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.
The process is just as simple, on creation, call the flow
The criteria is to fire the process when the partner_payment_terms__c is NOT null
Still, I am getting the error when creating the oppty
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)
Is it possible?