I have created a process builder, that is supposed to fire when a record is submitted for approval in one object. It is using the criteria of "when file is created or changed" and using a field changing when the record is submitted for approval as a condition.

The process builder has the action set to create a record in another object, but is not firing at all.

Is there anyway to solve this?

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  • 1
    silly question, did you activate the process? Can you paste the screenshot of the process builder with the criterias
    – Rao
    Commented Jul 24, 2017 at 17:41
  • 1
    Yes the process is activated, I can go grab a screenshot
    – Matt
    Commented Jul 24, 2017 at 17:42
  • can you also paste the action?
    – Rao
    Commented Jul 24, 2017 at 17:49
  • added it! hope that helps
    – Matt
    Commented Jul 24, 2017 at 17:59
  • Because the intial criteria is a picklist, do you mind trying by adding 2 conditions 1) Fieldname ISCHANGHED equals true / ADD ROW / 2) Fieldname equals Active? I am looking at documentation to see the order of execution on where Approvals and processbuilder falls
    – Rao
    Commented Jul 24, 2017 at 18:24

1 Answer 1

  1. Make sure Re-evaluate Workflow Rules after Field Change is Checked in your field update setting the picklist value in your approval process, for the process builder to be triggered.

  2. Also make sure the Recursion - Allow process to evaluate a record multiple times in a single transaction? is unchecked in the process builder at Choose object and specify when to start the process (ie) Step 1 in the PB.

Because you enabled the Re-evaluvate flag on the field update for every time the recursion occurs a new record will get inserted if not. You may end up seeing 6 records for the child object( I ended up checking the flag and saw this behavior)

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