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TheDeckblad
Process Builder: Best way to capture "ISCHANGED" criteria with $User at the same time
I'm trying to approximate the following criteria:
"Return true if a custom field on the current user is checked and a custom field on the object has changed to a certain value."
If I use filter criteria, I don't see a way to reference the running user.
If I use formula criteria, I don't see a way to use ISCHANGED() functionality.
How can I best encapsulate this criteria using a process?
https://success.salesforce.com/ideaView?id=08730000000DgM9AAK
You could use a workflow to set a value on your object behind the scenes, and then fire the process off that value being set. It seems kind of silly, but it would get there.
CyberJus is correct in saying that ISCHANGED is not supported by a Process Builder formula, but you can use filter conditions instead.
Filter conditions 1 and 2 both refer to a picklist field called Status__c, first to see if the field has changed and secondly to see if it equals a specific value.
Filter condition 3 looks at the Last Modified By Id and then down the object heirarchy to find the custom field on the User object. In this case the custom field needs to have a value of Yes.
As detailed in Triggers and Order of Execution (https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_triggers_order_of_execution.htm).
I tested the above example and it worked for me.
Compare and Return Values in Formulas (http://docs.releasenotes.salesforce.com/en-us/summer15/release-notes/rn_forcecom_process_formula_functions.htm?edition=&impact=)