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Results tagged with process-builder
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user 17382
The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.
1
vote
1
answer
143
views
Process Builder running 2 versions with a time based Create Action?
I revised the initial process to include few more fields on a time based create action. Now I have 2 records being created the same time and only 1 Process is active. What could be wrong here? Is ther …
- 111
0
votes
Process Builder running 2 versions with a time based Create Action?
Under WorkFlows and Approval > Flows > All scheduled Proccess Builder will be listed. Create a new view add the filter you need see what version of what Process Builder is be used and Start Deleting. …
- 111
2
votes
Process Builder Sandbox vs. Production
I figured it out. Well, I had to try a different approach to get this to work. So here you go.
Choose Object (Opportunity) and Specify When to Start the Process when a record is created or edited. C …
- 111
0
votes
1
answer
123
views
How to carry over pick list values from old Opportunity to new one?
I have a workflow and Process builder that creates a New Opportunity. In that new opportunity I'd like to carry over 2 custom pick list fields data from the old opportunity. Is that possible using wor …
- 111
2
votes
1
answer
541
views
Process Builder - Revision (Deactivate and then Clone then Activate)
Do I have to update the records again to trigger the process builder with the revised one, or does it automatically use the same Process with the updated version?
- 111
4
votes
1
answer
4k
views
Process Builder Sandbox vs. Production
I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For exampl …
- 111