0

I want my process builder conditions to update for all users except for one particular user. There is not a User option, only Owner and Profile. But the Owner of an object does not mean another user can not come in and make an update. How would I check for the current user that is trying to make an update?

[ACCOUNT].Owner.Profile.Name ?

1 Answer 1

4

You cannot reference values related to the running context and user in Process Builder criteria, but you can get to them if you set actions to execute if a formula evaluates to true. There, you can click the "System Values" search box to get access to a tree of data sourced from the running context:

PB screenshot

While you can add formula references here to the User, their Role, or their Profile, for circumstances like the one you describe the superior solution is usually to create a new Custom Permission and check for that (the "Permission" value tree in the screenshot above).

This allows you to make changes to the behavior administratively, by adding and removing a permission set from a user, rather than by deploying or changing your Process Builder. It's more resilient to changes in your org and desired business process.

A similar process can be used for a Hierarchy Custom Setting.

5
  • is there a way to set a permission set, so they can not trigger the process builder? The user has to update the object just not specific fields.
    – nameishi
    Jun 20, 2018 at 12:30
  • Not a permission set, a Custom Permission. You can apply Custom Permissions to specific users via a permission set.
    – David Reed
    Jun 20, 2018 at 12:34
  • @David Can you please help me with this question salesforce.stackexchange.com/questions/309032/… I followed the formula set to true but it doesnt work not sure if I am missing something
    – user81642
    Jun 10, 2020 at 17:01
  • Please let the community engage on your question - we have a lot of highly expert users and request that folks not tag in specific users.
    – David Reed
    Jun 10, 2020 at 17:04
  • @DavidReed Sure just tagged because I tried to follow the solution you specified
    – user81642
    Jun 10, 2020 at 17:05

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .