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Hello,

 

I just want to know how process builder works. We have a requirement that count the total number of child object into parent object (this is self -relationship object). 

 

For the first & second scenario - New child- will add total number of open child and closed child- will subtract the total number of open child.

 

What we did: 

 

Create a workflows(wf1-for open child and wf2-for closed child) that will trigger the process builder(pb1) to update a flag that will trigger the workflows to add(wf3) and subtract(wf4) the number of total open child.

 

3rd scenario - Reparent the child to other. This will need to add the total number of invoice to new parent and subtract to the old parent.

 

What we did: 

 

On the wf2 (we add add change in parent to the criteria and add field update to capture the old parent ticket)

 

we also create a process builder(pb2) that will update the oldparent field.

 

and from the pb1 we update the flag to trigger the (wf4) minus to the old parent and (wf3) add to the new parent.

 

This is working on sandbox but when in production sometimes it working sometimes not.

 

Can anyone help or explain whats happening? or is the requirement really doable through process builder?

 

Thanks in advance. 

 

Regards,

 

Jerson
2 respuestas
  1. 24 mar 2015, 12:37
    Are you getting some error while working with it ? or is it just that the current logic is not working ?

     

    If you are getting some exception related to limits being hit, that is kind of possible with process builder as it is currently not bulkified. https://success.salesforce.com/ideaView?id=08730000000DhBlAAK

     

    Other than that, if there is some other issue, you would need to do the exact same steps for Sandbox and verify whether it is working under those circumstances.
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