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Alex ValavanisAlex Valavanis 

Process builder

I created a process builder some time ago which works fine (an email is sent to a specific user when a a new shareholding is created in US or Canada with specific products. I defined the criteria "Formula evaluates to TRUE" and the formula is: 
AND(
OR([Shareholder__c].Org_Country__c = "USA", [Shareholder__c].Org_Country__c= "Canada"),
OR([Shareholder__c].Fund_Short_Code__c = "ETTSP",
[Shareholder__c].Fund_Short_Code__c = "BSSP",
[Shareholder__c].Fund_Short_Code__c = "MBGP",
[Shareholder__c].Fund_Short_Code__c = "CSC",
[Shareholder__c].Fund_Short_Code__c = "FLP",
)
)


I received a new request which another user wants to receive an email for any products in Canada. Could you please assist on how i need to update the process builder? Am i correct to assume that i need to add a new criteria?

User-added image
Best Answer chosen by Alex Valavanis
Eric PraudEric Praud
Hi Alex,

I would create another node, with this only:
 [Shareholder__c].Org_Country__c= "Canada"

And then send the email to that user only.
Make sure you change "Stop" at the end of your first node to "Evaluate the next criteria"

All Answers

Eric PraudEric Praud
Hi Alex,

I would create another node, with this only:
 [Shareholder__c].Org_Country__c= "Canada"

And then send the email to that user only.
Make sure you change "Stop" at the end of your first node to "Evaluate the next criteria"
This was selected as the best answer
Eric PraudEric Praud
Yes, that's correct! :)
Eric PraudEric Praud
Just thinking about it, only change "Stop" at the end of your first node to "Evaluate the next criteria" if this user is not getting an email with the first criteria. If they are, leave it to "Stop" or they'll get 2 emails
Alex ValavanisAlex Valavanis
Hey Eric, I think you've lost me here. That;s what i understood from your previous message.
1. I will create a new node  [Shareholder__c].Org_Country__c= "Canada"
2.I will add an Action with an email templete for the new user
3. I will update the "Stop" on both nodes.

User-added image
Eric PraudEric Praud
Hi Alex,

Sorry if I was confusing.
If this user is part of the email alert in the first node, do not change the first Stop to "Evaluate the next criteria" or they could receive 2 emails if [Shareholder__c].Org_Country__c= "Canada" and Fund_Short_Code__c is one of the ones you reference in the first criteria. Since both criteria woudl be true (since they are both in Canada, this user would receive 2 emails.
If this user is NOT in the first email alert, then change "Stop" to "Evaluate the next criteria"