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I have a Process Builder (We change to Flow soon- but want to have all the automation to the record at one place so that it is easy to move to Flow).

Use Case: When the Expected Revenue Date is moved out of this Month i need to get a Chatter post in the Group (this part is done through a Flow) . I used the below formula criteria in the Decision.

ExpectedRevenueDate__C  = IF( NOT(ISBLANK(ExpectedRevenueDate1, ExpectedRevenueDate1, ExpectedrevenueDate2)

ExpectedRevenueDate1 -- > Changes through Automation ( Value of Scheduled Installation Date)

Problem: When i change the ExpectedRevenueDate1 --> PB passes the decision (true) and the chatter msg is posting.

But when i change Scheduled Installation Date -->which Changes ExpectedRevenueDate1 --> which changes the ExpectedRevenueDate__C. This is the General way of record update happens

In this case the Decision is not Passing even though the Criteria is fulfilling.

I checked debug logs and it showed the decision as False.

Process Builder Decision Formula:

AND(
  ISCHANGED([Order].ExpectedRevenueDate__c),  
  NOT(ISNULL([Order].ExpectedRevenueDate__c ) ),
  MONTH(PRIORVALUE([Order].ExpectedRevenueDate__c )) = MONTH(TODAY()) ,
  MONTH([Order].ExpectedRevenueDate__c  ) > MONTH(TODAY())  
)

Any help would be greatly appreciated.

Thank you.

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  • If you have a different process builder that changes ExpectedRevenueDate1, then you need to set your current process builder to use Re-evaluate Records in the Advanced Options (just like with workflow rules). See documentation Commented Jul 5, 2022 at 16:31

1 Answer 1

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If you have a different process builder that changes ExpectedRevenueDate1, then you need to set your current process builder to use Re-evaluate Records in the Advanced Options (just like with workflow rules). See documentation

If you choose this option, the process can evaluate the same record up to five additional times in a single save operation. It might reevaluate the record because a process, workflow rule, or flow updated the record in the same save operation. When a record is reevaluated, the process uses the most recent values for that record.

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