Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Automating Business Processes
Introducing Process Builder
Process Builder: A Closer Look
Automating Our Recruiting App
Creating a Process That Assigns Tasks
Try It Out: Create a Process and Define “Send Rejection Letter” Criteria
Try It Out: Add a “Send Rejection Letter” Action to Your Process
Try It Out: Create the “Extend an Offer” Criteria and Action
Look at What We've Done
Creating a Process That Updates Field Values
Adding an Action That Sends Email Alerts
Introducing Approvals
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Create the “Extend an Offer” Criteria and Action

To wrap up our first process, we need to add another criteria node and action to our process for when the status of a job application is set to Extend an Offer. This is almost identical to the “Send Rejection Letter” criteria and action, so we'll just list the values that you'll need in the following two tables.

Keep in mind that a process evaluates criteria in the order represented on the canvas. Our process will first check whether the job application status field is set to Rejected. If that’s true, the process executes our defined action. If not, the process evaluates the next criteria, in this case whether the status is set to Extend an Offer.

Tip

Table 1. Values for Creating the “Extend an Offer” Criteria
Field Value
Criteria Name Extend an Offer
Criteria for Executing Actions Conditions are met
Set Conditions Job Application: Status equals Extend an Offer
Conditions All of the conditions are met (AND)
Advanced Option Yes, execute actions only when specified changes are made to the record
Table 2. Values for Creating the “Extend an Offer” Immediate Action
Field Type Value
Action Type default Create a Record
Action Name default Extend an Offer Task
Record Type default Task
Priority Picklist High
Status Picklist Not Started
Assigned To ID Reference Job Application > Owner ID
Subject String Extend an Offer
Due Date Only Formula NOW() + 1

All done! Make sure the “Recruiting Tasks” process is activated, and let's go try it out. Just click Activate (1).Activate button