1

I have created a process builder with the following properties.

Choose Object section: Object: Communication_Method__c

Start the Process: When a record is created or edited.

Criteria Section: No criteria-just execute the actions!

Action section:

Update Records Object: [Communication_Method__c]

Set Object Variables: Field: Name Value: [Communication_Method__c].Contact__c

Update is working fine, but during insert I am getting "Name is a required field"

Can I not populate a field in the same object with a value of another field during insert using process builder ?

0

See the Triggers and Order of Execution document: when saving from a standard Salesforce UI page, require field validation at the page or field definition level occurs at #2, while processes do not run until #14. So the field must be populated beforehand.

Unfortunately there isn't a way to specify a default value at the field definition level for the standard Name field, so I don't see a code-free way around this. If you were creating the Communication_Method__c through a quick action you could use a predefined value, but that won't work for standard new/edit pages.

0

shannonsans answer is good.I had already facing this issue because validation rules will fire first in Sales force order of execution.

My suggestion is if name is a custom field you can remove required in layout level access.But if it is a standard field you can go to create a custom visual force page. @Arup Sarkar

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.