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sugandha aryasugandha arya 

Create new record using process builder

I am new to Lightning process builder.I have one custom object named as "Fee__c".There is lookup on Fee__c to Contact.Now,I want that if a new record is created in contact then that record should also create in Fee__c,and there is field named as Semester__c in Contact if Semester__c value changes/updated in Contact then also respective new record will create in Fee__c(want to use priorvalue to check previous and new value in Semester__c so that new record will create if only new value in semester is different from previous) and also if any other updations except the Semester__c field in contact then there will be no updation/creation of new records in Fee__c should be done.What should be best technique to do this?please guide me.
Best Answer chosen by sugandha arya
mritzimritzi
Go to process builder, create new process.

Add object -> select "Contact".
Start the process -> "When a record is created or edited"

Add Criteria
Set Criteria Name (to check for new record)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISNEW()
Save

Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values or reference values from newly created contact record)

If first condition is false

Add Another criteria ( to check if  Semester__c is changed or not)
Set Criteria Name (to check for updated field)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISCHANGED()
replace "field" with "Semester__c"
 save

Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values of reference values from newly created contact record)

Save

That's All

Sample Image for Illustration:
User-added image

Mark this as Best Answer, if this helps solve your problem.

All Answers

mritzimritzi
Go to process builder, create new process.

Add object -> select "Contact".
Start the process -> "When a record is created or edited"

Add Criteria
Set Criteria Name (to check for new record)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISNEW()
Save

Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values or reference values from newly created contact record)

If first condition is false

Add Another criteria ( to check if  Semester__c is changed or not)
Set Criteria Name (to check for updated field)
Criteria for Executing Actions -> "Formula Evaluates to true"
Function -> Logical -> ISCHANGED()
replace "field" with "Semester__c"
 save

Immediate Action (if true)
Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values of reference values from newly created contact record)

Save

That's All

Sample Image for Illustration:
User-added image

Mark this as Best Answer, if this helps solve your problem.
This was selected as the best answer
sugandha aryasugandha arya
Hi Mohammed Rizwan,
Thanks for the reply.
Sai Karthik KVSSai Karthik KVS
Last note and notes should get auto populate if we fill one in either of them.
I had custom field LAST NOTE in my opportunity layout. And I had field New Note is under Notes and Attachments related list in the layout. When we enter the Last Note, I wanted to display the same in the New note? How does it possible? I mean without doing it twice (Copy and paste), I just wanted to auto populate it.  when I create Last Note, it should get auto populate the same in New NOTE and create record whenever I create Last note which means there should be all the information in Nee Notes related list whenever I create last note.
Can you please help me out.Thank you