Automation: Process Builder
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? |
|---|---|---|
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 | The following Processes have been deprecated Kalausi Release onwards: They have been replaced by Flows.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
All of the Amp Impact's Process Builders have been replaced by Flows. 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’.
However, for orgs upgrading to Kalausi (v1.34) from a previous release or for orgs with cloned Process Builders the admin would have to manually deactivate the Process Builders after upgrading.
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. |
Amp Impact Process Builder Templates Pre kalausi
Amp Impact has the following 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.
