You need to sign in to do that
Don't have an account?
Luis Herrera
Need a process builder to run every day... how do I make this happen?
I would like some help with a fairly simple request: I have a process builder setup to run on opportunities. It works fine but only when the record is updated. I would like to have it run every day and execute if a field date on the record is matched to today's date. I don't want to set it to run in the future. Just an everyday event.
I tried forcing the execution with workflow rules updating a date field on the record but it doesn't work when the date is tomorrow or the following date. Nothing happens when the future date comes around.
Is there another trick I'm missing and I can't see a way to trigger this process builder?
Thanks in advance for your help!
I tried forcing the execution with workflow rules updating a date field on the record but it doesn't work when the date is tomorrow or the following date. Nothing happens when the future date comes around.
Is there another trick I'm missing and I can't see a way to trigger this process builder?
Thanks in advance for your help!
You would need to configure the Process Builder to have the action you want to occur in the future in the Scheduled Actions instead of the Immediate Actions. The Process Builder will still run when the edit is made to set the field value, but the action will not be carried out until the desired time based on the schedule that you set.
Hope this helps
David
The requirement you are looking for to scedule an update of the record on a regular basis.
This can be done with a Apex Scheduler.
You can read more about Apex scheduler int he following link:
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htm
Let me know if this helps.
As a common practice, if your question is answered, please choose 1 best answer.
Additionally you can give every answer a like if that answer is helpful to you.
Regards,
Anto Nirmal
Thanks everyone!
Thanks!
It has been working well from me. I use it to kick of about 5 different Processes.
I got around my problem by creating a process builder that created a scheduled action to fire up in the future. The Action was a flow that sent reminders and updated fields according for my next iteration. Pretty simple but effective. John H, Sorry for the delayed response, I did not get notified when you posted the question. I have a pretty straight foward "autolaunched flow" that sends emails. chat posts and updates some date fields, when the orginal scheduled job runs, it creates a new one for my followup and so on. The orginal get's created by the opportunity owner when they check off automated follow ups (I built some requirements of course)
This will work.
Step 1: create a hidden text field on the obejct you are trying to check everyday. I named mine the daily checker
Step 2: create a process builder on the required object and condition it runs everytime its edited
Step 3: check if the object "Ischanged" is true as first criteria. Immediate Action - Update that hidden field witht hat value.
Step 4: create a criteria with criteria as when formula equals to "True" and check the advanced drop down so that scheduled actiosn will appear
Step 5: Change the first criteria end point to "Evaluate the Next Criteria"
Step 6: Run after 24 hours of last modified - edit that hidden field "Daily Checker" with a new value .When this happens you are firing the process builder again to edit it 24 hrs after the last modified.
I am trying to use your workaround but i am not sure what you mean by "check if the object ischanged is true" in step 3. Could you please shed some light on this?
Thanks
Ari
Is there any update on this? Like I saw in this link that it would get implemented in the winter'20 release https://trailblazer.salesforce.com/ideaView?id=08730000000DjEmAAK
Wanted to know if I could schedule a process builder to execute even without a record creation or update.
Thanks and Regards,
Rithin John