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I have a Time-Triggered Flow that reminds people one week before the Meeting Due Date. That is easily implementable.

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But now I also want to cover the use case where somebody changed the Due Date. In such cases the reminder should be rescheduled as well.

  1. When I make the Flow also trigger on Update I run into this:

For a path that runs asynchronously, configure the flow to run only when a record is updated to meet the condition requirements or select the Is Changed operator in a condition.

  1. When I add ActivityDate.IsChanged == TRUE as condition I get:

A flow with a scheduled path that has a time source based on a date or date/time field can’t contain the Is Changed operator in a condition.

  1. When I change the condition to check for ActivityDateTime.IsNull == FALSE I again get:

For a path that runs asynchronously, configure the flow to run only when a record is updated to meet the condition requirements or select the Is Changed operator in a condition.

ADDED LATER I considered what commenters said and added a custom Checkbox to the Event and a separate flow to enable it first. To make this work in update cases, I Reset the checkbox in the original flow. But magically, the "Immediate Path" is not executed. It resets the field only when I move it into the scheduled path. But that is of no use to me.

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I am lost. Is there a workaround to get that working?

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  • What you built here is a scheduled path on a record-triggered flow. Remember that your time-triggered workflow action timing will update if the due date changes. I don’t think you need a scheduled path. Can you explain why you wanted to include one here. If you don’t need it, please remove it. You can build another record-triggered flow on update to check whether the due date changed, and call the action. Commented Feb 28, 2023 at 13:56
  • @AndyEUtkan I think I want exactely this and also describe it in my question. I want to do some actions 7 days before a meeting happens. Commented Feb 28, 2023 at 14:02

2 Answers 2

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+100

The confusion I think is coming from the fact that the flow is being configured to re-trigger when the Event.DueDate is changed.

What actually happens with Flow Time Triggers is that the Time Based Workflow re-evaluates the Event.DueDate against the Flow criteria when the Event is changed. Automatically. Under the hood.

There are the steps that the Time Trigger follows

  1. Create a record that meets the criteria of the Time Trigger
  2. Time Based Workflow record is created with a ScheduledDate set by the flow (e.g. 1 day before ActivityDate)
  3. When the Trigger Date is changed (in this case Event.ActivityDate) the time based workflow automatically re-evaluates the Event against the same Flow
  4. Because the Flow is creating a Slack post 1 day before the DueDate, if the due date has changed, the TimeBased Workflow.ScheduledDate is updated accordingly.

I'm pretty confident that combining a Flow Time Trigger with and Async Trigger isn't possible.

The reason being

  • The Time Trigger should be triggered when the record is created or changed
  • The Time Trigger must reference a date/datetime field
  • The Async trigger requires the inclusion of the IsChanged operator or must be triggered when the record is updated to meet the criteria
  • The IsChanged Operator is not compatible with the datetime field in the criteria.

Trying to get around this may well be possible, but I would urge against it because it will just create mess (i makes my head hurt trying to devise a workaround). Save yourself a headache and just just have two flows, one for your Time Trigger and another for the Async flow. :)

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  • Really cool. This means I need just a single Flow with no entry criteria, no checkbox field and other complexities. Commented Mar 3, 2023 at 22:19
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I'm not 100% sure if the Slack action you're using is compatible with this approach, but I would probably build this out in a Schedule-Triggered Flow instead of a Record-Triggered flow --

  • Create a Schedule-Triggered flow that runs daily pulling in Events where ActivityDate = a formula date resource Today() + 7 and add your Slack action right after it.
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    Commented Feb 28, 2023 at 17:32
  • That might be a fallback if the other option doesn't work. I really want a flow to schedule itself when a new meeting is created and NOT a flow which bulk checks every morning. I have many indicators that this is also possible. Commented Mar 1, 2023 at 8:37

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