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I am trying to create a process for next step history field in the process builder. My process gets invoked by a next step change formula 

 

"AND( 

ISCHANGED( [Opportunity].Next_Step__c  ), 

NOT ( ISBLANK(PRIORVALUE ( [Opportunity].Next_Step__c  )) ) 

)"

 

I am having trouble creating the formula to populate the next step history field with the date & time and the previous next step. Any thoughts on what this formula should be? 

10 条评论
  1. 2019年7月10日 20:12

    No it should be okay (back download a backup file of everything just in case).

    Your Field Update Formula would be something like this

    [Opportunity].TextArea_Field__c +" *** Last Updated By: "+

    $User.FirstName +" "+$User.LastName + " on "+

    TEXT(NOW()) + "Next Step: " +

    [Opportunity].NextStep +" *** "

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