I have quite a quandary which I have searched for a few hours on the forums with no luck.
Process Builder Rules:
"Recursion - Allow process to evaluate a record multiple times in a single transaction" = YES
"Start the process: when a record is created or edited"
Activates on the Child Object (Utility Account)
Rules: Activates when the Child Object is set to ACTIVE and the field NumActiveUtilityAccounts on the Parent Object = 1
Parent Object: Opportunity,
Child Object (custom): Utility Account
On the Child Object, there is a field called "ACTIVE" (checkbox)
On the Parent Object, there is a roll-up field which counts how many Children have been marked ACTIVE (0, 1, 2, etc. ). This field is called NumActiveUtilityAccounts
ISSUE I AM HAVING: Scenario: There are no active utility accounts (NumActiveUtilityAccounts = 0). I am creating a utility account (child object) under the parent object, and when I create it, it is marked as ACTIVE. Although the process builder should fire since it is ACTIVE and now the NumActiveUtilityAccounts = 1, it does not because of some issue with the formulaic / rollup field NumActiveUtilityAccounts.
Sorry if this seems quite complicated, but maybe someone can help me. Thank you!