking data from the same fields in Parent Workorder as field reference:
1. Mail alert on report - Boolean Type
2. Report Alert Email 1 - Email Type
3. Report Alert Email 2 - Email Type
Well, the the process fires, I don't get any error but the fields in Child Workorders stay blank. Why? I'm I doing something wrong?
Any help is appreciated
The problem was solved by support.
Here are the steps:
1. Clone your existing Process builder for Work order object. 2. Change your condition [WorkOrder].RecordType.DeveloperName from "MainWorkorder" to "Main Work Order" 3. Change the immediate action from; A. Mail alert on report - Field Reference - [WorkOrder}.ParentWorkOrder.Mail_alert_on_report_c B. Report Alert Email 1 - Field Reference - [WorkOrder].ParentWorkOrder.Report_Alert_Email_1_c C. Report Alert Email 2 - Field Reference - [WorkOrder].ParentWorkOrder.Report_Alert_Email_2_c To; A. Mail alert on report - Field Reference - [WorkOrder].Mail_alert_on_report_c B. Report Alert Email 1 - Field Reference - [WorkOrder].Report_Alert_Email_1_c C. Report Alert Email 2 - Field Reference - [WorkOrder].Report_Alert_Email_2_c
