Mixing
ISChanged and IsNew in Process Builder
Clash Royale CLAN TAG#URR8PPP
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1
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Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only fires if it's new value.
AND(
(($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c == False),
([Contact].RecordType.DeveloperName == $Label.Contact_Record_Type))
OR(
AND(
ISNEW(),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c == True),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True))
)
)
)
)
formula process-builder process
asked 2 hours ago
L. Watson
375
add a comment |Â
up vote
1
down vote
favorite
Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only fires if it's new value.
AND(
(($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c == False),
([Contact].RecordType.DeveloperName == $Label.Contact_Record_Type))
OR(
AND(
ISNEW(),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c == True),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True))
)
)
)
)
formula process-builder process
asked 2 hours ago
L. Watson
375
Text function always expect a number,string, date, datetime value but you are returning boolean. Are you able to save above? What exactly are you trying to do?
– sanket kumar
2 hours ago
add a comment |Â
up vote
1
down vote
favorite
up vote
1
down vote
favorite
Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only fires if it's new value.
AND(
(($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c == False),
([Contact].RecordType.DeveloperName == $Label.Contact_Record_Type))
OR(
AND(
ISNEW(),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c == True),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True))
)
)
)
)
formula process-builder process
asked 2 hours ago
L. Watson
375
Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only fires if it's new value.
AND(
(($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c == False),
([Contact].RecordType.DeveloperName == $Label.Contact_Record_Type))
OR(
AND(
ISNEW(),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c == True),
NOT(
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True))
)
)
)
)
formula process-builder process
formula process-builder process
asked 2 hours ago
L. Watson
375
asked 2 hours ago
L. Watson
375
asked 2 hours ago
L. Watson
375
asked 2 hours ago
L. Watson
375
asked 2 hours ago
L. Watson
375
375
Text function always expect a number,string, date, datetime value but you are returning boolean. Are you able to save above? What exactly are you trying to do?
– sanket kumar
2 hours ago
add a comment |Â
Text function always expect a number,string, date, datetime value but you are returning boolean. Are you able to save above? What exactly are you trying to do?
– sanket kumar
2 hours ago
Text function always expect a number,string, date, datetime value but you are returning boolean. Are you able to save above? What exactly are you trying to do?
– sanket kumar
2 hours ago
Text function always expect a number,string, date, datetime value but you are returning boolean. Are you able to save above? What exactly are you trying to do?
– sanket kumar
2 hours ago
add a comment |Â
1 Answer
1
active
oldest
votes
up vote
5
down vote
accepted
This formula snippet
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
is never going to evaluate to true. The text value of that Boolean expression would always be a non-blank string ("True" or "False"), if this even compiles.
Remember that the NOT() function takes a Boolean, and Checkbox fields are Booleans. You can pass one to the NOT() function directly.
If we make those substitutions, remove some of your extra parentheses, and add a comma (I don't believe your formula as written will compile), you come out with
AND(
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c),
[Contact].RecordType.DeveloperName == $Label.Contact_Record_Type,
OR(
AND(
ISNEW(),
NOT([Contact].Request_Portal_User_Account__c)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c),
NOT([Contact].Request_Portal_User_Account__c)
)
)
)
That's going to be true if the first two conditions are true, and Request_Portal_User_Account__c is false on a new record or is changed to false on an existing record.
answered 2 hours ago
David Reed
20.2k21640
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?
– sfdcfox
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
add a comment |Â
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
5
down vote
accepted
This formula snippet
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
is never going to evaluate to true. The text value of that Boolean expression would always be a non-blank string ("True" or "False"), if this even compiles.
Remember that the NOT() function takes a Boolean, and Checkbox fields are Booleans. You can pass one to the NOT() function directly.
If we make those substitutions, remove some of your extra parentheses, and add a comma (I don't believe your formula as written will compile), you come out with
AND(
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c),
[Contact].RecordType.DeveloperName == $Label.Contact_Record_Type,
OR(
AND(
ISNEW(),
NOT([Contact].Request_Portal_User_Account__c)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c),
NOT([Contact].Request_Portal_User_Account__c)
)
)
)
That's going to be true if the first two conditions are true, and Request_Portal_User_Account__c is false on a new record or is changed to false on an existing record.
answered 2 hours ago
David Reed
20.2k21640
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?
