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Philip Villanueva
How to Edit a Process in Process Builder?
I attempting to do the Automate Basic Business Processes with Process Builder Challenge. I am getting an error. However, I want to edit the process, and I am unable to do so. The alternative is to delete the entire process, which to me make it tedious to manage the processes using the Process Builder.
Is there a way to edit the processe?
1) Deactivate the existing process builder
2) Clone the old one
3) Do the changes in new one
Let us know if this will help you
Thanks Amit,
This was helpful. But, I wanted to change the object it was using, as well. It will not let me change the object, even after I cloned the process. It allowed me to edit the Criteria and Immediate Actions, but that's it.
It seems that I must delete the process then rebuild from the start. This seems to be a lot to do in order to make corrections. We should be able to edit the process, without jumping through hoops of fire.