Precursive OBX 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 = Precursive OBX 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

• 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

Step 6.

• Define Criteria for Action Group

  • Criteria Name “Board Unarchived”

  • Criteria for Executing Actions = “Conditions are met”

• Set Conditions

• 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

• Set new field values for the records you update

Step 8.

SAVE ! | Activate