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Questions tagged [criteria]

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Process Builder What is the domain over which the criteria apply

We have a process builder process which appears to apply its criteria to all "Contacts" in our system and then act on all of the "Contacts" that match the criteria. Is that what is expected? We are ...
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33 views

How can I stop multiple case update notifications being sent?

I've created a PB which notifies the case owner whenever a case they own is updated. The issue is that I have a number of child objects (and processes) which update the case record when an action is ...
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2answers
34 views

Help with nested AND/OR for Process Builder criteria node

Keen for some help with this formula please. It's ignoring the PRIORVALUE OR statement so presumably the order of what I'm doing is incorrect even though PB accepts this syntax: AND ( ISCHANGED([...
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43 views

Salesforce FullForce Solution

Do you by any chance know what are the criteria that are taken in consideration to certify a Salesforce FullForce Solution? And what are the steps that should be followed in certifying a Salesforce ...
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1answer
308 views

Process Builder - Does not contain

I'm trying to create criteria in process builder that basically states: User Email Address 'Does not contain' "gmail" See below: This is resulting in an error that may be related to Spring 19 ...
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1answer
20 views

Show records that haven't been updated for more than a week in reports

To show records in report that haven't been updated for a week or more do is the following criteria correct? LatModifiedDate__c - Less than - THIS WEEK
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1answer
2k views

List multiple items on one condition line in process builder

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 ...
2
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1answer
571 views

Add Public Groups as criteria to a Process Builder

I want my process builder to run just for set of users. I know that I can do it to run for certain profiles/ Roles but not all people in that profile/ roles need to run it. Is there a way to add '...
2
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1answer
83 views

What will happen if two process builders having same criteria but updating different values

I have a Process Builder with a criteria which will update case owner as "Queue A" , another Process Builder with the same criteria that will update the case owner as "Queue B". Now, if the criteria ...
1
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1answer
508 views

How to update record after some time based on certain criteria?

Suppose I have a record that is created with status X, and I need to check it 60 days later if it still has the same status. If it is X, then change it to Y. I think this is doable with time-based ...
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2answers
1k views

When Dates of Contract End Date Pass, Contract Status Should Expire

I have created Workflow rule and selected criteria as like below and after pick list field update selected Expired. ahm__Contract_Expiration_Date__c < TODAY( ) But when I select the dates less ...
3
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1answer
89 views

Pass Report Criteria (picklist value) with links in VisualForce

I am passing report criteria in a VisualForce page with an outputLink. It works fine where i pass a blank / true / false but when i pass a picklist value, the value does show up in the report filter ...
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0answers
22 views

Criteria in Process Builder

In the Process Builder I’m trying to set a Criteria entered in a record being a future date in a calendar. Equals>Type is no good because I have to enter a date. Should I select: Field-Date ...
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0answers
810 views

Problems with null(?) Date criteria in a Process Builder flow.

We've got different statuses for a record where we want to back fill date markers that an event happened. If I "Held Interview" then obviously I also "Contacted" a given person. Sometimes the Process ...
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2answers
456 views

Add a Validation To Custom Button on Standard Page layout

I have a custom button on a custom object, which redirected to a VF page via URL content source. But I only need to run it based on certain field value of my custom object. So without going to a VF ...
1
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1answer
1k views

Prevent Process Builder action from firing when lookup field is blank

I have a process, based on the case object, with very simple criteria that launches a flow. I need to be able to prevent the process from launching the flow when the case record does not have the ...
1
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1answer
268 views

workflow rule that changes a picklist value

I am trying to develop a workflow rule that will change a certain picklist value of the Pipeline field based on a certain criteria. I've created the workflow rule Test Workflow Rule and set the ...
4
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1answer
631 views

Remote Objects Query Criteria Where Condition “in”

I have an array list that takes many ids. I am trying to get records with remote objects according to array list. I am using 'in' condition for this scenario and ı am getting an error that is "Invalid ...
3
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2answers
99 views

Populate opportunity field based on multiple task criteria

We are currently trying to populate a field on the opportunity based the opportunity having multiple tasks within which certain criteria are fulfilled. The idea is: if more than one task has a ...
1
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1answer
508 views

Workflow date/time criteria

I have a date/time field that store when an email was sent. I then want to have a workflow that resets another field on the record the next time the record is edited AND it is within a certain time ...
0
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1answer
58 views

Manager can auto-follow cases and tasks of their subordinate in Chatter

Chatter only provides feature to auto-follow based on ownership. I have a requirement that manager should auto-follow cases and tasks of agents that falls under their hierarchy of role. eg manager-...
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1answer
320 views

Remote Objects Criteria - null values

Is it possible to retrieve objects with null in given field? How to create such a criterion object? Something like: {where: {fieldname: {eq : null } } } doesn't ...
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3answers
2k views

Custom field lookup not returning all matching values for filter criteria

I have created a lookup field with required filter type that filters on specific criteria within the lookup objects. During testing I noted the lookup field only returning 1 value as an option when ...
1
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1answer
491 views

Why is my workflow not firing? - “100 <> null” evaluates to false? null formula comparison issues?

Question In a workflow formula criteria, what's the expected behavior when comparing nulls with the <> operator? Details I've got a basic workflow that seems like it should fire but ...
5
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2answers
4k views

Date-dependent filtering of roll-up summary fields

On our Accounts, we have a related list to test scores (custom object) that "expire" after five years. I am trying to use a roll-up summary to display the best test score within the past 5 years. ...
1
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1answer
433 views

How can I build criteria around a percentage?

Conditions suedo code would be: IF Total Adjustment Percentage IS Greater Than 5% I’ve tried the following to no avail. Total_Adjustment_Percentage__c > -5 (the true value in database show ...
2
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4answers
143 views

Approval process with AND( OR() ) doesn't seem require all

I thought that should be able to wrap a bunch OR conditions with an AND that would require TRUE from each OR such as this. AND(OR(ISPICKVAL(Apttus_Proposal__Opportunity__r.Sales_Typ__c, "New"), ...