How to start process for all the records in a detail at once
Hello community!
I would like to know if there is any way in which I can connect a process to all the records in a detail. So basically if my Opportunity has a detail called Products I need that when I click "Run process" this process to run for all the records existing in this detail.
Is this possible? How can I implement it?
Thank you.
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Hello,
In the current version of the application there is no way to run a process from a section which will be triggered for several records. But you can create a process that can be triggered manually for several records.
To do that you need to add a checkbox field to an account page that will be filled in by the business process that will be executed. Here is a scenario of a business process:
1) Process is triggered manually;
2) Then it runs its logic;
3) Then there should be "Modify data" element that will fill the created checkbox in;
4) After that there will be two flows: conditional flow and default flow. In conditional flow there should be a condition that checkbox is filled in and this conditional flow creates a loop in a process and goes to the very first element of the process which goes right after start signal. Default flow goes to "Terminate" element.
The logic here is that the process will apply changes based on its logic to a record, then it will fill the checkbox in and if it finds another record in a section which has a checkbox not filled in it goes to the very beginning of a process and apply changes to this next record based on the logic of a business process. After several iterations all records that need to be changed will be changed successfully.
In this process the very first element should be "Read data" element with your optional conditions and one required condition - that the checkbox is not filled in. As a result the business process will process several records. Also you can create a process that will uncheck the checkbox once the main process is finished.
It is hard to explain how to create such a process and that's why I am adding your manager Bogdan to this email in case you need additional help in building this process. I will also create a suggestion to our R&D team regarding the problem of possibility of launching a process in a section for several records and I hope they will find a way to implement such a logic in one of future versions of the application.