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I am trying to write check method in process builder. But couldn't manage run process builder smoothly. This is what I want and what I tried

if (Account is new OR AA_field changed) AND (B_field is null))

Then run the action

OR(ISNEW(), ISCHANGED([Account].A_field), AND(ISNULL([Account].B_field)))

But I am doing it wrongly. How can I achieve this?

1 Answer 1

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The way you wrote it, you are performing OR operation all the conditions. Instead, it should be like this:

AND(OR(ISNEW(), ISCHANGED([Account].A_field)), ISNULL([Account].B_field))

Representing this in multiple lines for clarity would be like this:

AND(
    OR(
        ISNEW(), 
        ISCHANGED([Account].A_field)
    ), 
    ISNULL([Account].B_field)
)

Also, looks like you might be using this formula in process builder because you chose Formula evaluates to true under Criteria for Executing Actions*. Instead, you can

  1. Choose Conditions are met under Criteria for Executing Actions*
  2. Specify the conditions
  3. Choose/ Specify Conditions * & Logic * as shown in the screenshot below

enter image description here

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  • this explains a lot thank you! Commented Sep 18, 2020 at 13:00

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