Signing up an org with trialforce template changes formula from custom field name to fieldID from the origin org
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Signing up an org with trialforce template changes formula from custom field name to fieldID from the origin org

Process Builder

Last updated 2020-10-19 ·Reference W-5799961 ·Reported By 124 users

Fixed - Winter '21

Summary
When a Process Builder in a TSO org includes formulas referring to custom fields, those references become replaced with the Ids of the custom fields when a trialforce template is created. This causes the process to be invalid in orgs created using that trialforce template.

*Note:
This issue also affects processes coming from a managed package when signing up an org with a trialforce template.

Repro
1) In your TSO org, create a custom field - for this example, say we create "My_Date_Field__c" date field on Account.

2) Create a Process, with a formula referring to the custom field. Continuing the example above, say our Process includes an Update Records action which will update a "Next Review" field with a formula like "addmonths({![Account].Last_Review_Date__c} , 1)"

3) Create a trialforce template

4) Sign up a new trial org using that template

Expected Result: Process in the newly created trial org will have a formula referring to "[Account].Last_Review_Date__c", with underlying metadata like "<expression>addmonths({!myVariable_current.Last_Review_Date__c} , 1)</expression>"

Actual Result: The metadata for the process formula in the trial org is changed to be like "<expression>addmonths({!myVariable_current.00N6A00000OWXYZ} , 1)</expression>" (where "00N6A00000OWXYZ" is the Id of the custom field in the TSO, which is different from the Id of that field in the new trial).

Workaround
None

Reported By (124)

Jesse McGeachie Harald Mayer Fred Ransom Anders Strømmen James Spinks Dan Moore pramithas dhakal Subas Thapa Sahan Baral Preeti Shrestha Karan Pant Dil Thapa Sudin Joshi Samita Neupane Kishor Bikram Oli dipanker baral Karuna Karki Ashish khanal Subigya Gautam Alina khadka Bonish Koirala Aashish Subedi Paras Bishwakarma Anil Rokka Deepesh Subedi Suraiya Pradhan Umesh Tandukar Saraswati Bhandari Pinkey Gupta Prashan Vaidya Francis Balfe Amy Evans Sarah Spencer Dean Gelder Jasmin Mir-Ghasemi Luke Guilliam Dinu Vincent John Shelton Tsafrir Shani Amy Cooperman Sumit Karwatkar Mai Suzuki-Scull James Melville Naeko Shichi Naoko Eiki Dan Moore Matt Gvazdinskas Harry Wilson Krishna Gudluru Niall Sheridan Doug Yeager Milissa Marra Kathy Cady Jason Newlove Caitlin Lashnits Peter Barbatsuly Matthew Denton Gavin Castle John Ferrari Robert Snedeker Samantha Oxley Linda Ungaro Justin Strecker Simon Kilshaw Patrick Lau Jim Labus Thembi Butler Meghan Eifealdt Darrell Kalichak Ted Potter Kate Gittinger Claire Erskine Mike Fuchs とも子 山田 Haruka Yamada 英樹 山田 John Keane Lauryn Godwin Steve Antill Phil Hawthorn Scott Turner Jessie Babin Justin Fontana Jon Valand Drew Heath Taylor Hewitt Joseph Boragina Kyle Ray Lauren Littlefield Bryan Newman Parker Webb-Mitchell Jake Mauney Reid Jackson Victoria Shanta Aaron King Brett Dooies Brian Leatherman Kate Coble Davinia Lea John Ryan Steve Boswell Ben Rose Andrew Firth Chiranjeevi Annam Claire Hopper Gary Burgin Andy Evans Sannel Sunny Martyn Jones Matthew Killeen James Hall Vinoth Elangovan Kyle Martinez Alex Roback Justin Richmond Publishing Org Eric Brenner Kyle Hagan Gova Muralidhar Michael Boone Alex Cheong James McClenahen Vlad Anghel Sean Singer

Is it Fixed?

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