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            Create a Process to Trigger the License ID Flow

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            Create a Process to Trigger the License ID Flow

            You can create a process to automatically assign licenses to users based on criteria such as profiles.

            To create a process to trigger the license ID flow:

            1. From Setup, click App Setup, Create, Workflows & Approvals, Process Builder.
            2. Click New.
            3. Give the process a name and click Save.
            4. Add entry criteria.

              • Click Add Object.

              • Select User object.

              • For the entry criteria, select only when a record is created, as shown in the graphic below.

              • Click Save.

              Note
              Note

              You must select only when a record is created to allow a scheduled action to be used.

            5. Enter the criteria for when this process should trigger. This can be any criteria that meets your business requirements. Below is an example triggering off of a specific profile.
              In the Define Criteria for this Action Group configuration, the Criteria Name is Community User. Conditions Are Met is selected. The condition is [User].Profile, Equals, String, Geo Community. "All of the conditions are met (AND)" is selected.
            6. Click Set Schedule, available under Scheduled actions. Set a time for scheduled actions to the following parameters:

              0 Hours After [User].CreatedDate

              Figure shows "0 Hours After [User].CreatedDate".
            7. Add a time-based action into the process to assign the package license. Select Action type Flows, Use Field Picker to select the following parameters:

              • Action Name: Auto Assign package license to New users

              • Set Flow Variables: Flow Variable: VarT_UserId Reference [User].Id

                Figure is explained in preceding text.
            8. Click Save.

              It will redirect you to Process canvas. Activate the Process when you are ready. The final Process should look similar to this:

              The Community User condition in the flow.
             
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