Process Builder is a combination of Flow and Workflow Rule. In another word, we can say that it’s the next level of Workflow rule, which allows us to automate your business process by creating Processes with point-and-click. In the past, I have shared a couple of use cases where we can use Process Builder to solve complex business use cases instead of using Apex code. Currently, Process Builder only displays Last Modified Date on Process Management page.
Business Use case
Cathal Murtagh is working as System administrator at Universal Containers. A few months back, she has created a process Out_of_officeeeee to setup and out of office notification for Chatter post. It seems like; someone reverted a process to a previous version. She wants to identify who did it? Basically, she intends to determine the Last Modified by Name for process Out_of_officeeeee.
Solution for the above business requirement
To solve the above business requirement, we will use Workbench. Before proceeding ahead, you have to understand Flow and FlowDefinition Metadata Type and its Field Name in Salesforce.
A) Flow : – It represents the metadata associated with a flow. With Flow, you can create an application that navigates users through a series of screens to query and update records in the database.
B) FlowDefinition : – It represents the flow definition’s description and active flow version number.
Flow and FlowDefinition
Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with Salesforce.com organizations via the Force.com APIs (Words from Salesforce documentation). It also provides support for Bulk API, Rest API, Streaming API, Metadata API, and Apex APIs that allows users to describe the things, Query on the objects, Manipulate the data in Salesforce organizations directly in their web browser with a simple user interface.
Perform the following instructions to use Workbench for the above business requirement
1. Login to Workbench by navigating to https://workbench.developerforce.com/login.php
2. For Environment, select Production. For API Version, select 37.0 or highest number. Make sure that you check I agree to the terms of service. Once you’re done, click on Login with Salesforce.
Login to Workbench
3. If you’re using it for the first time, then allow Workbench to access your information, click Allow. Once you log in, you will see a page from where you can select different options as per your requirement.
4. After logging in, select Jump to | Metadata Types & Components
Metadata Types & Components
Once you’re done, click on Select.
5. The next step is select the Metadata Types i.e. FlowDefinition in this case, as shown in the following
FlowDefinition
6. Click Components | Out_of_officeeeee
It will display CraetedByName, CraetedDate, LastModifiedByName, LastModifiedDate, FullName, Id etc.
Created or Last Modified a Process Builder/Flow
If you want to check the details(CraetedByName, CraetedDate, LastModifiedByName, LastModifiedDate, FullName, Id etc.) for each version of a Flow, then select the Metadata Types i.e. Flow (In step 5).
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