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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

675 comments · 12 years ago

4,360  Points
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Flows created by user should not fail when user becomes inactive

In conjunction to this idea and this one, as we trigger flows for potentially months in advance, it's possible the user who created the flow might no longer be an active user. Once these flows are triggered, they should be set to fire regardless… Show more

62 comments · 3 years ago

26,560  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

253 comments · 4 years ago

4,970  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

87 comments · 4 years ago

160  Points
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Relative Dates for Scheduled Flows

Adding the Relative Date feature to scheduled flows would be great. Right now I have to hard code a date value if I want to filter records by a date field. Thanks!

4 comments · 3 months ago

3,040  Points
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Improve the performance of Process Builder - Flows

The Process builder flows are consuming lot of CPU time and causing the CPU limit expections in lot of executions context, making them completely useless to implement. These process builder Flows are not properly bulkified and they are very CPU… Show more

47 comments · 3 years ago

2,290  Points
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Reorder immediate actions in process builder

Allow users to change the order of actions in process builder via drag-and-drop. This idea was previously posted here but it was erroneously merged with another idea and marked as delivered.  This feature has not been delivered.   Show more

31 comments · 2 years ago

2,210  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

24 comments · 1 year ago

14,390  Points
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Customize "Approve/Reject Approval Request"

It should be possible to customize the "Approve/Reject Approval Request" page. For example, we want to make the comment field mandatory in case of a reject. It should also be great if we could add custom fields to this page, for example, a… Show more

272 comments · 12 years ago

5,220  Points
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Allow Picklist Value Labels in Formulas

Spring '17 brought "API Names" to picklist values so that integrations can use a "hidden" value (the API name) while users can see a local or more friendly value (the label). However, there isn't a way to access the… Show more

44 comments · 2 years ago

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