Questions tagged [scheduled-action]

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23 views

Does process Builder Scheduled Action recalculates the scheduled time for formula field?

I have custom solution to replace standard Contract expiration Notice (because of need to change email template and different values for days). So I created custom picklist field "Owner Expiration ...
5
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1answer
225 views

Scheduled Action not firing in Process Builder on Create

I've been testing this in a trailhead org to confirm/test behavior within Process Builder. This means there's no other automation/code/trigger on the object I'm testing on. Is it possible to have one ...
0
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0answers
24 views

How to use Scheduled actions in Process Builder to Invoke a flow after the Criteria evaluates to true

can someone help me with this scenario. I need to send a survey to the closed cases based on the case origin. If the case origin is Facebook the survey should be triggered immediately. If the Case ...
0
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2answers
32 views

How can I populate a custom field other than the available ones in Process builder to schedule an action?

I have a requirement where an email has to be fired after 3 days the Applicant's Go_Live_Status__c is set. But the issue is I couldn't see that field in the "Select Date Field" in the scheduled action ...
0
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0answers
47 views

Why is Process Builder not creating Pending Scheduled Action in production

I have a process builder that should create a scheduled action to occur in 2 days. It works ok in a sandbox but in production there is nothing listed under 'Paused and Waiting Interviews' even though ...
1
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1answer
39 views

Custom Notification now showing in production

I recently played around with the process builder in a sandbox, and managed to create a scheduled event that would send a custom notification to a user. I finally have a purpose for this feature, but ...
1
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1answer
89 views

Process builder are scheduled actions independent?

I have scheduled actions that run at certain times dependant on a custom field. Based on my scheduled actions, It will wait 30 days and do something. After the 30 days, it will run the next schedule ...
0
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1answer
437 views

How to add multiple scheduled actions in a process builder

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. The problem I am facing is if I create a ...
2
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2answers
642 views

Best to avoid Scheduled Actions in Process Builder?

We have been using Process Builder instead of workflow for many years now. But we have been bitten a few times by problems with Scheduled Actions in PB. Specifically, we were just bitten by the ...
0
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1answer
71 views

Maintain scheduled action after record is updated

I'm using process builder to fire a scheduled action with the following criteria: AND ( TEXT([Opportunity].Status__c) <> "Open", PRIORVALUE([Opportunity].Status__c) = "Open" ) the scheduled ...
1
vote
1answer
62 views

Should a scheduled action execute with criteria DateTime in the past greater than NOW()+2

If a decision criteria has a rule like this: [CustomObject__c].Send_DateTime__c >= NOW()+2 And the value of Send_DateTime__c is Nov 9th (i.e. a value which makes the Immediate action execute) ...
1
vote
1answer
777 views

Do Process Builder Scheduled Actions re-evaluate the criteria before firing?

If I have a set of criteria in the blue diamond: Status = Sent Person = X Room = Y And there are some immediate actions and 3 Scheduled Actions that happen at 24, 46 and 48 hours after a date-time ...
2
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1answer
29 views

Will remaining scheduled action fail if an earlier scheduled action fails?

Based on the process below: If the 4th scheduled action throws an exception, will the 5th scheduled action still fire later?