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Sara Monksfield (RSC) 님이 #Data Management에 질문했습니다
I've set up a Process that changes the opportunity record type when a box is ticked.  When you tick the box on Opportunity, if the record type is Commercial it changes the record Type to Locked (so it can only be edited by Admin) and changes to a new page layout. This works fine. 

 

I also need it to change back, so if Admin untick the box, and the record type is Locked, the record type changes back to Commercial.  This is the bit that won't work.  If I don't specify that the record type is Locked, then it works, but of course changes all other record types to Commercial as well, as they don't use the tick box. The moment I include the record type ID for Locked (using either the 15 or 18 digit code), it doesn't change the record type.

 

This is the first process, which works:

 

Changing record type using Process Builder - works one way but won't revert back

 

1 is the tickbox field, 2 is the record type ID

 

User-added image

 

This is the second process, which doesn't work:

 

User-added image

 

User-added image

 

Can anyone spot where I've gone wrong please?

 

Thanks.

 

 
답변 5개
  1. 2016년 8월 12일 오전 11:23
    The Process Looks ok, I am assuming the Process is iniated when a new record is creeated or edited.

     

    the only change I would make is , try the 18 digit Id in the criteria instead of the 15 digit Id for the record type

     

    use the following tool to convert the 15 digit to 18 digit
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