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1,690  Points
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Invocable Processes need IsNew & IsChanged

When you build out an invocable process you cannot use ISNEW() or ISCHANGED() in criteria nodes. Having all the same operators/functions as regular processes would allow us to build out processes better. For example, we could have a Case process… Show more

14 comments · 1 year ago

4,160  Points
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Allow filter of picklist values based on record type.

It would be ideal if we could restrict the values presented on the intake screen on a picklist to specifc values based on filter criteria.  For example, filter the values based on record type.  I have a flow that creates a number of different records… Show more

72 comments · 4 years ago

25,040  Points
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Process Builder: Waiting Flow Interviews: Provide Better Information

When time-based workflows are triggered, we can monitor when they are scheduled to actual perform their actions using the Setup...Monitor...Time-Based Workflow page.  We can see the workflow rule, the actual record that triggered the workflow, and… Show more

237 comments · 4 years ago

51,190  Points
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Workflow email alerts to contacts should be recordable as activity history

The new ability to send email templates to contacts triggered by time-based workflow is a great process automation capability, but we need to see the history of those emails against the contact. There should be a check box when you create an alert… Show more

657 comments · 12 years ago

13,770  Points
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Ability to customize the columns in the Items to Approve section on home page

When workflow approval process is setup, should give the flexibility to customize the columns of the "Items to Approval" section under the user's home page. Some user might need to see the different relevant important fields, at the… Show more

258 comments · 12 years ago

2,140  Points
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Process Builder and Flow: Use External ID when updating lookup fields

When performing a field update or new record creation in Process Builder and Flow, I'd like to be able to use an External ID to assign the right value instead of hard coding an ID (or doing a record lookup in Flow first). In the screen shot, I&… Show more

8 comments · 4 years ago

7,690  Points
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Process Builder - Run as Admin/System

We have many use cases where triggers or workflows are running and would ideally like to replace them with Processes to better display business processes in one place.  The major problem we are having with this is that process builder runs as the… Show more

100 comments · 3 years ago

16,500  Points
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Workflow, Visual Workflow, Process Builder Triggered on Delete

Workflow, Visual Workflow, and Process Builder should be able to be triggered on delete.   

177 comments · 4 years ago

30  Points
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Keep current type in Text Template instead of defaulting to Rich Text

In Winter 20 text templates in Flow default to Rich Text. When editing an existing text template, the Type defaults back to Rich Text even if Plain Text was previously selected. Flow should respect the Type selected and make it persistent unless… Show more

1 comment · 18 hours ago

9,970  Points
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Process Builder - List View

As we are keep adding process in PB, we have more and more processes. It would be easier for admin to manage / filter / find process related to a criteria. In classic workflow, we can create List View, expect the same for Process Builder.   Show more

101 comments · 4 years ago

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