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Is there a trick to the Formula evaluates to true option in Process Builder? I tried the following formula:

[Opportunity].Record_Type_Name__c == 'New License' && [Opportunity].StageName == 'Closed Won - Not Paid' && NOT(CONTAINS([Opportunity].Type, 'Additional'))

The flow never gets triggered.

  • Is the Process activated ? Can you share more information in terms of screenshots ? – Kaw Sumit Mar 5 '15 at 18:58
  • Unfortunately the Process is activated. – victorcorey Mar 5 '15 at 19:09
  • Formula is evaluated everytime, is that correct ? Whenever it is created and Edited ? right – Kaw Sumit Mar 5 '15 at 19:17
  • This does not provide an answer to the question. To critique or request clarification from an author, leave a comment below their post - you can always comment on your own posts, and once you have sufficient reputation you will be able to comment on any post. – Sergej Utko Mar 5 '15 at 20:34
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Try using one equal sign:

[Opportunity].Record_Type_Name__c = 'New License' && [Opportunity].StageName = 'Closed Won - Not Paid' && NOT(CONTAINS([Opportunity].Type, 'Additional'))

EDIT: Found this note in the guide...

There must be a space between the function’s parentheses and the contents of the parentheses. For example, you’ll get an error for TEXT([Account].LastModifiedDate) but not for TEXT( [Account].LastModifiedDate )

EDIT2: Found an article that states picklist formulas are not supported and in the above guide there is a generic picklist not supported everywhere.

Either tool will work however workflow may be the better option right now. There is no function help in process builder so complicated formulas may be difficult to build out. Also picklist formulas do not work in process builder. - See more at: http://gearscrm.com/overview-of-salesforce-process-builder#sthash.jbW4B8Kc.dpuf

Guide states:

Processes evaluate picklist fields as if they’re text fields, so some functions that normally support picklists may not support those fields.

  • I originally had the single equal sign. Both save, but neither trigger the flow. – victorcorey Mar 5 '15 at 19:10
  • @victorcorey Looks like it's having issues with the picklist fields, if you use fields that are not picklist appears to work. – Jenny B Mar 5 '15 at 19:28
  • @victorcorey I can't find documentation directly from SalesForce but did find an article that specifically states it isn't supported. Maybe open a case to find out for sure. – Jenny B Mar 5 '15 at 19:43
  • So it looks like @victorcorey might need to add a text field that is the Opportunity stage turned into text for the formula in Process Builder then. – Dave Humm Feb 17 '16 at 10:13
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I met this issue,too.

After I tried 5 case, I create a text field and using workflow field update to clone stage.

It's stupid but it's work.

Fortunately, criteria is easy to modify.

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