Questions tagged [process]

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22 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 ...
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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 ...
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13 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 ...
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2answers
31 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 ...
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0answers
23 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 ...
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8 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.
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3answers
31 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() - ...
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0answers
38 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 ...
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0answers
15 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 ...
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0answers
22 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 ...
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0answers
34 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 ...
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1answer
26 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 ...
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38 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....
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3answers
384 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 ...
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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
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1answer
989 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 ...
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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 ...
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1answer
74 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) ...
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1answer
269 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....
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2answers
25 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.
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1answer
21 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='') ...
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2answers
38 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
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2answers
54 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 ...
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2answers
386 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 ...
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2answers
440 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
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1answer
273 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....
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1answer
130 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
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1answer
1k 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
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0answers
16 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
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3answers
109 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 ...
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0answers
117 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
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1answer
50 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
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1answer
933 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 ...
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1answer
97 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 ...
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0answers
186 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
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1answer
982 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
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1answer
29 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
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1answer
589 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 ...
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2answers
809 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
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1answer
436 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
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0answers
62 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 ...
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2answers
1k 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
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2answers
256 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 ...
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0answers
46 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 ...
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0answers
107 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
829 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 ...
4
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1answer
344 views

Process that fails only when fired in bulk. How to bulkify?

I have a process that fires upon creation of a custom object called Eventbrite Order Line Item (OLI). The OLI object has a lookup to contact and a lookup to campaign that are populated upon the ...
2
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0answers
410 views

How to make visualforce email template fields populate?

I have tested a visualforce email template using the "Send Test and Verify Merge Fields" option of the email editor and the fields populate with information from the referenced record when I do so. ...
1
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0answers
249 views

Process Builder not triggered after record creation via API

I have a process builder that is triggered upon record creation of an opportunity. If I manually create the opportunity, the process builder runs fine. When the opportunity is created from an ...
0
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1answer
425 views

Creating Task Reminders with Process Builder

I created a process builder process so every time I a lead an automatic task is created .. How do I automate that the task should be assign next day (Next day of Lead Created Day).