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How to make record type name available in process builder?
However as soon as we have to do a record create and use Record Types on the object, we must push to a Flow in order to dynamically lookup the Record Type Id via the Record Type Name. Definitely needs attention to save time and effort building otherwise unnecessary Flows. Yikes. How did this get missed?
Can you change record type based on developer name?
Give it an upvote or downvote. The new Process Builder is fantastic, and I see that you can add filter criteria based on Record Type Developer Name, but it seems that I must still use the Record Type Id to update the record type. I still have to use Workflow Rules to set the record type based on name.
What to do if recurring ID field is blank?
My process builder triggers an error if a field is blank. If there’s a value in the field it works correctly. Maybe I need to address blanks and tell saleforce – If “recurring id field is blank” do nothing? Thank you for your help on this one! I’m definitely stuck. The problem should be Apply_Gift_to__C, what type?
How to filter null values in Report Builder?
Each authoring environment provides different ways to create, open, and save reports and related items. To avoid obscuring important data, consider removing empty values from your dataset. To filter nulls, you can use the NOT IS NULL clause in your query.
How to test a process in process builder?
Select field equals “Track”, Type equals “Reference” and value equals “Track”. Click Save and Activate your process. The process should look like below. You can now test the process by changing the values in your Account field and see if they are getting reflected in your Contacts.
How to check if a record has been edited?
Select “Account” from the Object drop down list. Select the criteria “When a record is created or edited” in the criteria to “Start the process”. Give your criteria a unique name. I will call it “Check if track changed”