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Hi.  I have created a flow that creates a new opportunity record based on a case.  This works fine when I hit Run from within the flow, the new opportunity is created with all the correct fields populated.

 

I need to trigger this when a checkbox is ticked on the case.

 

My Process looks like this:

 

Process Builder fails to trigger flow - no error message

 

User-added image

 

It is active :) 

 

When I tick the trigger box on the case (which has the correct record type ID), nothing happens.

 

I don't know how to find out what is preventing it working, I have looked at the debug logs but to be honest they mean nothing to me, I can't understand them.

 

What can I do to work out where it is going wrong?

 

Any help much appreciated please!
4 answers
  1. Nov 9, 2017, 10:16 AM
    Hi Sara,

     

    In your Node Criteria where you are checking for the recordtype, do you have the 15 digit Id or 18 Digit Id?

     

    Process builder does not work well with the 15 digit Id and try using the 18 digit CaseSafeID.

     

    Use the following tool to convert 15 digit Id to 18 Digit Id

     

    Alternatively, try using the Recordtype Name instead of the Id
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