I'm currently trying to create a process in Process Builder that accomplishes the following task:
When a Contact record is created that fulfills a certain criteria (Record Type), 10 child records are created on a custom Object (Milestones) that is Master-Detail to the Contact record.
In Process Builder, the master-detail field requires an ID - which field does this? I've tried the following process, and the related records don't seem to create:
Contact, execute when record is created
Execute if: RecordTypeID = [ID of the record type]
Create Milestone__c (master-detail to Contact) record with corresponding fields:
Contact = [this is what I'm unsure of - which ID is this?]
Name = [name]
Start Date = [Date]
Due Date = [Date]
(repeat x10)
I'm not receiving any error notifications, either, so it just seems to not be creating the records.
Does anyone know what the field for the Contact ID is?
2 件の回答
Hi There,
I am having a similar issue. I have a Parent Account (Lead), that creates new records on a Child Object ("Requirements") upon a specific status updates. On Requirements, there is a Master-Detail relationship with a Custom Object- "Success Factors". I am having trouble figuring out how to complete the Success Factors field in Process Builder. I don't know what the Field Reference, Formula, or ID should be filled in with. On the Success Factors object there is just 3 fields: LookUp (Lead), LookUp (Opportunities), Picklist.
