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I got a requirement like I have case record type called customer.Whenever any case is created with specific set of fields.i need to update specific field in opportunity.

So,In that record type Look up relationship is there with opportunity.So, i write a process in process builder it is not updating anything.Even i met the criteria.

for reference: Criteria

Immediate action

In immediate field action.When i select related records.It doesn't shows opportunityId.It showing like opportunity name->AccountId->opportunities

Even i put reference or formula in field update anything is not working.

Please suggest where is missed it.

After your suggestion.

enter image description here

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    I don't think you can actually go up and then back down, or down and then back up... no sources to back it up but it doesn't seem like it even should work. – Adrian Larson Jun 15 '16 at 20:07
  • I created lookup relationship normally.But why i am not getting opportunity-id in related action.@Adrian Larson – Pavan tej Jun 15 '16 at 20:15
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    so you only want to update the Case's parent Opportunity? Not all Opportunities on the Case's Account? – cropredy Jun 15 '16 at 20:21
  • Yes you are right.@cropredy – Pavan tej Jun 15 '16 at 20:24
  • Any solution for this @cropredy – Pavan tej Jun 16 '16 at 12:09
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Pavan

Assuming that the relationship is Opportunity (parent) -> Case (child), then the Process Builder flow to update a field on the Oppo can be as simple as:

enter image description here

Note that the Immediate Actions is "Update Record", and "Record" to update is [Case].Opportunity. This is the parent Opportunity to the triggering Case object.

The Field update is an example only - I appended the Case.Subject to the Opportunity.Name field

If the Case has no Opportunity, nothing will happen

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If you want to update the Case's parent Opportunity then you need to change the record selection. Instead of [Case].Opportunity Name.Account Id.Opportunities it should read [Case].Opportunity__c.

When you select the record do not choose the Opportunity > option, instead scroll down more where you should see simply Opportunity in the drop down list.

  • But i want to filter only opportunities related to that case.So i filtered lookup with opportunity Opportunity Name: Account Name IDEQUALSCase: Account Name ID @Doug B – Pavan tej Jun 16 '16 at 11:27
  • I tried remove lookup filter.But i unable to update.i named opportunity name for my lookup and updated my question can you look on that @Doug B – Pavan tej Jun 16 '16 at 12:41

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