4

While I'm using process builder on case object. I'm not able to include suppliedmail (web email) in rule criteria. can anyone help me in this issue? is this salesforce issue? P.S: I have System admin profile

4

It looks like the Web Email (SuppliedEmail) field is labeled Email Address in the Process Builder criteria builder -- if you click into the field you'll see that the API name is SuppliedEmail. Similarly, Web Name (SuppliedName) is labeled Name, Web Phone (SuppliedPhone) is Phone, and Web Company (SuppliedCompany) is Company.

(I filed a bug about the label discrepancies.)

Try that and see if it works.

  • I have one more question, can we use formula fields in rule criteria node? I had tried adding formula field in rule criteria but not able to see any corresponding actions being performed on record. – user17073 Feb 12 '15 at 11:54
  • No. Rule criteria are only checked when a database event occurs, like creating or saving a record. Formula field values are never stored in the database -- they are updated at runtime whenever a user views the record (e.g. in a page layout or report) or when referenced by another formula. So formula fields don't cause database events. – shannonsans Mar 4 '15 at 20:36
0

I found this solution in case anyone is wondering about this issue. The field SuppliedEmail is uneditable after the case has been created. You can work around this using a before insert trigger/helper class to populate the field if it's empty.

Trigger:

trigger caseAutomationTrig on Case (before insert, before update, after insert, after update) {
    if(trigger.isBefore) {
        if (trigger.isInsert) {
            caseAutomation.beforeInsert((List<Case>)trigger.new);
        }

Helper Class:

public static void beforeInsert(List<Case> buildMe){
    for (case c : buildMe){
        if (c.SuppliedEmail == Null){
            c.SuppliedEmail = 'replace.me@example.com';
        }
    }
}
  • not clear why you need variable cases in the beforeInsert handler as changes to Trigger.new are implicitly saved tot he database when the trigger completes – cropredy Jan 20 '16 at 19:26
  • Thanks! I was wondering if that was the case. Honestly it's because I have no idea what I'm doing. I just smash code together until I get things to work. I started with Salesforce about 6 months ago and started with Apex in Dec... !Me – TJW Jan 20 '16 at 19:37
  • ah -- you might want to read Appleman's Advanced Apex 3rd Edition or Fawcett's Enterprise Force.com to get into good habits – cropredy Jan 20 '16 at 20:21
0

The standard field 'Web Email'(api 'SuppliedEmail') on the Case object falls under the 'Email Address' field in the Process Builder so Type 'Email Address' and select it in criteria https://help.salesforce.com/articleView?id=000220120&type=1

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