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How can I check the criteria while at the time of time-based action of Workflow?
Hi All,
I have a usecase when record is created, update "Exp Date" of record and set the time based action (Email and field update) on 10 days before "Exp Date". I had achieved this through workflow and time based action.
But On the 10 days before Exp Date that is when time based action is fired I would like to check the criteria as
I have a usecase when record is created, update "Exp Date" of record and set the time based action (Email and field update) on 10 days before "Exp Date". I had achieved this through workflow and time based action.
But On the 10 days before Exp Date that is when time based action is fired I would like to check the criteria as
(If "Stage = prospect" on 10 days before Exp then send mail alert) or (If Stage = "other values" on 10 days before Exp update the fields.)
Workaround What I did:
Created Workflow which updates "Exp Date" field and schedules a time based field update of a "Flag" to true.
Created another process builder while on create and edit where it checks as below
Node 1 --> ("Flag = true & Stage = prospect) if true then send email alert. And Update "Flag" to False.
Node 2 --> ("Flag = true & Stage != prospect) if true then update fields. And Update "Flag" to False.
Node 3 --> If Flag is True, Update it with False (as I considered this flag acts like a time based update which when updated the record enters process builder to check certain criteria and then do Email alert or field update)
The problem I face is - Will the Time-based Flag update is considered as Triggering point for the process builder to start and check the critria at that specific time ? Are Time-based field updates are considered as enough DML operation to start another Process ??
Let me know if I am doing wrong anywhere or if this is not the way it should be done. Please post your workarounds if any.
Please Advise.
Workaround What I did:
Created Workflow which updates "Exp Date" field and schedules a time based field update of a "Flag" to true.
Created another process builder while on create and edit where it checks as below
Node 1 --> ("Flag = true & Stage = prospect) if true then send email alert. And Update "Flag" to False.
Node 2 --> ("Flag = true & Stage != prospect) if true then update fields. And Update "Flag" to False.
Node 3 --> If Flag is True, Update it with False (as I considered this flag acts like a time based update which when updated the record enters process builder to check certain criteria and then do Email alert or field update)
The problem I face is - Will the Time-based Flag update is considered as Triggering point for the process builder to start and check the critria at that specific time ? Are Time-based field updates are considered as enough DML operation to start another Process ??
Let me know if I am doing wrong anywhere or if this is not the way it should be done. Please post your workarounds if any.
Please Advise.