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Stephanie MuellerStephanie Mueller 

Help updating process in Process Builder

Hi!

We currently have a process for Closed Lost opportunities that automatically updates the close date when the stage is selected. However, whenever I try to update old Closed Lost opportunities, it updates the close date to that date instead of keeping the historical date. 

How can I update my process to include only current opportunities and not change our old opportunities?

Picture of process:

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Best Answer chosen by Stephanie Mueller
Tony TrinhTony Trinh
Make sure the "Advanced" option is checked for the criteria node if it is not already. This ensures that the process will only fire ONLY IF the Stage was previously not Closed/Lost and changed to Closed/Lost. It will not affect any records that are already Closed/Lost and is later edited.

All Answers

Tony TrinhTony Trinh

Hello Stephanie,
 

Can you show a screenshot of the actual criteria in the node?

Tony TrinhTony Trinh
Make sure the "Advanced" option is checked for the criteria node if it is not already. This ensures that the process will only fire ONLY IF the Stage was previously not Closed/Lost and changed to Closed/Lost. It will not affect any records that are already Closed/Lost and is later edited.
This was selected as the best answer