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Glenn Nyhan 91 PATH and Process Builder
Hello,
Since we can't put two PATHs on one layout I want to set up a Process Builder process so when the PATH button Mark 5 Steps Complete is move to the next record type layout with the 2nd PATH the student continues on. Is there a say to do this via Process Builder? I can't seem to find the button to use as the trigger for the process. Anyone know how to solve this problem?
Thanks in advance for any help.
Bets,
Glenn
Since we can't put two PATHs on one layout I want to set up a Process Builder process so when the PATH button Mark 5 Steps Complete is move to the next record type layout with the 2nd PATH the student continues on. Is there a say to do this via Process Builder? I can't seem to find the button to use as the trigger for the process. Anyone know how to solve this problem?
Thanks in advance for any help.
Bets,
Glenn
Greetings!
You can invoke a flow using the custom button but can't call/invoke the flow since it is depends on record changes.
So,I would suggest you to implement flow to call the process builder and invoke it on the custom button.
Reference:https://trailhead.salesforce.com/en/content/learn/projects/flow_calculate/flow_calculate_implement
Kindly let me know if it helps you and close your query by marking it as best answer so that it can help others in the future.
Warm Regards,
Shirisha Pathuri