Process Builder - Allow Editing a Deactivated Process or allow "versions" - Ideas - Salesforce Trailblazer Community
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Delivered in Spring 15
Delivered in Spring 15

Process Builder - Allow Editing a Deactivated Process or allow "versions"

Process Automation

The Process Builder currently does not allow you to edit a deactivated process. The user must deactivate and "Save As" a new Process in order to make changes.

This can be problematic when building a process and testing it. Each process has to have a unique name and following a standard naming convention becomes very challenging when you have to repeated create new processes to make fixes or updates. 

This is compounded since even after a deactivate process is deleted (after 12 hours) salesforce continues to treat that unique name as "taken" and does not allow you to recylce a unique name for a process.

I should be able to edit a process when it's deactivated or allow for multiple versions of the same process similar to how Visual Workflow operates.

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Latest Comment from Salesforce

  • IdeaExchange Moderator - 6 years ago

    With the Spring '15 release, you now have the ability to create versions of a Process.

    For more information, see the release notes:
    http://releasenotes.docs.salesforce.com/spring15/spring15/release-notes/rn_forcecom_process_versions.htm#rn_forcecom_process_versions.xml
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