I have this situation where I want to create a record on the ACCOUNT object and only when my custom field in ACCOUNT called 'Account status' is changed from 'new' to 'prospect', then it should auto-create a record on a CUSTOM OBJECT linked to the ACCOUNT record using process builder.
The problem arises when I need to have required fields in the page layout of the custom object – so it fails whenever I change my "Account status" field to 'prospect'.
Is there anyway I can auto-create a record on a CUSTOM OBJECT linked to the ACCOUNT record bypassing the required fields for the first time? I plan to make it like this so users can enter that custom object record later and update all the mandatory fields in that record.
Please if you can not to suggest using a visualforce page unless that is the only option.
Best Answer
First of all: if field is required ONLY on page layout it shouldnt be required for any other action than creating the record manually by the user. Secondly: you can use Apex trigger for that. Third option: you can create some artificial field on custom object that will indicate that the record is created automatically or not and add it to validation rule.
And probably a lot more options