Questions tagged [process]

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4
votes
1answer
394 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
69 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 ...
2
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0answers
488 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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1answer
30 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 ...
1
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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 ...
1
vote
1answer
706 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 ...
1
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0answers
277 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 ...
1
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1answer
557 views

Error Using Flows - Required Field Missing

I am attempting to create an automation that populates opportunity contact roles when contacts are selected by the user creating the opportunity. Upon pushing the flow live, I am getting the ...
1
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0answers
31 views

Trigger process through PB after approval.

I have set up a paid time off app with two objects: 1) a staff database that houses the leave allowance and 2) leave request form. Then, I set up an approval process which after approval updates a "...
1
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0answers
85 views

What permission required for approval/rejection links

What permission is required for approval/rejection links to display I have the following VFP code <apex:relatedList list="ProcessSteps" > <apex:facet name="header"><b>...
1
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0answers
328 views

Using IsNull in flows on a formula text field

I read on this forum that we should use IsBlank for text fields, which I assume holds true to formula text fields. I'm not sure however that holds true for flows as I don't see the option for IsBlank. ...
1
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0answers
509 views

Process error emails - not receiving them in WInter 16

I am trying to debug my Process (created before Winter 16 was applied) but I am no longer receiving error emails when the Process encounters an email. The log message for this one is useless at all ...
0
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1answer
16 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 ...
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0answers
29 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 ...
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0answers
20 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
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0answers
20 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
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0answers
31 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
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0answers
13 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
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3answers
128 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
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2answers
185 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
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0answers
28 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
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0answers
50 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
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0answers
65 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
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1answer
51 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
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0answers
63 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....
0
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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='') ...
0
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0answers
142 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
60 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 ...
0
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0answers
198 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 ...
0
votes
1answer
522 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 ...
0
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0answers
56 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
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0answers
110 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; ...
0
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1answer
65 views

Process Builder Deployment Error

While deploying one process builder from One Sandbox to another sandbox I'm getting below error: name(Action Call) - We can't find an action with the name and action type that you specified. It is ...
0
votes
1answer
199 views

Getting a null pointer exception when trying to assign variable

I keep getting a null pointer exception but I can't understand why. I do have null checks. I know that the field on the Match__c is null, but I can't understand why that would matter, since it's the ...
0
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1answer
23 views

Can we auto populate data from one user lookup of object_1__C to object_2__C user look up

I have an object 1 with user lookup, Right now I am using formula field to populate user to other object. But i have requirement i need to populate from selected user from user lookup to other user ...
0
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2answers
1k views

Recall Approval Process From Apex for non-admin profile

I have a business Requirement, where i have to provide an option for some users to recall the approval process. To my understanding I have created a button on Object. On click of this button I'm ...
0
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1answer
37 views

Error while selecting a field in Process Builder

I am using process builder for my opportunity record. I wish to add a criteria in process builder to define the criteria for the action group. In set conditions sections I select a field from the ...