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Topics#Sales And MarketingPergunta de Shruthi GM
Shruthi GM perguntou em #Sales And Marketing
21 de mai. de 2019, 08:33

I have a requirement to implement using process builder

I have a reuirement where if the contact owner is changed,a check box needs to be checked.Similarly check box need to be unchecked on the same contact if the contact owner's profile is changed from a particular profile to a different profile.

 

I have implemented the condition through OR but checking is working but unchecking is not working!!..will unchecking work with process builder?
2 respostas
  1. Matt Smith (MJ Smith Business Analysis Ltd)
    21 de mai. de 2019, 09:20
    Hi Shruthi,

     

    How are you currently trying to achieve this?  Can you provide screenshots?

     

    I would have this as a second criteria node, as a formula evaluating to true 

     

    AND(

     

    ISCHANGED([Contact].Owner.Profile.Name) ,

     

    PRIORVALUE([Contact].Owner.Profile.Name)= "Old Profile Name"

     

    ) 

     

    Best,

     

    Matt
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