Evaluate Criteria Based on Original Record Values in Process Builder - Spring '23 release update

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Evaluate Criteria Based on Original Record Values in Process Builder - Spring '23 release update


Related Idea  - https://trailblazer.salesforce.com/issues_view?id=a1p3A0000001CxCQAU&title=discrepancy-in-process-builder-evaluate-next-criteria-behavior



Consider Scenario-


Create process with three criteria:

-if field A has changed, set field value B = 1 and evaluate the next criteria

-if field B is null, set field C = 'B is null'

-if field B is not null, set field C = 'B is not null'


This critical update will consider Original value of a record which triggers the process builder. 


For example,

 

if B = null is the original value while triggering this process builder

 

Before the release update - Initial/Original value of B = null


Step wise as per above criteria,

-if field A has changed, set field value B = 1 and evaluate the next criteria > after this step B is set as 1 i.e B = 1 is the updated value

-if field B is null, set field C = 'B is null' >  This criteria will consider the B's updated value based on 1st criteria  i.e 1. So this criteria got false.

-if field B is not null, set field C = 'B is not null' > This criteria consider the B's updated value on 1st criteria  i.e 1. So this criteria got true and updated the field C = 'B is not null'.

 

After the release update - Initial/Original value of B = null

 

Step wise as per above criteria,


All the below 3 step will consider the B's original value irrespective of its update on previous step.

-if field A has changed, set field value B = 1 and evaluate the next criteria > after this step B is set as 1 i.e. B=1 is the updated value

-if field B is null, set field C = 'B is null' >  This criteria consider the B's Original value i.e null. So this criteria got true and updated the field C = 'B is null'.

-if field B is not null, set field C = 'B is not null' > This criteria consider the B's Original value i.e null. So this criteria got false.



reference - 

https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8S5YSAV

https://trailblazer.salesforce.com/issues_view?id=a1p3A0000001CxCQAU&title=discrepancy-in-process-builder-evaluate-next-criteria-behavior

 

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