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Example : Field Update [Parent to Child Update]
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Parent Obj : Account
Child Obj : Contact
Relationship : Lookup Relationship
1 . Process Name : Account Related Contacts Title Update
The process starts when : A Record changes
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount GT 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
4 . Add the Action : Action Type -- Field Update .
Action Name -- Auto Account Related Contacts Title Update.
Record Type - Select a record related to the Account -- Contacts
Criteria for Updating Records : No criteria-just update the records.
Set new field values for the records you update : Title -- String -- Venkat Yadav
5 . Save.
6 . Activate the Process builder.
Note :
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1 . Using Process Builder "Parent to Child" & "Child to Parent" Field Update Possible.
2 . Process Builder Supports Lookup Relationship & Master Detail Relationship.
21 дек 2018