Questions tagged [process]
The process tag has no usage guidance.
84
questions
2
votes
1answer
24 views
Update Parent Case record with the new case record id created using process builder
Requirement:- In Case record, if a user selects particular value in picklist and clicks on Save>> Create a New Case record. The new case record should be visible to user in the Related List section of ...
0
votes
1answer
15 views
Reject Reason and Task Assigned
Wondering if you could help me with an issue I'm having.
I need to create a picklist value that states what department the rejected agreement will go back to (if it is infact rejected).
Once the ...
1
vote
1answer
36 views
Generated PDF from Visualforce page cannot be read by Robotic Process Automation
I have a request, the client what to creat Robotic Process Automation that can read and treat a pdf generated from a visualforce. To do that, all the fields should be readable as it is appearing in ...
0
votes
0answers
28 views
Convert object into a custom object
we parted our workflow into 4 different objects on salesforce.
These are:
Lead
Opportunity
Deal
Exit
Each of these objects includes different phases and I would like to create a new record in the ...
1
vote
1answer
26 views
Do Apex tests (have to) run as part of the deployment when we deploy Processes and autolaunched Flows?
When you have enabled the setting 'deploy processes and flows as active' you need 75% of Processes and Autolaunched flows to have at least some Apex code coverage.
The documentation on Running Apex ...
0
votes
0answers
19 views
Date/Time Fields in Processes
I'm told its possible for me to display a date field on a page layout that will then change to a date/time field in my process.
Example: User puts in a new starter starting date on the record but not ...
0
votes
0answers
17 views
Process Builder to schedule email alert even if not significant change is done
I have a question about scheduled email alerts on Process Builder.
I am trying to build a process that upon changing a date field would send an email alert with a reminder 669 days later.
It would ...
0
votes
2answers
38 views
Race condition with mail merge flow
How can I synchronize a flow that updates a record with the email panel? Or make the flow run synchronously so that the user waits for it to finish?
I have a meeting note object with 3 junctions ...
0
votes
0answers
29 views
Process flows not showing up in environment
I'm trying to push process flows that I created in my dev env and am trying to push it onto my test environment.
I updated my package.xml file to retrieve flow metadata and then uploaded it to ...
0
votes
0answers
11 views
how to submit an Approved record to same approval process?
I have a Approved record and i want to give edit access to the Record creator so that he can do some modification and resubmit the record for approval.
0
votes
3answers
100 views
Date formula on Process Builder
Hello I am trying to create an entry criteria when an opportunities last activity date is greater than 7 days..
I cannot seem to get the syntax correct. here what I've got so far.
today() - ...
0
votes
2answers
139 views
Process Builder - Invalid cross reference ID error with queue assignment
I am getting invalid cross reference ID error when process builder fails to assign the right queue to a case record. This happens only when new queues and process builder gets deployed to a new ...
0
votes
0answers
24 views
Difference between globalconstant.null & isnull
Im not able to understand the difference of using globalconstant.null & isnull condition when Im creating PB criteria..
I had created PB that will update a custom field and fill that field with ...
0
votes
0answers
46 views
Update Opp Stage from cross-object DocuSign Status (related to opp)
I need to update my Opp Stage based on a related object DocuSign Status. When the Envelope Status = 'Completed' on the DocuSign Status object, I need my Opp Stage to update to 'SOW Received'. This ...
0
votes
0answers
57 views
Unexpected error using CLI DataLoader “extract_all: could not instantiate class”
wadCurrently I'm working with CLI Dataloader and the main purpose of the process is to export data from different objects into Oracle Database. Everything works more than fine. BUT we wanted to ...
0
votes
1answer
42 views
What is wrong with my Date/time Process Builder Formula based on a Date field without weekends
I have a Task Process Builder based on Opportunity Stages. I am trying to create a formula for the date time due field based on a date field (Internal Deadline). I need the formula for the Date Time ...
0
votes
0answers
56 views
Submit record for Approval By Using Apex for Multistep Approval Process
It is possible to set dynamic appover to approval process invoke by apex
// Create an approval request for the Opportunity
Approval.ProcessSubmitRequest req1 = new Approval....
2
votes
3answers
476 views
Is there a benefit of using Process Builder vs Triggers
I went through a lot of different articles about Process Builder vs Triggers. Yet I can't say I clearly see the benefit of using Process Builder if you know how to write an apex trigger.
What would ...
0
votes
1answer
33 views
Enable a process to fire without editing it
I'm trying to create a process that will create a task when a specified date field = today(), which doesn't seem to work.
Use Case. Opportunity is closed/won. After the agreement is signed and all ...
2
votes
1answer
1k views
ISChanged and IsNew in Process Builder
Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only ...
0
votes
2answers
31 views
Process Builder is triggering for wrong usecase too
I have a requirement to assign leads created from a particular lead source from few states.
I have created the following process.
And sometimes state comes in lower case alphabet too. So while ...
0
votes
1answer
101 views
Unique Records in Process Builder
I'm working in process builder and am running into an issue.
My criteria is only on create, not on create & edit:
Choose the Contact Object
Criteria is met (Field A = true, Field B = today)
...
0
votes
1answer
310 views
Process Builder vs Trigger [duplicate]
what is the difference between Process Builder and Trigger? There are lot of answers out there but these are that much accurate....
0
votes
2answers
33 views
How can I stop a user from creating opportunity for a certain account
There are accounts that was tagged as out of scope and need not to be used in an opportunity.
But we cannot set this as inactive since we still have remaining transactions.
0
votes
1answer
22 views
Incorrect values passed from Process Builder to Invocable Method
at the moment I'm facing a weird issue with the Process Builder and a @InvocableMethod annotated method.
