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I have created a process builder for sending email alerts 30 days before a date field on a record.

So I have added a criteria for activating only when the status__c field equals scheduled.

Then I have added Scheduled Actions to it - to send an email 30 days before the due_date__c field value.

For enabling Scheduled Actions I had to mark in the criteria, this section as true:

Do you want to execute the actions only when specified changes are made to the record

But because of that, this criteria does not always happen

My main use case is - if the status__c field does not change, and the due_date__c field only changes - then the schedule does not happen.

I have tried to add ISCHANGED to the due_date__c field to the criteria but that is not allowed.

Is there any way to trigger the Scheduled Actions always when the due_date__c field changes?

Here is a snap of my process:

enter image description here

UPDATE

The error when adding IS CHANGED to the due_date__c field:

enter image description here

  • I didn't quite understand, why you are not able to add ISCHANGED criteria. Under operator Instead of equals you will choose ISCHANGED and set it to boolean True. Is this ischanged operator not appearing? – Hemant Jain Nov 22 '17 at 13:52
  • when I add IS CHANGED to the due_date__c field I get this error ( see also new image on the question): The Is Changed operator can't be used if you choose the advanced option to execute actions only when specified changes are made to the record. Please change your criteria and try again. – Itai Shmida Nov 22 '17 at 14:48
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So when you select yes when prompted "Do you want to execute the actions only when specified changes are made to the record?"(thus allowing you to create a scheduled action) you are only going to fire the event when you make a change and it explicitly makes all rule criteria true.

The reason you cannot use ISCHANGED is how scheduled actions work. At the time scheduled, if the rule criteria still evaluates to true, then the action will fire, which means that in order to use ISCHANGED, you would have to store the prior value of the field until at least the scheduled action executes - expensive and not supported.

I would recommend making your second rule criteria due_date__c Not Equal to GlobalConstants.Null

This will allow your scheduled action to be scheduled upon change of due date. It will also allow the action to be scheduled in the case where the status__c is populated but the due_date__c is not.

  • Thanks for the solution @MitchSpano, it works nice if the due_date__c field was null and then I have added a date, but if the field had a date and I changed it - your solution does not work. Any idea on solving that use case? – Itai Shmida Nov 22 '17 at 16:35

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