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Topics#Data ManagementAlex Piper's Question
Alex Piper (Smile Savvy) asked in #Data Management
Jun 20, 2017, 2:38 PM

Validation Rule/Process Builder Conflict

I understand what's happening, but wanted to see if you guys have any better way of doing this.  I'll start by saying I am using Professional edition so I don't have access to custom Apex.  I have built 2 processes in Process Builder to create assets from opportunity products when an opp is closed/won.  The first process updates a custom field on Opportunity Product called OppStage it is a picklist with options for Open, Closed Won, Closed Lost.  The process changes it to Closed Won.

 

Validation Rule/Process Builder Conflict

 

Another process then takes any products with the OppStage maked as Closed Won and creates assets from them.  

 

Create Assets

 

I have also tried to implement a validation rule that stops users from being able to edit opp products after close.  The problem is, that the validation fires before the process, so its not letting my process edit the Opportunity Products which kills my whole Asset creation process.  Does anyone have any thougths about a better way to do any of this?

 

 
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