I have created a process builder with the following properties.
Choose Object section:
Object: Communication_Method__c
Start the Process:
When a record is created or edited.
Criteria Section:
No criteria-just execute the actions!
Action section:
Update Records
Object: [Communication_Method__c]
Set Object Variables:
Field: Name
Value: [Communication_Method__c].Contact__c
Update is working fine, but during insert I am getting "Name is a required field"
Can I not populate a field in the same object with a value of another field during insert using process builder ?
Best Answer
See the Triggers and Order of Execution document: when saving from a standard Salesforce UI page, require field validation at the page or field definition level occurs at #2, while processes do not run until #14. So the field must be populated beforehand.
Unfortunately there isn't a way to specify a default value at the field definition level for the standard Name field, so I don't see a code-free way around this. If you were creating the Communication_Method__c through a quick action you could use a predefined value, but that won't work for standard new/edit pages.