Using AND with picklist value in a process builder

Question

I have a process builder that I want to fire when an upportunity is created AND a picklist value is a specific value but I can't get the process to fire. Here is how I have the formula in the process builder - any guidance on what I am doing wrong is c=greatly appreciated!

AND(

ISNEW(),

ISPICKVAL([Opportunity].RevenueType__c,"POC (Project on % of Completion)"))

Eric Praud · Accepted Answer

Hi Kim,

First, if that's the only criteria in the process builder, you could click on the very first box (the one that says "Opportunity") and change it to trigger on creation only.

Otherwise, using ISNEW() is correct, however, can you make sure "POC (Project on % of Completion)" is the API name of the value, not its label.

Kim McPeek · Answer

THANK YOU!!!! that was it I was using the label NOT the API name.

Using AND with picklist value in a process builder

Data Management

관련 학습

도움 더 받기