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Gary Payne Created a new custom object record via Process Builder - how to display the new record for editing?
In Process Builder a new custom object record (Request - type "RFP") is created when the Opportunity Stage is "02 - Proposal", and the Opportunity is saved. How can the "RFP" record be displayed in Edit mode after it was created? Currently the RFP record appears as a Related List item on the Opportunity Detail screen, so I know the process is working. If the user does not click on the new RFP record name in the Related List they would never know it had been created. I would also prefer to have a Flow created that asks the user if they want to create the RFP now after saving the Opportunity with the Stage of "02 - Proposal". How do you incorporate a Flow into the Process Builder, or is it add a Process Builder process to a Flow, and have the new RFP record display in Edit Mode if they answered "Yes" to creating the RFP now?
1.) Simply send an email alert to the creator with a link to the new record, using an Email Alert action within the same Process Builder Process.
2.) Use a custom button to trigger a visual workflow and display the link to the created record on one of the flow's screens.
3.) Use a custom button with a visualforcevpage which embeds a flow and mention the "finishLocation" of the flow as the URL of the newly created record.