Check out my previous articles:
- Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!)
- Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!)
- Getting Started with Process Builder – Part 86 (What? Create a Process with No Action? Really?)
- Getting Started with Process Builder – Part 87 (Untangling the Perplexing Filter Logic of ‘Updating Records Action’!)
In the aforementioned articles, I have discussed few advanced concepts that will help you to optimize your process. If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Process Builder. Once you master the art of leveraging process builder, you will be able to easily create an optimized process!
It is difficult to overstate the power of Process Builder. Despite that, however, Process Builder does have some limitations. In this article, we will unravel a couple of known limitations of Process Builder and create a workaround by using Process Builder and Visual Workflow.
The limitation relates to setting up Scheduled Actions. To set up scheduled actions, a process has to meet one of the following bullet points:
- Start the process only when a record is created (1)
- Or, start the process when a record is created or edited (2). And, in addition, select the advanced option to execute actions only when specified changes are made (3).
But, what if you want to add a scheduled action when a record is created or edited and without selecting the advanced options checkbox?
Let’s look at a real-world scenario that I recently encountered.
Business Use Case
Before going ahead let us review the aforementioned known issue again – Process Builder updates Task – WhoId field only through inline edit but not through normal edit. This mainly applies to Org where – Allow Users to Relate Multiple Contacts to Tasks and Events – feature is enabled.
In light of the above-known issue framework, let us now look at a business case.
Edward Backhouse is working as System administrator at GurukulOnCloud. At GurukulOnCloud they are using Mircosoft Office 365 as their email client. Using Third-party applications they are syncing Salesforce – Microsoft Outlook calendar. They have enabled, Allow Users to Relate Multiple Contacts to Tasks and Events feature in Salesforce.
Edwards created a process in the past to update WhoId/NameID to null (similar to what is explained in the Salesforce known issue) when Subject contains a word Outlook, but because of the above-known issue, it is no longer working. Read the rest of this entry!
