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Formula on field updates available in a Process Builder after Spring'16 release

Knowledge Article Number 000232761
Description Prior to Spring'16, System Administrators can only choose ID, Reference, and Global Constant when trying to update a lookup field via Process Builder Automation
Resolution

After Spring'16 released, the option to use Formula for updates on lookup fields is available for System Administrators to use. This expands the dynamic capability of field updates, allowing extensive customization of automation. 

When you select Update Records action type, upon selecting a lookup field on the panel, "Formula" is listed as the forth available option under the "Type" drop-down. An additional section to build the syntax is provided at the bottom.

Below is the click path:

Click on Setup | Create | Workflow & Approval | Process Builder | Open Process | Click on Immediate Actions | Update Reords | Set New Fields section | Click on Type drop down | You will see Formula option.

 





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