Corey Babka No Comments

When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run.  This helps eliminate the process triggering multiple times because you are more specific in the criteria.  For example, you may want to update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created.  Or you may want to update the Salesman any time the Status field is updated on an existing record.  Here is how ISNEW() and ISCHANGED will work with these scenarios:

ISNEW() will check if the formula you create is running when a new record is created and will return TRUE if it is.  If the record is being edited, the function returns FALSE.

To update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created the Process Builder formula would be the following:

ISCHANGED() will compare the value of a specific field to the previous value stored in the record.  It will return TRUE is the values are different and FALSE if the values are the same.

To update the Salesman any time the Status field is updated on an existing record the Process Builder conditions would be the following:

To add further criteria when a field is edited you can use the PRIORVALUE() function.  To update the Salesman any time the Status field is updated from Prospect to Client on an existing record the Process Builder formula would be the following:

Written by Becci Gearman

Leave a Reply

Your email address will not be published. Required fields are marked *