The simplified method looks like this:
@InvocableMethod(label='Test Long' description='')
...
3
votes
2answers
41 views
Invalid loop variable error:Process builder to apex call
am calling an apex call from process builder.In process builder am sending an id of invention disclosure object and in the class am getting an error as:
Error: Compile Error: Invalid loop variable ...
1
vote
2answers
82 views
Query for the existance of a Process (flow)
In some orgs I work in, there is a process setup that automates creating some objects after an object is created. This process does not exist in all orgs. I've written Apex code that imports data ...
0
votes
2answers
444 views
Process Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)
I am working on writing a formula inside process builder "Formula Evaluates to true" and it seems my logic is not working.
Suppose I have a following logic:
1 OR 2 OR 3 OR(4 AND 5)
Below is my ...
0
votes
2answers
589 views
Can Process Builder get the id of record that triggered the process
I have a process builder which invokes the Apex class. This Apex sends out an email to the Contact. The attachment of the Email is a VF page which gets the list of line items.
The issue here is that ...
0
votes
1answer
360 views
Flow Error Occured “The flow failed to access the value for”
I am getting this flow error,while updating field in process builder:
This error occurred when the flow tried to update records: The flow failed to access the value for myVariable_current.RecordType....
0
votes
1answer
162 views
Process builder fails running in user context
In my organisation we are Using custom field called Lead_Source__c in lead object
In opportunity level we are using standard field called LeadSource
Now, i am unable to map it's not showing standard ...
1
vote
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 ...
1
vote
0answers
17 views
Standard way to identify the child records of an Account in an Account Merge Process
This is a problem I am facing in the identification of the Child Records that gets moved into a Surviving account, out of the Standard Account Merge process. Is there a way of identification of suck ...
0
votes
3answers
144 views
Not execute trigger code section if being executed from process builder context
I have a before update trigger on an object which does some validations and throws .addError in certain scenarios. This object has a process builder as well which updates certain fields on object. I ...
0
votes
0answers
138 views
Process builder instantly executing scheduled action
I have created a scheduled action to send email 1 days after a custom date field and in another process I m setting this date field to today. Both run on create/update records.
So if I create ...
0
votes
1answer
59 views
Process Builder To Notify Teams When Approved Applications Are Less Than A Certain Figure
Is it possible to use Process builder to notify users that Applications are less/more than a certain number by a particular time of that day?
Example - Object is "Applications"
Id like to notify two ...
2
votes
1answer
1k views
Slack Integration: Is there a way to auto send posts to Slack from professional edition?
Can and How do I send an Outbound Message to Slack?
Or an Email Alert to Slack?
Or Other Options?
Outbound Message preferred, as I assume this would provide more detailed capability.
Example ...
0
votes
1answer
113 views
Report or Query to show all Approval Processes and their Criteria
Is it possible to run a report on approval processes and display their entry criteria?
What is the name of the object/field where Entry Criteria are stored?
No fields on the ProcessDefinition object ...
0
votes
0answers
197 views
Process Builder Time Dependent Action
I want to send email to Account Owner if the Account have no activity since last 30 days. How do I do this in Process Builder. This has to be Recurring for all accounts. I have professional edition so ...
1
vote
1answer
1k views
Cannot get a process builder to fire
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 ...
0
votes
1answer
30 views
Can I lock another related object when submitting a record for approval?
I am attempting to set a salesforce page up with a contact and application object. I was wondering if there was a way I could use the relationship between the two objects to have the contact account ...
0
votes
1answer
663 views
Process Builder Scheduled Action Fires even after Removing the Action
We have a process builder which is set to start when 'record is created
or edited' and this had a scheduled action to update status field.
Later we identified we no longer need this action so we ...
-2
votes
2answers
1k views
Approval process submit for approval button does not showing up
Can not see submit for approval button in my approval process? Please let me know how should I add it. Thank you
0
votes
1answer
490 views
Pull formula field from opportunity to account
I have a formula field on opportunities that calculates the Tier/Importance of an opportunity by looking at 'product purchased' and 'no. of licences purchased'.
I'm now trying to find a way to pull ...
2
votes
0answers
67 views
Process builder scheduled actions- operation rolled back error
I have a simple Process builder with scheduled action which runs after "0 hours after lastmodifieddate".
It runs whenever picklist A is changed on Account and updates picklist B on all related child ...
0
votes
2answers
2k views
Process Builder Error:The formula expression is invalid-Formula result is data type (Boolean), incompatible with expected data type (Date/Time)
I am creating a Process builder on case object. There are 3 criteria checks on a case record:
1. Case Record Type = Technical Support
2. Status = Re-Opened
3. Closure Reason = No response from the ...
1
vote
2answers
301 views
How to trigger email after last modified but within business hours
I have Business Hours enabled in my org.
I have created a process builder which triggers an email 24 hours after last modified date of a particular case. However I am not being able to understand ...
0
votes
0answers
52 views
Delete Status Change CaseFeed notifications on Case record
Whenever the status of the case is changed, a chatter notification is posted on the case record. I need some automation to delete those status change posts by using mechanism. Please suggest the ...
0
votes
0answers
109 views
Process Builder Formula
I have to get the contact name and here are some requirements, Could Anyone help me how I can use formula for this by process builder ?
Here
Platform is a pick list ;
Role is pick list;
...
1
vote
1answer
900 views
Process Builder missing equals sign?
In Process Builder, I am writing a formula for a field value. I would like it to look at a newly created attendee record's preferred email field, see if the contents of that field match the email ...
