I want to send reminders 45 days, 30 days, 21 days before the event start date. I have mentioned all those 3 in process builder. Please see the screenshot. enter image description here The problem I am facing is if I create a task with only 21 days left to the event start, it triggers the 45 days and 30 days email alert too because it thinks the date has already passed, so it kind of triggers them. Is there any way system can only send email alerts for the upcoming reminder dates not the ones that have already been passed.



That's how PB (and Workflow Rules) processes time-based alerts. You would need three separate conditions on three rows. You can use the same Process Builder, but choose the "Continue" option instead of stopping at the end of the first criteria.

  • Thanks for the reply. I actually switched from PB to workflow. Implemented 3 workflows and in the criteria section, I added one more condition which checks the number of days left in the event execution, e.g. if the number of days left are less than 45 days, it ignores the 45 days alert and only puts 30 days and 21 days alert in the queue. Similarly for other alerts. Posting one of the workflows criteria(for 30 days) alert here. AND(OR(TEXT(Status__c) ='Pending', TEXT(Status__c) = 'Waiting on Someone'), DATEVALUE(Case__r.Event_Start_Date__c) >= TODAY() + 30)
    – Student
    Mar 15 '19 at 20:18
  • Also I don't need PB lets us continue to next criteria if we have scheduled action on the first row.That's why I switched to workflows.
    – Student
    Mar 15 '19 at 20:24

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