– sfdcfox
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
add a comment |Â
up vote
5
down vote
accepted
This formula snippet
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
is never going to evaluate to true. The text value of that Boolean expression would always be a non-blank string ("True" or "False"), if this even compiles.
Remember that the NOT() function takes a Boolean, and Checkbox fields are Booleans. You can pass one to the NOT() function directly.
If we make those substitutions, remove some of your extra parentheses, and add a comma (I don't believe your formula as written will compile), you come out with
AND(
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c),
[Contact].RecordType.DeveloperName == $Label.Contact_Record_Type,
OR(
AND(
ISNEW(),
NOT([Contact].Request_Portal_User_Account__c)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c),
NOT([Contact].Request_Portal_User_Account__c)
)
)
)
That's going to be true if the first two conditions are true, and Request_Portal_User_Account__c is false on a new record or is changed to false on an existing record.
answered 2 hours ago
David Reed
20.2k21640
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?
– sfdcfox
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
add a comment |Â
up vote
5
down vote
accepted
up vote
5
down vote
accepted
This formula snippet
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
is never going to evaluate to true. The text value of that Boolean expression would always be a non-blank string ("True" or "False"), if this even compiles.
Remember that the NOT() function takes a Boolean, and Checkbox fields are Booleans. You can pass one to the NOT() function directly.
If we make those substitutions, remove some of your extra parentheses, and add a comma (I don't believe your formula as written will compile), you come out with
AND(
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c),
[Contact].RecordType.DeveloperName == $Label.Contact_Record_Type,
OR(
AND(
ISNEW(),
NOT([Contact].Request_Portal_User_Account__c)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c),
NOT([Contact].Request_Portal_User_Account__c)
)
)
)
That's going to be true if the first two conditions are true, and Request_Portal_User_Account__c is false on a new record or is changed to false on an existing record.
answered 2 hours ago
David Reed
20.2k21640
This formula snippet
ISBLANK(
TEXT([Contact].Request_Portal_User_Account__c == True)
)
is never going to evaluate to true. The text value of that Boolean expression would always be a non-blank string ("True" or "False"), if this even compiles.
Remember that the NOT() function takes a Boolean, and Checkbox fields are Booleans. You can pass one to the NOT() function directly.
If we make those substitutions, remove some of your extra parentheses, and add a comma (I don't believe your formula as written will compile), you come out with
AND(
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c),
[Contact].RecordType.DeveloperName == $Label.Contact_Record_Type,
OR(
AND(
ISNEW(),
NOT([Contact].Request_Portal_User_Account__c)
),
AND(
ISCHANGED([Contact].Request_Portal_User_Account__c),
NOT([Contact].Request_Portal_User_Account__c)
)
)
)
That's going to be true if the first two conditions are true, and Request_Portal_User_Account__c is false on a new record or is changed to false on an existing record.
answered 2 hours ago
David Reed
20.2k21640
edited 1 hour ago
answered 2 hours ago
David Reed
20.2k21640
answered 2 hours ago
David Reed
20.2k21640
answered 2 hours ago
David Reed
20.2k21640
20.2k21640
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?
– sfdcfox
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
add a comment |Â
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?
– sfdcfox
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?– sfdcfox
1 hour ago
NOT($Setup.Hierarchy_Settings__c.Skip_Process_Builder__c)?– sfdcfox
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thanks, I missed that one.
– David Reed
1 hour ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
Thank you very much, yes my condition wasn't working but all the error message said was "missing a ')'" so I didn't have much to go off of. Thanks again!!
– L. Watson
39 mins ago
add a comment |Â
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Text function always expect a number,string, date, datetime value but you are returning boolean. Are you able to save above? What exactly are you trying to do?
– sanket kumar
2 hours ago