Note:- In this article, among other things, I am going to spotlight on one of the most underutilized features of setting up Rule Criteria in Process Builder – ‘Formula Evaluates to True’; because ‘Conditions are met’ feature of the Action Group is used often, we are all well versed in it. But, how many of us have used it, or can, or know when to use ‘Formula evaluates to true’ feature of Rule Criteria?
So, the next question is, when would one need to use ‘Formula evaluates to true’ feature to define criteria for Action Group? Any guess?
In my last article Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!), I discussed how a user can select multiple values of one picklist while defining the criteria in a single stroke.
Thanks to all of you for your positive feedbacks! Well done guys, you learnt something new!
In this article, I am going to discuss another problem that I recently faced, and share my experience – Process fails with “The flow failed to access the value for [example] because it hasn’t been set or assigned – If you created processes using Process Builder before then, you must be familiar with this error. Ah! Pesky!
Let me unravel this mystery by offering an example: As a System Administrator, you receive a requirement to auto-update a Contact’s Description field (= Key Customer) whenever Account Annual Revenue is Greater than $10M.
If you define your criteria, like I did in the preceding screenshot, then the system would throw the following error at you – The flow failed to access the value for myVariable_current.Account.