Questions tagged [process]

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537 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
209 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 ...
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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 ...
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3answers
258 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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1answer
75 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 ...
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1answer
137 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
205 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 ...
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1answer
2k 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 ...
3
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1answer
2k views

Process Builder Flow to send Email Alert at a Specific Time Say 9 AM CET

I have a business requirement to send email alert 7 days after Opportunity Close Date @ 9 AM CET time. But i dont see any option where I can specify time or hours in Process Builder. I see option for ...
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1answer
32 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 ...
2
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0answers
79 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
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 ...
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2answers
326 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
61 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
112 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; ...
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1answer
944 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 ...
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0answers
529 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. ...
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0answers
306 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 ...
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1answer
501 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).
4
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1answer
356 views

Process builder not activating in production

I have a process that runs a checkbox loop: that is upon insert it turns off checkbox and then 1 day later it turns it back on so that the process can evaluate everyday. Most importantly, it triggers ...
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1answer
750 views

Where to check Email send from Process builder after 10 days of a particular date

I have one process builder which has one scheduled action, which will send one email alert after 10 days of a particular date. I want to check whether this email alert is send or not. Where can I ...
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1answer
77 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 ...
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1answer
409 views

Trigger Process Builder when user receives lead, not queue

I have many queues and do not want to reference every one of them by Id in my formula, particularly since I would need to update the formula every time I add a new queue. I have a process builder ...
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1answer
4k views

A flow trigger failed to execute with Version ID -

I have one Process builder which calls Flow which call another flow. I came across following two situations on Case - ERROR Message 1: Workflow Action failed to Trigger Flow The record ...
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1answer
213 views

Issue in Creating a process builder as per a Task Due Date

Need your help urgently. I tried several methods but failed. I have to create two fields under the object " Lead". ( for insurance industry) 1.Renewal month (January, February… December etc) 2. To ...
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0answers
37 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 "...
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1answer
204 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 ...
3
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1answer
867 views

Process Builder - Adding new processes makes old processes not work

I have been using Process Builder for a few weeks now. Its main purpose for me has been in its ability to update records in my database without having to click "edit" and "save". I have certain ...
11
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2answers
2k views

CPU issues caused by process builder and workflows has really gotten bad in last 3 releases

Not getting much activity on the Salesforce Community site with this one so I'll try it here. I've noticed a massive spike in CPU exceeded limits since Summer 15' and Winter 16'. I've personally ...
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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 ...
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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>...
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1answer
2k views

Does the “Allow process to evaluate a record multiple times in a single transaction” flag have functional consequences?

In process builder, there is a flag "Recursion - Allow process to evaluate a record multiple times in a single transaction". It's an attribute to the object to which a process/flow applies. The ...
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0answers
368 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. ...
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2answers
14k views

Process Builder limitations

I tried to update values on account object which is a parent object but I could not find the 'type' field which is a picklist anywhere in immediate actions. Basically I want to change the 'type' field ...
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1answer
25 views

What is the correct way to update a record based on the profile that created it?

What is the correct way to update a record based on the profile that created it? For example if the user belongs to profile X then I want all Contacts they create to be assigned to Account Z. I want ...
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1answer
1k views

Process Builder vs Apex Trigger

I had the following two requirements to implement. Change account type field on account as soon as a first opportunity is added to that account. Change account type field on account as soon as ...
2
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1answer
151 views

Batch Apex Error

Problem We are launching a Batch Apex process containing 430 batches (200 records each batch). We've ran it 4 times, all times it finished successfully without any error, but not all batches were ...
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1answer
3k views

Process Builder: Immediate Actions Criteria for Updating Records not working as expected

In my Org I have Custom_Object_A__c and Custom_Object_B__c. Custom_Object_A__c has a Lookup field to Contact and another Lookup field to Custom_Object_B__c. Custom_Object_B__c also has a Lookup to ...
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1answer
39 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 ...
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0answers
512 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 ...
2
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1answer
1k views

Run Processes in Sequence

Situation In order to reduce the number of triggers and custom code processes are very helpful. From my point of view there is no defined order in which processes are executed. Question In which ...
2
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1answer
2k views

Continuous Integration with Metadata API and flow/processes deployment [duplicate]

Duplicated: Please see Flows/Processes, Version Control and CI Using CI for deploying flows/processes to the same environment results in error if existing version has been already activated: flows/...
4
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2answers
2k views

How to see which user has created process in process builder?

Some one in our org has created a process, but don't know who has created it. is there any way to look who has created it ?
2
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1answer
795 views

Modify Class Method To Make It Invocable

I need to invoke my Apex Class whenever certain fields are changed on an Opportunity. I'd rather change the method of the class to make it invocable - if possible - instead of modifying it's Trigger ...

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