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Currently, I have a rather large process builder with a lot of different criteria. there are about 7 different criteria that require scheduled actions. They are all being triggered by a date field update. Right now I have all of these criteria with scheduled actions on their own separate process builder (mind you on the same custom object) because when I tried to include them in the one main process builder with all the other 'steps' it would not work. I'm not sure if I just haven't been able to locate an answer because of the way I am phrasing the question or if what I am trying to implement simply does not exist yet. Any help would be appreciated!
6 respostas
  1. 11 de fev. de 2019, 20:30
    That assumption as I understand it would be correct then. If criteria 3 is met, it isn't until that has fully processed (ie the time-based action has fired) until the system would check for criteria 4, 5, etc in succession to fire. If multiple criteria can be met at once within the logic, personally, I would just make it as a series of workflow rules 1. because of the order issue that you would be running into with the Evaluate Next Criteria logic 2. If you do a mass update and say 3 or 4 of the criteria is met at the same time on one record and it's happening to multiple records, you'll probably run into bulkification issues and error out. One drawback with workflow is that you can't control when one fires in relation to another one (which is why I'm guessing that you're looking at PB) and in which case, I would suggest doing it as a trigger (which can be bulkified and fire in a set order).
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