I'm using process builder for the first time and the request to create a record is not working. What am I doing wrong? Here is what I need.
When a record in a custom object (Engagement) is created, an Opportunity is created for a different group.
- The Engagement RT is 'XX' and that is the only criteria for the first step.
- The Opportunity is created for another team with a record type of 'YY' as soon as the Engagement record is created.
There is no delayed action... I've managed to find the cross referencing fields to use on the Opportunity so there are approximately 8 fields that should populate on the new Opp record. I've made sure to include all the required fields. It isn't that complicated but when I activate it and create an Engagement with XX recortd type, the Opp isn't created. Why? Any ideas?
Here is the section of the debug... I don't know what to look for since it's the first time I debug on a process flow.
14:54:46.416 (416141972)|WF_FLOW_ACTION_BEGIN|09L180000004DFH 14:54:46.418 (418864360)|FLOW_CREATE_INTERVIEW_BEGIN|00D180000000rOO|300180000008Rvv|301180000008Xe0 14:54:47.065 (1065353084)|FLOW_CREATE_INTERVIEW_END|519824cec140a2e93653279e7c0a14d4e7bf816-55d4|TM Opps from MS Engagements 6 14:54:47.069 (1069512151)|FLOW_START_INTERVIEWS_BEGIN|1 14:54:47.102 (1102873129)|FLOW_START_INTERVIEW_BEGIN|519824cec140a2e93653279e7c0a14d4e7bf816-55d4|TM Opps from MS Engagements 6 14:54:47.112 (1112282868)|FLOW_START_INTERVIEW_END|519824cec140a2e93653279e7c0a14d4e7bf816-55d4|TM Opps from MS Engagements 6 14:54:47.112 (1112308915)|FLOW_START_INTERVIEWS_END|1 14:54:47.116 (1116655087)|WF_FLOW_ACTION_END|09L180000004DFH 14:54:47.116 (1116686142)|WF_TIME_TRIGGERS_BEGIN 14:54:47.123 (1123423701)|WF_ACTIONS_END| Email Alert: 2; Flow Trigger: 1; 14:54:47.123 (1123431117)|CODE_UNIT_FINISHED|Workflow:01I70000000IABR 14:54:47.127 (1127583669)|EXECUTION_FINISHED