I'm trying to create a process that will create a task when a specified date field = today(), which doesn't seem to work.
Use Case. Opportunity is closed/won. After the agreement is signed and all business processes are done, a "go live date" field enters a value (for when the spcified office tentatively becomes a partner). I want to set the process to fire when the "go_live_Date__c = TODAY()", which would then create a task to the relationship manager.
What I'm finding out is that unless the opp is saved with the "go live date" of "today" (not a future date), it won't fire off the task.
I tried to modify the process by giving the criteria of:
Status = Closed Won && go_live_Date__c != false
at which point, do a time based workflow to fire off when the "go_live_Date__c" is 0 hours from the go_live_date value. But that didn't work either.
Is this possible?