On Opportunity Object i have 3 custom currency fields called
1) Product Amount 2) Support Amount 3) Maintainence Amount
Total Value of these 3 fields is reflected on formula field called Deal Value, process builder flow fires once deal value is generated and it updates Amount field which is standard field.
This is done because enterprise reporting is conducted on Amount Field rather than deal value.
Now i being asked to automate renewal opportunities, I have created one using process builder here are the details
i have set field values for
1) Product Amount 2) Support Amount 3) Maintainence Amount
Using field reference type.
Also I have unchecked option under
Advanced Do you want to execute the actions only when specified changes are made to the record?
This is working perfectly fine but process is creating TWO records instead of ONE. here is the screenshot where it has created two records
I am suspecting the first process of deal value updating amount value is impacting this one and leading to creating two records, but i am not sure of this
For the record, these are the ONLY TWO processes which are currently running in my organization
Any Help is appreciated
Kind Regards Prashant
Do you want to execute the actions only when specified changes are made to the record?
to be true so the decision block only fires the first time the oppo becomes closed won and not on subsequent changes to that oppo – cropredy Apr 5 '19 at 17:15