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Process Builder: Waiting Flow Interviews: Provide Better Information

When time-based workflows are triggered, we can monitor when they are scheduled to actual perform their actions using the Setup...Monitor...Time-Based Workflow page.  We can see the workflow rule, the actual record that triggered the workflow, and… Show more

288 comments · 6 years ago

24,430  Points voting closed
Delivered in Summer 18
Delivered in Summer 18

Process Builder: Error messages

Process Builder works great, but when there is a validation error or any other error, it doesn't provide the much information to user and user will never know how to resolve that issue. This is what user see when process throws exception/error.… Show more

263 comments · 6 years ago

15,070  Points
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Make Record Type Name available in Process Builder

The new Process Builder is fantastic, and I see that you can add filter criteria based on Record Type Developer Name, but it seems that I must still use the Record Type Id to update the record type. I still have to use Workflow Rules to set the… Show more

216 comments · 6 years ago

14,190  Points voting closed
Delivered in Winter 16
Idea is generally available.

Bulkify Process Builder

It appears that the new Lightining Process Builder (Beta) is running on the trigger flow engine, which has some bulk limitations. The Process Builder is great because it allows admins to easily build a process that would noramally have to be written… Show more

163 comments · 6 years ago

13,970  Points
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Allow Process Builder field updates to bypass Validation Rules

Admins need a way to make sure that Process Builder field updates do not trigger validation rules after the update(s).One of the most powerful uses for automation like Process Builder is to perform actions non-admin users would otherwise be prevented… Show more

50 comments · 5 years ago

13,730  Points
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Process Builder: Clone Criteria Steps and Actions

Would like to have the ability to clone/copy a criteria step to only have to change one value/name and Save.  

227 comments · 6 years ago

13,400  Points
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Process Builder (Beta) and Duplicate Management Rules Conflict

Utilizing Process Builder to update records works well except when a record is identified as a possible match through duplicate management. When the record is held by the duplicate rule it prevents the process flow from executing after a user selects… Show more

248 comments · 6 years ago

13,210  Points voting closed
Delivered in Summer 18
Delivered in Summer 18

Choose Who To Send Flow Fault emails and Process Builder Error Emails to

The notifications currently go to the user who built the flow or process builder. I am currently in a situation where the original user who created the flows in Sandbox and deployed them is no longer active. I therefore must change his email in order… Show more

140 comments · 5 years ago

12,270  Points
Partial Delivery
Idea was partially delivered. We post an update about anything that wasn't delivered.

Process Builder - List View

As we are keep adding process in PB, we have more and more processes. It would be easier for admin to manage / filter / find process related to a criteria. In classic workflow, we can create List View, expect the same for Process Builder.  Show more

132 comments · 5 years ago

10,140  Points
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Process Builder: created and last modified information

Currently, Process Builder only have Last Modified information with Date.Please add following information:- Created By - Created Date Time- Last Modified By- Last Modified Date Time

147 comments · 6 years ago

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