I have created a a quickAction on Case object, called "Escalate". Apart from filling in some custom fields on case, it checks the "isEscalated" field and changes Status of the case to "Escalated"
Goal – When the status changes to "Escalated", i want to post a chatter on the case with @mention to user's manager.
I just need to know how many ways are there to do this (with as well as without apex). Just pointing in general direction is good, i can do the digging myself. I just want to make sure i dont miss some possible solution.
i think process builder can do this (and if i am wrong, please let me know)
Will workflow do that (let post chatter)? I will look at documentation. But if anyone wants to give a yes or no answer, it will help
Apart from above two ways, what other ways are there?
UPDATE
I realize that workflows are useless for this.
I tried using process builder, but i have two concerns-
1) Need to @mention Running user's manager. Can't seem to find an option for Running User in process builder. Does anyone know a solution for this.
2) In the body of the comment, i need to display a numeric field, if it has a number, otherwise, display 0. So this requires use of formula. I can't seem to get it working in process builder. I need something like this in the chatter –
Balance Due : {!NullValue(Case.Balance_Due__c, "0")}.
Any possible solutions to above 2 issues with process builder? Or should i start looking at apex (hopefully we can pass current user and current case record to an apex class from process builder)
Best Answer
Easiest way to do this is via Process Builder. There is a Post to Chatter action! So simple and easy to use... just set your criteria (when a case is changed to escalated) and then set the action after that happens.
Other options are to trigger a Flow from Process Builder to do the post (that doesn't really make too much sense unless you're doing queries to fill in the information or find who you should mention). And lastly is of course Apex.