- Not reviewed
- Consumer
- Non-consumer
- Insufficient information
- Ambiguous
- Request 1: When a user selects “Non-consumer” in the Consumer__c picklist field in the Loan__c object , in the Opportunity object, the Consumer_Loan__c checkbox = TRUE and the Consumer_Loan_Hidden__c = FALSE
Request 2: When a user selects “Ambiguous”, “'Insufficient information”, or picklist is blank with no value, in the Consumer__c picklist field in Loan__c object , in the Opportunity object, the Consumer_Loan_Hidden__c checkbox = TRUE.
5 answers
I tried using workflow and proccess builder however I could not make it work because I could not view the Consumer_Loan_Hidden__c and Consumer_Loan__c fields in Opportunities when creating the workflow and proccess builder using the Loan__c object.