Hello,
I am working on creating some fairly simple processes in process builder. Basically, I am working on an HR section for our database. I want a series of tasks to be triggered when a new employee is hired and a start date has been established.
The way it's set up, there is a Position Postings object that has information about the position and then there is a New Employee Checklist object which is the detail in a master-detail with Position Posting.
I set the criteria to be when the Start Date field on Position Posting is not blank to trigger the task.
I have tested this out multiple times and cannot get it to fire. I tried changing the criteria to be "Start date is null equals false" and "start date is changed equals true" but that didn't change anything. I also have a formula field on New Employee Checklist that is Start Date and I tried using that (although I shy from formula fields in workflow) and that also didn't work.
Any ideas?
Also, do you all know if it's possible in the Assigned To: ID field to assign to a role ID as opposed to a User ID? I hate using User IDs for tasks due to staff turnover.
Thank you!
2 Antworten
You need to create your Process on whichever object's being changed, as it's the change to that object's records which will trigger the Process.
If you need to link the Task(s) to the Position Postings object, create the Process for that object. Unfortunately, it's not possible to change a Process's object once it's been set so you'll need to rebuild your Process from the beginning.
If you need to link the Task(s) to the New Employee Checklist object, then use the Process Builder to populate a standard Date field on the NEC object and then create another Process on the NEC object, which will be triggered when the NEC record's date field is populated.
Referencing a formula field, which takes the date on the PP object's records won't work, as changes to formula fields don't trigger Processes or Workflow Rules (yet (https://success.salesforce.com/ideaview?id=08730000000BrIGAA0)).
It's not possible to assign Tasks to a Role but you could vote for this Idea (https://success.salesforce.com/ideaview?id=087300000007HC0AAM) which would allow them to be assigned to a Queue, shared by several Users.
