Lightning 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: Add a “Send Rejection Letter” Action to Your Process

To create a task and assign it to the owner of the Job Application record, you’ll add a Create a Record action to your process. When you add actions to a process, you have the option of creating immediate actions (1), which execute when the process is triggered, or you can schedule an action (2) to happen some time before or after an event, for example, one day before the created date, or three days after the last modified date.

Immediate and Scheduled ActionsImmediate and Scheduled Actions

For now, we just need to define a single action that executes as soon as our criteria are met.

  1. Click Add Action in the Immediate Actions area (1).
  2. Select Create a Record.
  3. Enter Rejection Letter Task for the action name.
  4. Select Task for the record type. Remember, you can type to filter this list.

    Notice that when you select the Task record type, some fields automatically display with empty values. These are required fields for a Task record. You can also add values for other Task fields that aren’t required.

  5. For the Priority field, set the value to High.
  6. For the Status field, set the value to Not Started.
  7. For the Assigned To ID field, click in the Type area and select Reference and then click in the Value area to choose a field to reference.
    Reference a FieldReference a field
  8. Select Owner ID and then click Choose.
  9. Let’s also add a subject to our task.
    1. Click Add Row.
    2. Select Subject for the field.
    3. Leave the Type as String and enter Send Rejection Letter for the value.
  10. Almost done. Let’s add a due date for our task.
    1. Click Add Row.
    2. Select Due Date Only for the field.
    3. Select Formula for the type.
    4. Enter [Job_Application__c].CreatedDate + 1 and click Use this Formula.
  11. Click Save.

    Nice work! You’ve just created a process that checks whether a Job Application is rejected and, if true, creates a task for the owner to send a rejection letter. We could activate this process now, but let’s add another criteria node and action so recruiters know to extend an offer when the Job Application status is set to Extend an Offer.

The remaining criteria and actions are similar to what we just did, so we'll pick up the pace for the rest of them, focusing just on the fields and options that are unique to each.