I'm having trouble with a process builder and need some help. The Process is on the Opportunity Object when a record is created or updated. The recursion checkbox is unchecked.

I have 2 custom fields, Event Date (Date Type) and Final Payment Received? (Checkbox Type).

The criteria is that if Final Payment Received is not checked by the Event Date, I need to create a Task on that Opportunity 7 days after the Event Date.

Everything looks good and it works for new Records. But if I modify the Event Date to meet the criteria, it won't create a Task.

Does anyone know what I'm doing wrong?

Thank you so much for your help!!

  • 1
    Please edit your post to include screenshots of your process builder node and action step details. Apr 1 at 3:38

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