[SalesForce] Proccess Builder not Evaluating Percentage Field

I am using process builder flow on Opportunity Product. My requirement is if discount is > 30% then do update a status field on Opportunity Object. I used the below evaluation criteria in decision box.
[OpportunityLineItem].Discount > 30
(and also tried [OpportunityLineItem].Discount > 0.3 )
And if the condition is passed, then i am doing an immediate action to update parent Opportunity record.i.e. Opportunity Status Field values to 'Approval Required'. In the debug logs i see flow is not passing the criteria to do an update. User updates the percentage value from VFP.

I see Discount is being updated on Opportunity Product from VFP as expected. If i change the criteria to [OpportunityLineItem].Discount > 0, then flow is working fine. Any guess why process builder flow is not working when discount is either >30 or 0.3?

Best Answer

This has happened in the past as well. For percentages I usually have to create a formula field and multiply it by 10,000 (100 X 100).

Related Solutions

[SalesForce] Process builder doesn’t fire when approval process “accepted”

When you edit a "field update" action of an Approval Process, the checkbox Re-evaluate Workflow Rules After Field Change needs to be checked in order to have all workflows to be run and evaluated again after the "field update" rules in the approval process are applied.

This will cause also the flows set in the process builder to run again.

Please refer to the Salesforce docs to find additional information.

[SalesForce] Validation rule Preventing Process Builder Field Update process

Follow below steps to bypass validation rule in process builder:-

Implement a field which allows bypassing validation rules for Processes, on Opportunity, have a checkbox field BypassValidationForProcessBuilder__c, default unchecked, not shown on the Page Layout.

Adjust your Validation Rule to:

AND( NOT(Opportunity.BypassValidationForProcessBuilder__c) ,
NOT(ISNEW()), 
ISCHANGED(StageName) 
)

In your Process, in the immediate action block, first, use a record update for the concerned Opportunity record to set our Bypass field to TRUE. Within the same immediate action block, you can now have an action to update the stage name, use as many actions as needed. Then at the end have another update action to set the Bypass field back to FALSE. Within one immediate action block, the actions are done in order and separately.
By setting the flag back to false, you are making a field update. This will cause validation rules with boolean checkboxes such as Opportunity.BypassValidationForProcessBuilder__c = false to then make the validation rule true.
Alternatively, you could add Opportunity.BypassValidationForProcessBuilder__c = false && !ISCHANGED(Opportunity.BypassValidationForProcessBuilder__c) to the validation rule to bypass it.

reference:- https://help.salesforce.com/articleView?id=000247715&type=1

Hope it helps You.

Best Answer

Related Solutions

[SalesForce] Process builder doesn’t fire when approval process “accepted”

[SalesForce] Validation rule Preventing Process Builder Field Update process

Related Topic