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I am trying to achieve the following functionality using process builder but I am not getting it exactly what I need:

I have one custom field in opportunity called order(Text) and standard field Stage Now, I need to populate the number in order(Text) when stage is changed to closed/won and this need to be work for each opportunity which has the stage value closed/won.

I know we can achieve this by writing Apex Trigger, but here I have Professional Edition and I can not write any trigger or Workflow. So, at least I have a choice to create process builder and achieve this functionality.

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2 Answers 2

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I've done this by creating another Custom Object, custom AutoNumber field in Custom Object and another process builder,

  1. I created One Process builder on Opportunity:

    Criteria: Opp.Stage == 'Closed/Won' && opp.Stage ISCHANGED == True

    Action: create a record of that custom object (work order) (when the record will create the AutoNumber field will populate automatically)

  2. I created another Process builder on the custom object (work order)

    Criteria: work_Order__c.AutoNumber != Null

    Action: Update the Opportunity and update the field Work_Order__c (Assign the custom object(work Order) field AutoNumber to Opportunity's custom field Work_Order__c)

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  • So you will have a corresponding record for every time an opportunity is closed/won. Good that you found an alternative being in a Professional Edition. Commented Apr 10, 2017 at 11:16
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Try the below Process Builder.It is working according your requirement.

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I hope it will help you.
Regards,
Akshay

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  • Hi, Can you please read this : You have a field in Opportunity, order. When OpportunityOne is updated to Closed/Won, the order field of OpportunityOne is changed to 1. Now, say OpportunityTwo is updated to Closed/Won, order field of OpportunityTwo is changed to 2 Commented Apr 10, 2017 at 8:55
  • @WantToBeACoder On a opportunity standard object , we can not create process builder according your requirement .I think , It could be happen through a custom object. Then we can update Order(text) field of opportunity . Commented Apr 11, 2017 at 9:20

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