• Published

    • Automation: Process Builder

    Owned by Harshula Jhala
    Last updated: Dec 15, 2023
    3 min read

    This page covers:

    Release Information

    New features and feature enhancements are added with every new release. Below is a high-level overview of important features/feature enhancements for Process Builder by release.

    For more detailed release notes, review the Release Notes page or contact your System Administrator.

    Release

    Features Added/Feature Enhancements

    What does this mean?

    Release

    Features Added/Feature Enhancements

    What does this mean?

    Kalausi (v1.34)

    Processes deprecated and replaced by Salesforce Flows.

    The following Processes have been deprecated Kalausi Release onwards:

    They have been replaced by Flows. You can find more detailed information about the replaced processes in the Release Notes. Due to a Salesforce limitation these process builders will be available in orgs installing Kalausi (v1.34) or a version after that, but will be marked deactivated.

    Please refer to the Upgrade Instructions if you’re upgrading to Kalausi from a previous release.

    Deprecated Amp Impact Process Builders

    The following processes have been deprecated and replaced by flows from Kalausi onwards. However, due to a Salesforce limitation, these will still be available (but inactive) during installation.

    Object

    Process API Name

    Actions

    Process Summary 

    Object

    Process API Name

    Actions

    Process Summary 

    Framework Objective

    ampi__Pull_Objective_Level_onto_Project_Objective Deprecated from Kalausi

    Sync after creation

    This process gets triggered when an ampi__Objective__c record is created. It syncs the field values of the ampi__Catalog_Objective__c with ampi__Objective__c field values.

    Project Indicator

    ampi__Copy_Indicator_Field_Values_Onto_Project_Indicator Deprecated from Kalausi

    Sync after creation

    This process gets triggered when an ampi__Project_Indicator__c record is created. It syncs the field value of the Parent Catalog ampi__Indicator__c with ampi __Project_Indicator__c field values.

    Risk 

    ampi__Populate_Risk_Level Deprecated from Kalausi

    Populate Risk Level

    The process updates the ampi__xx_Risk_Level__c field based on a comparison of the value of the ampi__xx_Overall_Score__c to the Risk Setting Custom Metadata Type.

    Active Amp Impact Process Builders

    Amp Impact has the following active process builder templates:

    • Copy Objective Field Values onto Project Objective. This copies the value in the following fields on ampi__Catalog_Objective__c to the corresponding fields on ampi__Objective__c:

      • ampi__Description_Language_1__c

      • ampi__Description_Language__2

      • ampi__Description_Language_3__c

      • ampi__Description__c

      • ampi__Name_Language_1__c

      • ampi__Name_Language_2__c

      • ampi__Name_Language_3__c

      • Name

      • ampi__Level__c

    The Name field on ampi__Catalog_Objective__c is copied into the ampi__Label__c text field on ampi__Objective__c, as the standard Name field on ampi__Objective__c is an auto-number and cannot be updated.

    • Copy Indicator Field values onto Project Indicator. This copies the value in the following fields on ampi__Indicator__c to the corresponding fields on ampi__Project_Indicator__c:

      • ampi__Active__c

      • ampi__Calculate_Total__c

      • ampi__Cross_Disaggregation_By_Sex__c

      • ampi__Cumulative__c

      • ampi__Data_Source_Language_1__c

      • ampi__Data_Source_Language_2__c

      • ampi__Data_Source_Language_3__c

      • ampi__Data_Source__c

      • ampi__Indicator_Definition_Language_1__c

      • ampi__Indicator_Definition_Language_2__c

      • ampi__Indicator_Definition_Language_3__c

      • ampi__Indicator_Definition__c

      • ampi__Disaggregation_Group_Language_1__c

      • ampi__Disaggregation_Group_Language_2__c

      • ampi__Disaggregation_Group_Language_3__c

      • ampi__Disaggregation_Group__c

      • ampi__Exclude_From_IATI__c

      • ampi__Geographical_Disaggregation__c

      • ampi__Guideline_Language_1__c

      • ampi__Guideline_Language_2__c

      • ampi__Guideline_Language_3__c

      • ampi__Guideline__c

      • ampi__Notes__c

      • ampi__Red_Yellow_Threshold__c

      • ampi__Yellow_Green_Threshold__c

      • ampi__Reporting_Frequency__c

      • ampi__Target_Frequency__c

      • ampi__Targets_Are_Disaggregated__c

      • ampi__Type_Of_Results__c

      • ampi__Units_Language_1__c

      • ampi__Units_Language_2__c

      • ampi__Units_Language_3__c

      • ampi__Units__c

      • ampi__Validation_Range_Maximum__c

      • ampi__Validation_Range_Minimum__c

    The process builders have been enabled as a template. Therefore, if you want to edit them to meet your organization’s specific use case, you can clone the process, make the required changes in the cloned process, and activate the cloned process.

    How To Deactivate Process Builder

    To deactivate any of Amp Impact’s Process Builders, go to the Setup Quick Search box and search for “Process Builder”. Expand the process builder and click “Deactivate” next to the Active Version.