Thursday, March 12, 2015

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Using the New Process Builder - Part 2 - How to version control an existing Process in Process Builder.


This is part of the series - Using the New Process Builder

Today, we learn how to update existing Processes. 
Salesforce has brought in version controlling with Processes.
It is similar to what we do with say word documents, we create initial versions and then with each change/update we increase the version of the document.

Similarly, when you have already created a process and then want to make some changes/amendments to the same process, you end up creating a new version and activate this new version.

Let us see with the simple process we created earlier.
Let's say I want to update the Task subject we had set earlier from 'Please work on the JA' to 'Please work on the Job Application'.

First, let's see what we already have in the Process Builder, from the All processes view, click on 'Manage Versions' for the process 'Assign Task on Job Application creation' we created.



You see all the existing versions you have and the only one which is currently active. Obvious enough, only one version at a time can be active.


This is the Version History, Salesforce maintains a version history for all processes you create and if you want to delete any old versions the same can be done from here.

Now, we update our process. 

Step 1: Click on the process name and you see the process as we had completed it last time.



Step 2: Click on the Clone button on top right of the process.

Step 3: We should choose the option 'Version of current process' as we want to update the same process and generate a new version of it.
In other cases, you can choose to create a new process cloning the existing one and append additional steps to the new process.
Here, we update the existing one.



Step 4: Fill in the Name of the process same as before and a description and click Save. 

Step 5: Now you have the same process in editable mode and can edit what you want in the process. I choose the Immediate action of creating the task.

Step 6: I update the subject in the Task fields for record creation


Step 7: Important! This is important - You need to activate the new version for it to be working. 
A warning tells you that other active versions will now be deactivated and the new version works as the current active process. This is exactly what you want so click Ok and proceed.


The new version will become the latest active version and the others remain as Inactive versions.


Now, I create a new Job Application and see the Task created for it. 
Voila! The new Task reflects the new changed Subject.


So, now we know how to Version control a Process and work with its latest version.

Next Post: We learn how to use the Scheduled Task in a process and create some time-based processes.

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