How to create a workflow rule in process builder?
– Create a workflow rule that sets a field to “whatever” on an object when a record is created or edited to meet the criteria. – Create a process in process builder for the same object, that when record changes, if field == “whatever” (criteria), posts to chatter.
When does a field update happen in process builder?
If you are doing a field update inside of a workflow that field update does not happen until after all the workflow criterias and process builder actions take place. What you have to be careful about is having the process builder rely on a field being updated by a workflow inside of that same execution context.
Why is my workflow update not triggering process builder?
Have you found any decision for this problem? Well, if someone is using a time-dependent workflow rule to trigger the process builder, then it will not be triggered. There is a known issue reported in Salesforce.
Why does process builder not fire when approval process ” accepted “?
If I manually change the status of the supplier to “Published” from something else, then the process builder fires and the record updates as it should. Why would it not do so if the “Publish State” is changed through an approval process and a workflow?
Can a parent record be updated in process builder?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record’s child records need the same update.
How does the start ( ) method in process builder work?
The start () method creates a new Process instance with those attributes. The start () method can be invoked repeatedly from the same instance to create new subprocesses with identical or related attributes. Each process builder manages these process attributes:
Why is process builder not triggered in Salesforce?
Well, if someone is using a time-dependent workflow rule to trigger the process builder, then it will not be triggered. There is a known issue reported in Salesforce. Link to the known issue. ( https://success.salesforce.com/issues_view?id=a1p30000000eN8vAAE&title=process-builder-is-not-triggered-when-time-dependent-workflows-are-used)