Hi All
I am using process builder to help resolve some business logic.

Scenario:
A job has an 'Anticipated End Date' [date field] and when that date is reached and where the job status equals 'filled' and a field called [actual date left] remains null then immediately:

1. Send an email alert to certain users
2. Send a chatter message to specific users

Lapsed time
After 1 hour based on the Anticipated End Date - change the status from 'filled' to 'leaver no paperwork'.

I have a test job where all the criteria are set but it does not seem to fire, so wondering if you can use process builder in this way?

I usually use workflows, email alerts and rules and apart from posting to chatter it would work - just wanted to try this new way.

Also after reading some help guides I can't see it scheduled (VOTE!) https://success.salesforce.com/ideaView?id=08730000000Df9JAAS (as it does not appear in the queue, nor does it appear in flows....its proving impossible to debug.

Any ideas, tips, solutions, similar problems?

Thanks in advance

Hi, I have been doing fairly simple validation rules but am having a Friday problem!

Essentially I am trying to create a validation rule on a custom object:

If a scheme name is set to a specific text string AND a picklist value is a certain value THEN display the error message - you cant save the record - the scheme name should be something other than CAP VG PH12.


AND( if ( CS_Scheme__r.Name," CAP VG PH12 "), AND( ISPICKVAL(Status__c , "filled"),null )
I know the above is not right but really would value some pointers.
thanks
 

Hi, I have been doing fairly simple validation rules but am having a Friday problem!

Essentially I am trying to create a validation rule on a custom object:

If a scheme name is set to a specific text string AND a picklist value is a certain value THEN display the error message - you cant save the record - the scheme name should be something other than CAP VG PH12.


AND( if ( CS_Scheme__r.Name," CAP VG PH12 "), AND( ISPICKVAL(Status__c , "filled"),null )
I know the above is not right but really would value some pointers.
thanks