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fifedog / hartOfFolsom

HART of Folsom, is a non-profit that helps the homeless. This is the source repo for their org. Primarily for the winter shelter program.
http://www.hartoffolsom.org
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Error when entering DOB #16

Closed fifedog closed 4 years ago

fifedog commented 4 years ago

I was entering in a few new clients that did not exist in Salesforce. When I used the “New” button to create the record everything came over except the DOB. I had to then edit the newly created record to again enter the DOB…then it worked. Not sure why it was not working I tried entering the date 01/01/1990 and by bringing up the calendar and selecting the date…either way it did not carry over in the creation of the new record.

it only worked by using the edit feature after the record had been created, not when I was initially creating the record

Requestor: Ed

fifedog commented 4 years ago

The issue was with the Contact On New process builder, anytime a new contact was created it was taking the 'birthday from lead' field and updating the standard Birthday field, which in this case when a new contact is created via the UI, it would override any DOB information.

I had to include a little logic to say only update if the current birthday field is blank.