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Ahmed Adel 8Ahmed 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
Fahad-AkhtarFahad-Akhtar
Hi Ahmed,
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
Ahmed Adel 8Ahmed Adel 8
Thanks Fahad One more Question , How can I see list of scheduled actions to be Executed in the future for all records coming from Process builder Scheduled Actions? Thanks *Ahmed Adel* Senior Technical Consultant www.cloudconceptgroup.com 2805 Indigo Icon Tower, Cluster F, Jumeirah Lake Towers PO box 336380 Dubai, United Arab Emirates M +971 5546 74836 | T +971 4 379 4556 [image: sfdc_gold_cloud_alliance_partner_rgb_v1.png] www.cloudconcept.com.eg 111 Al Mirghany Street, Second Floor Heliopolis 11341, Cairo, Egypt T +20 2 2292 7674 | F +20 2 2291 2995
Fahad-AkhtarFahad-Akhtar
Hi Ahmed,
Have a look at this link here,https://success.salesforce.com/ideaView?id=08730000000Df9JAAS
  1. From Setup, click Create | Workflow & Approvals | Flows.
  2. Scroll down to the Paused and Waiting Interviews list.
  3. Create a view to see scheduled actions in the Paused and Waiting Interviews list. For more information, please see: https://help.salesforce.com/apex/HTViewHelpDoc?id=process_monitor_instance.htm&language=en_US

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
Fahad-AkhtarFahad-Akhtar
Hi Ahmed,
if your problem is solved, please mark on best answer.

Thanks,
Fahad Akhtar
John StanleyJohn Stanley
Thanks Fahad! I couldn't figure out why the option wasn't there. It was teh checkmark on the criteria node!