1

I want my criteria to run for users that are in quite a lot of roles in Salesforce.

Do I have to list each one-by-one? Tried to use commas and semi-colons but it will not work like that (e.g. like print-screen)

EDIT: There are 13 roles to add but might need more!

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  • how many roles you want to add in your criteria? – Dhananjay Patil Nov 8 '17 at 12:25
  • @DhananjayPatil 13 for now but might need more - don't really want to add 13 condition rows - Thanks – TheAdmin Nov 8 '17 at 14:43
2

Salesforce doesn't support multiple values defined in process builder or flows. It is mentioned in the article

The Lightning Process Builder and Flow do not support comma-separated values in rule criteria.

Workaround

Using the same condition as above:

Set Filter Conditions:

1) [Case].Contact.Email   CONTAINS   someone@company.com
2) [Case].Contact.Email   CONTAINS   someoneelse@company.com

Filter Conditions (Customize the filter logic): (1 OR 2)

(P.S. I tried adding upto 38 conditions and it was going on and on. )

Workaround #2

You could also use the formula editor as well

OR([userrolefield] = 'Role1' ,
       [userrolefield] = 'Role2' ,
       [userrolefield] = 'Role3' ,
 ...
       [userrolefield] = 'Role-n' 
)
  • Tried to use Workaround#2 but when I add mt user role field and all the options I get 'The formula expression is invalid: Formula result is data type (Boolean), incompatible with expected data type (Text).' ERROR – TheAdmin Nov 15 '17 at 12:24
  • Condition Criteria is Field: [user role field__c] Operator: Equals Type: Formula Value: (formula as per solution above) – TheAdmin Nov 15 '17 at 12:26
  • I am not aware of the field names you have, since you have them concealed. Both workaround were presented to give you an idea. :) – Mahmood Nov 15 '17 at 12:28

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