A Process is not allowing save of Record when it does NOT meet the Process criteria
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Known Issues · Fixed

A Process is not allowing save of Record when it does NOT meet the Process criteria

Process Builder

Last updated 2015-09-03 ·Reference W-2424865 ·Reported By 83 users

Fixed - Winter '15 Patch 13.0

Summary
User's with a Process that has criteria referencing a foreign key field (cross object references) are running into an issue when saving a record that does NOT meet the criteria. They will get an error and will be unable to save.

Error:
The record couldn’t be saved because it failed to trigger a flow.
A flow trigger failed to execute the flow with version ID 30100000000XXXX.
Contact your administrator for help.

Repro
Example:
1. Create a Process on an object, Account for example.
2. Create criteria that reference a foreign key field, "Account.LastModifiedBy.Profile.Name = Standard User" for example.
3. As a User that has a Profile that is NOT "Standard User", modify or create an Account record (or record on whatever object is being referenced).

Even though your Profile does not match the criteria (you're not a Standard User), you are still unable to save the record because you get the above mentioned error. The Process is still trying to trigger even though the criteria is not met.

Workaround
The current workaround is to create a text formula field that pulls in the value of the foreign key field you are trying to reference in the Process criteria. You can use that formula in the criteria of the Process.

In the example above, on the Account object you would create a text formula field with the syntax $Profile.Name.

Reported By (83)

Sudip Mondal Scarlett Kang Bethany-Jo Johnson Felicia Abramson Mike Callaghan DAVID JANKE Sriharsha Thammishetty Charlie Corbeill Yu Yue Tan Cindy Freeman Gaspar Rodriguez Jack Sanford Eric Shen Kartez Turner Alastair Batchelor Nicole Young Drew Dayton Inna Chigareva Dylan Crowe Jared Jones Kevin Healey Edward Yerke-Robins Lindsay MacArthur Admin Admin Bertrand Mars Robbie Lloyd Ko David Clayton Cook David Goodenough Dennis Denton ERx Admin Arunkumar R Will Walker Margarita Verdier Sánchez Amie Toole Mark Klinski Zachary Singer Mary Dugdale Leo Garcia Kevin Hartigan Chad Pfrommer Amanda Summers Chris Brown Fion Mak Jason Paquette Jerson Poblete Blake Hunter Erin Keeney Yona Adler Rafael Delgado Chris Pearson David Krueger Ganesh Hegde Alex Youroukelis David Sokoloff Keri-An Richards Vincent Lippens Joan Eismann-Perry Joe Dobbels Stefano Lauria Ad Min Anne Moore Becky Sweigard Iain Clements Cory Lanzendorfer Honey Bhatnagar Frederik Rasmussen Sacha Villeneuve Brad Ciszewski Sanil Chopra Natalie Gunther Ambika Natarajan DemandRamp Oleksiy Nazarenko Doug Ramirez Lance Thompson Clayce Rodamer Jennifer Harris Kyla Longe Chris Edwards Pax Admin Matt Gvazdinskas Jonathan Green Jim Ellis

Is it Fixed?

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