3.6. Auto Archive Tasks when a Board is Archived

Taskfeed now Precursive has a few options to auto archive tasks when completed but if you would like to archive all tasks when a board is archived that will require automation. Your Salesforce Administrator can follow the steps provided below to set this up utilizing Process Builder.

Step 1.

  • Once logged into Salesforce, navigate to Process Builder from Setup

Step 2.

  • Create a Process name | Select API name field which will auto-populate | Description | When the process is to start

Step 3.

  • Choose Object and specify when to start the process:

    • Object = Taskfeed Board 

    • (v16) Object = Precursive Board

  • Select “When a record is created or edited”

Step 4.

  • Define Criteria for Action Group

    • Criteria Name “Board Archived”

    • Criteria for Executing Actions = “Conditions are met”

  • Set Conditions

Field

Operator

Type

Value

taskfeed1__Archived__c

Is Changed

Boolean

True

taskfeed1__Archived__c

Equals

Boolean

True

  • Conditions

    • All of the conditions are met (AND)

  • SAVE

Step 5.

  • Immediate Actions

    • Action Name = Archive Tasks

  • Record

    • taskfeed1__Taskfeed_Tasks__r

  • Criteria for Updating Records

    • “No Criteria - Just Update the records!

  • Set New Field Values for the records you update

Field

Type

Value

Archive Date

Formula

TODAY()

Archived

Boolean

True

Step 6.

  • Define Criteria for Action Group

    • Criteria Name “Board Unarchived”

    • Criteria for Executing Actions = “Conditions are met”

  • Set Conditions

Field

Operator

Type

Value

taskfeed1__Archived__c

Is Changed

Boolean

True

taskfeed1__Archived__c

Equals

Boolean

False

  • Conditions

    • All of the conditions are met (AND)

  • SAVE

Step 7.

  • Immediate Actions

    • Action Name = Unarchive Tasks

  • Record

    • taskfeed1__Taskfeed_Tasks__r

  • Criteria for Updating Records

    • Updated records meet all conditions

  • Filter the records you update based on these conditions

Field

Operator

Type

Value

Complete

Equals

Boolean

False

  • Set new field values for the records you update

Field

Type

Value

Archive Date

Global Constant

$GlobalConstant.Null

Archived

Boolean

False

Step 8.

SAVE ! | Activate



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