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To autoclose a series of tasks under certain criterias in process builder
Hi,
I have created the below tasks as scheduled actions under the Contract object, criteria is when the OP >0,
Now i want to autoclose the tasks under the criteria as,
- Trigger criteria not met anymore, or new payment failure task created
i.e when the OP <0 OR if "Notification " one is Open, and the "Final reminder" one get created then the " Notification" one should get closed. I couldnt determine how to do teh second part. Can you plz suggest.
Can i create this in teh same PB of task creation? ( The criteria is OP >0, then its creating the tasks on regular intervals).
Or Do i need to create another PB in any othr object ( Task ?). Thanks
I have created the below tasks as scheduled actions under the Contract object, criteria is when the OP >0,
Now i want to autoclose the tasks under the criteria as,
- Trigger criteria not met anymore, or new payment failure task created
i.e when the OP <0 OR if "Notification " one is Open, and the "Final reminder" one get created then the " Notification" one should get closed. I couldnt determine how to do teh second part. Can you plz suggest.
Can i create this in teh same PB of task creation? ( The criteria is OP >0, then its creating the tasks on regular intervals).
Or Do i need to create another PB in any othr object ( Task ?). Thanks
It would be better to create a scheduler which will execute a batch of task and perform criteria check and do the task.
Thanks,
Gaurav
skype: gaurav62990