[SalesForce] Process Builder – Field Has Changed Criterion

I am having trouble locating any sort of HASCHANGED function in the Process Builder criteria. When I select Formula evaluates to true and then click on the Insert Function widget, I get no search results for even substring CH. Is the engine capable of evaluating such logic?

Best Answer

See here is the Spring 15 release notes, the ISCHANGED() function is being deprecated, and now there is a function within the filter conditions that you must use.

http://docs.releasenotes.salesforce.com/en-us/spring15/release-notes/rn_forcecom_process_ischanged.htm

I have tested it out and indeed found the new 'is changed' option within the filter conditions.

Its a bit of a change as you no longer have to use a formula to use this functionality.

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[SalesForce] simple process builder failing with error “failed to access the value for variable because it hasn’t been set or assigned”

Ok. I raised ticket with Salesforce on this and they came back saying it is a known issue(After more than a month of back and forth) and updated the Knowledge article with the work around for situations like these where Picklist fields are referenced in the formula.

NOTE: As mentioned in Known Issue W-2763830, this formula syntax does not work when using Formula-Based Criteria and making a cross-object reference to a Picklist field (specifically when using the TEXT or ISPICKVAL functions with the spanning reference to that picklist). If you need to make cross-object reference to a picklist field in Process Builder Criteria, use Condition-Based criteria. If you must use formula-based criteria, use the CASE function when making cross-object references to picklists.

URL to the known issue on this : https://success.salesforce.com/issues_view?id=a1p300000008aUBAAY

URL to the knowledge article: https://help.salesforce.com/articleView?id=000212174&type=1

In my case, I had to change the formula as below using CASE function instead of ISPICKVAL function:

Fails:

AND(NOT(ISBLANK([Case].AccountId)),ISPICKVAL([Case].Account.Active__c,'Yes'))

Works:

AND(NOT(ISBLANK([Case].AccountId)),CASE([Case].Account.Active__c,"Yes",1,0)=1)

Best Answer

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