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Ahmed Adel 8
Process Builder with Scheduled Actions
In Workflow Rules we can define Time Based workflow actions , but when you select Every time record is created or Editied.
In Process builder , Scheduled Actions Appears only when you selected Wehn new Record is Created.
I was wondering , Scheduled Actions when it will be run , for Example.
I have a record has been created and I need a certain action to be executed when Record status is Changed to be Issued , like we need to to Send Email Notification Before 30 Days of Visa expiry.
How this will work on Process builder.
Thanks
In Process builder , Scheduled Actions Appears only when you selected Wehn new Record is Created.
I was wondering , Scheduled Actions when it will be run , for Example.
I have a record has been created and I need a certain action to be executed when Record status is Changed to be Issued , like we need to to Send Email Notification Before 30 Days of Visa expiry.
How this will work on Process builder.
Thanks
Scheduled actions are only available in two cases.
When "Start the process only when a record is created." is selected on object node
OR
On the object node, the process is set to "Start the process when a record is created or edited", AND on the criteria node, the checkbox "Do you want to execute the actions only when specified changes are made to the record?" is checked.
http://salesforce.stackexchange.com/questions/65734/how-to-add-time-dependent-actions-in-lightning-process-builder
Thanks,
Fahad Akhtar
Have a look at this link here,https://success.salesforce.com/ideaView?id=08730000000Df9JAAS
For those hoping to see UI improvements or additional functionality with this feature, you may want to vote on this Idea: https://success.salesforce.com/ideaView?id=08730000000DkGHAA0
Thanks,
Fahad Akhtar
if your problem is solved, please mark on best answer.
Thanks,
Fahad Akhtar