You need to sign in to do that
Don't have an account?
Missy Longshore
Quick Action and Process Builder
Hi,
I created a quick action that I then used with process builder that isn't working. The quick action is to update a record. I then needed to use it with process builder since the object I'm trying to use it on is a managed package visualforce page without chatter so I can't make the action visible via a button. I'm not getting an error message but it's just not working.
What I'm trying to do is get a lookup field to autopopulate when the record is created or edited.
Any thoughts/ideas/ways to find out what's going wrong with my quick action or process, or alternate approaches?
Thank you!
Missy
I created a quick action that I then used with process builder that isn't working. The quick action is to update a record. I then needed to use it with process builder since the object I'm trying to use it on is a managed package visualforce page without chatter so I can't make the action visible via a button. I'm not getting an error message but it's just not working.
What I'm trying to do is get a lookup field to autopopulate when the record is created or edited.
Any thoughts/ideas/ways to find out what's going wrong with my quick action or process, or alternate approaches?
Thank you!
Missy
Debug logs:https://help.salesforce.com/HTViewHelpDoc?id=code_debug_log.htm&language=en_US
Above is the Update Action I created. Note it's for a custom object in a managed package, so I can't display it using chatter. So I used the Process Builder.
and
The debug logs are not showing anything at all. In other words, I'll go in and change another field on the record to try to get the process to start, and the debug log will only show that I successfully changed a field. It looks like my process is never starting. I checked and it is activated. Thanks for any suggestions, this is my first time trying this, per suggestions I received from #askforce!
Try seeing what happens when you have no criteria. It's obviously the criteria stopping it from moving forward. Now we need to see if this is because the field is a foreign key.
https://help.salesforce.com/apex/HTViewHelpDoc?id=process_troubleshoot.htm&language=en_US
Configure the filter on the debug log you just created to be FINEST for Workflow. Then, do the deed, then go back and check out the log. Post what you see in the log here please.
I don't see any Workflow at the top of the log, is it after the Visualforce? You set it to Finest, right?
Change the criteria temporarily to just execute (the third option). Also, make sure that the section where you select the object is set to fire on edit and creation of the record.
Set up the Debug logs again and try to get it to trigger again. We need to see what is causing the problem.
Peace,
Ashima
Okay, just downloaded the image, you must set workflow to FINEST. When you create the log file, you go back and click on Filter. Change the Workflow Filter to be set to finest (you can set the others to be none, we don't care about them). Then, let's look at the log file.
Peace,
Ashima
Please note there is no 'finest' option for workflow so I just stayed with 'finer'. It's not the end of the world if I don't get this fixed, I just thought it would be nice to learn how to use the process builder with a quick action! Thanks again for your help!
See, we need to figure out why process builder isn't getting fired. I presume you are updating the application record and you have that as the process builder object. Why not take a screenshot of your entire process for me to see. I'd also recommend setting the criteria to always fire (rather than only firing if the contact is null). Then see if it fires. This can be done, I am clearly missing something in this!
The subject was: 'Unhandled process fault from {client name} : Autopopulate_Contact_on_Application : fRecruit.Applica...'
Encountered unhandled fault when running process Autopopulate_Contact_on_Application/30140000000PDle exception by user/organization: 00D40000000IZB3/{4}
fRecruit.ApplicationAfterInsertOrUpdate: execution of AfterUpdate
caused by: System.Exception: Apex CPU time limit exceeded
(fRecruit)
caused by element : FlowActionCall.myRule_1_A1
caused by: fRecruit.ApplicationAfterInsertOrUpdate: execution of AfterUpdate
caused by: System.Exception: Apex CPU time limit exceeded
(fRecruit)
Salesforce Error ID: 90028606-66164 (187972115)
Prunella Viens (https://sejour-guadeloupe.weebly.com)