I’m trying to figure out if process builder can update a field to the current date/time when the criteria is meet.
I want to track when an opportunity stage is selected. I know the tracking in down in the stage history however I need to have it on the detailed page.
I’ve tried $GlobalConstant.now, $GlobalConstant.now()… not sure if this is able.
Answers:
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Method 1
I am not sure if there is a variable that would allow you to do this directly in the Process Builder. There are two workarounds that i am aware of:
- Create a formula field on the Process object set equal to Now() and use this to set the value.
- Create a record update or insert Quick Action on the Target Object and use the pre-defined values to set your desired field to Now(). This is my preferred option as you can use the pre-defined values in the quick action manage all of your field updates while using the familiar formula builder UI.
- Set the Target field equal to the Last Modified Date of the Source object. This will get you within a few seconds of Now() since the Process is triggered after the insert/update.
Method 2
As mentioned before this is not available at this time. It was mentioned to use Visual Work Flow which is a viable work around.
That said I came up with my own solution: Create a formula field which is the formula of “now.” Then in Process Builder just use the “Now” field to set the date/time.
Method 3
There is an idea for this here (unfortunately!).
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