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.


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.

enter image description here

enter image description here

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

enter image description here

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

enter image description here

Still, I am getting the error when creating the oppty

enter image description here

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?

  • 2
    Can you leverage workflow here? – Ashwani Jun 23 '15 at 7:28
  • 1
    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 Jun 23 '15 at 8:18
  • 2
    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 Jun 23 '15 at 8:38
  • Is that happening when you're running it as a admin or a non privileged user? – Jason Hardy Jun 23 '15 at 19:31

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.

| improve this answer | |

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.