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I'm using the process builder for a certain task. Which will check a field of a record,

if it's value is A1, it will create a new record and set it to A2,

if A2 then set it to A3, and if A3 then set it to A1.

A1, A2, A3 are the only values that should be there.

im planning to use this code inside the formula field of the process builder

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  • Hi Niveth, can you please elaborate more the issue you are facing?
    – highfive
    Sep 20, 2018 at 3:43

2 Answers 2

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Try using [Account].Name = 'A1' in one criteria and then create a record with account name as A2..then go next criteria if its not A1 and check for A2 and create A3 record immediate action ..then check for A3 and create a record of A1

Hope this will work for you.

Thanks, Ashwini

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  • Please Mark as best answer if formula works for you Sep 18, 2018 at 13:03
  • It's not appropriate on Stack Exchange to ask for upvotes or answer acceptance in most situations. If the question sits unaccepted for a long time, perhaps, but that's not the case here.
    – David Reed
    Sep 18, 2018 at 13:10
  • this is what i came up with, but was looking for a more efficient way. Thanks for your help Sep 18, 2018 at 17:03
  • Sure @DavidReed Sep 19, 2018 at 4:26
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You can use a formula like this in a "create new record" action:

CASE([Account].TextField__c 
, 'A1', 'A2'
, 'A2', 'A3'
, 'A3', 'A1'
, 'A1') 

This is assuming that if the text field is anything other than A1, A2 or A3, (ie if it's blank), the formula will create a record with value of A1

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