Deprecated: Adding the two Processes for each new Custom Object
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Processes have been replaced by triggers for the time being. When it becomes possible to package processes and flows for distribution we will create a version that uses them instead of triggers. --- Ken Tyler 5/20/2016 Each of the five new custom objects uses a process (which runs two flows) to update the "default" fields in the Contact record when a "default" checkbox is checked in one of the 5 sets of dependent records.
We will walk through setting up the process for "Contact Attraction Romantic" here. The process for the other four objects is exactly the same... except the names will need to be changed.
Go to setup/create/workflows & approvals/process builder.
Click to start a new process.
Here are the names and descriptions of the five processes you will need to add. Since the process specify the flows to run (and those are already in your org) if you don't want to use my naming conventions you don't have to.
Contact_Attraction_Romantic_Default Triggers setting the default attraction romantic field in contact when the default checkbox is checked. Then unchecks the check box on any other contract attraction romantic records for the contact.
Contact_Attraction_Sexual_Default Triggers setting the default attraction sexual field in contact when the default checkbox is checked. Then unchecks the check box on any other contract attraction sexual records for the contact.
Contact_Biological_Sex_Default Triggers setting the default biological sex field in contact when the default checkbox is checked in a contact biological sex record.
Contact_Gender_Expression_Default Triggers the update of the contact default gender expression field when the default checkbox is checked on a contact gender expression record. Then unchecks the default checkbox on all the other gender expression records for that contact.
Contact_Gender_Identity_Default Triggers the update of the default gender identity field in the contact record when the default checkbox is checked on a contact gender identity record is checked. Unchecks the default check box on all the other contact gender identity records for this contact.