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I need to prepopulate an Opportunity Custom field upon creation.

I use URL Hacking to pass the value from the Account to the Oppty using a new "New" button.

/006/e?retURL={!Account.Id}&accid={!Account.Id}&00ND0000005hajn={!Account.Payment_Terms_Partner__c}

All is working in that process.

Now I need that the target field will hidden from the user. So basically, I want to give a user access to set value to a field, without him viewing that field.

I tried with page layout: hidden/read only - didn't work Field permissions - no luck.

* **Test with Process builder ****

Trying to do that with process builder, I get an unhandled error

caused by element : FlowDecision.myDecision caused by: The flow failed to access the value for myVariable_current.Account.Payment_Terms_Partner__c because it hasn't been set or assigned.

Account.Payment_Terms_Partner__c - is a formula field on the account, that takes one of two payment terms, either from the account, or the account.owner.account or defaults to: immediate

**** Test with Flow and Process builder ****

According to Judi Sohn I tried to use a flow and a process builder

Flow: is a simple record update that gets the oppty id and the payment terms to update.

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The process is just as simple, on creation, call the flow

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The criteria is to fire the process when the partner_payment_terms__c is NOT null

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Still, I am getting the error when creating the oppty

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The error appears both for Admin and Partner license.

(I am thinking to change the workflow, and grant access to the field, but ALWAYS update it to the default value - basically the user can't change)

Any ideas?

Is it possible?

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  • 2
    Can you leverage workflow here?
    – Ashwani
    Commented Jun 23, 2015 at 7:28
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    Have you thought about using a flow? That might be able to solve your problem, and it can easily be initialized from a visualforce page via the interview tag. You can also pass it parameters (such as the one you've specified). Can you give a little more data on what you're trying to accomplish beyond blocking access?
    – Jason Hardy
    Commented Jun 23, 2015 at 8:18
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    I'm pretty sure to update a field via url hack it has to be editable on the page layout, like the comments above I think you need to look at other options (workflow.flow etc)
    – Girbot
    Commented Jun 23, 2015 at 8:38
  • Is that happening when you're running it as a admin or a non privileged user?
    – Jason Hardy
    Commented Jun 23, 2015 at 19:31

1 Answer 1

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After discussion with SF support: Process builder, Workflow rules and Flows - can not update a picklist value based on a formula field (or other picklist value)

The only option is to use a text field (every of the flow, process etc, can update a text field.

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