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Questions tagged [scheduled-action]

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How to trigger time dependent actions on Flows within an "if else if" logic?

I have had searching the way to build with flows an user requirement that was built with the process builder but I have not been able to migrate it. I notice that the difference between scheduled ...
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Approval process - Initial Submission action not firing process builder scheduled actions

I have a process builder which fires scheduled action whenever the stage of opportunity is changed to 'Pending Sales Acceptance'. And I have an approval process which fires from the same process ...
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34 views

Impact New Customers Every hour - Journey Builder

I have one Journey to send emails on Journey Builder and we want to evaluate the New Contacts in every Hour (on that Data Extension that comes from FTP). This is an No-reentry Journey. So is available ...
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1 answer
202 views

2 scheduled actions from 2 versions of the same process builder

Ok so here is what I have found out. You have version 1 of process, which on record update schedules some action. update the record such that the action has been scheduled from the 1. version clone ...
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  • 1,523
1 vote
1 answer
236 views

Multiple emails are being sent via scheduled email actions from Process builder

Per our requirement, we need to send an email alert 7 days prior to a date field on the Case object. In the criteria we have built a formula to check the record type and if that date is being changed (...
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2 votes
2 answers
372 views

Process builder: multiple actions in a single schedule container considered a single transaction?

In process builder, I have to use a Scheduled Action container in order delete some permission set assignments (mixed DML). There could be more than 10K assignment records, so I have use two actions ...
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1 answer
591 views

Process Builder: deleting a scheduled action disables the Activate button

I have an existing process builder (PB) with scheduled actions that is working fine. I need to make some changes, so I clone the PB and start making changes without activating it. When I delete a ...
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  • 6,330
1 vote
0 answers
225 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 ...
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6 votes
1 answer
3k 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 ...
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147 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 ...
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2 answers
67 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 ...
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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 ...
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  • 305
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1 answer
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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 ...
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1 vote
1 answer
117 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 ...
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1 answer
1k 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 ...
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3 votes
2 answers
2k 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 ...
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  • 1,244
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1 answer
339 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 ...
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  • 2,325
1 vote
1 answer
143 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) ...
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1 vote
1 answer
2k 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 ...
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2 votes
1 answer
61 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?
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