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Questions tagged [scheduled-action]

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This question is similar to Timebased workflow rule, does it fire if the date is changed? but slightly different as this is referring to a process builder scheduled action. In a Process Builder, if I ...
Andy Hitchings's user avatar
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I have one Journey to send emails on Journey Builder and we want to evaluate the New Contacts in every Hour (on that Data Extension that comes from FTP). This is an No-reentry Journey. So is available ...
CS_94's user avatar
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Per our requirement, we need to send an email alert 7 days prior to a date field on the Case object. In the criteria we have built a formula to check the record type and if that date is being changed (...
user93633's user avatar
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I have an existing process builder (PB) with scheduled actions that is working fine. I need to make some changes, so I clone the PB and start making changes without activating it. When I delete a ...
David Cheng's user avatar
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8 votes
1 answer
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I've been testing this in a trailhead org to confirm/test behavior within Process Builder. This means there's no other automation/code/trigger on the object I'm testing on. Is it possible to have one ...
Kris Goncalves's user avatar
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2 answers
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I have a requirement where an email has to be fired after 3 days the Applicant's Go_Live_Status__c is set. But the issue is I couldn't see that field in the "Select Date Field" in the scheduled action ...
Prakash's user avatar
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1 vote
1 answer
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I recently played around with the process builder in a sandbox, and managed to create a scheduled event that would send a custom notification to a user. I finally have a purpose for this feature, but ...
Hans Christian Milman's user avatar
3 votes
2 answers
2k views

We have been using Process Builder instead of workflow for many years now. But we have been bitten a few times by problems with Scheduled Actions in PB. Specifically, we were just bitten by the ...
mscholtz's user avatar
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1 vote
1 answer
219 views

If a decision criteria has a rule like this: [CustomObject__c].Send_DateTime__c >= NOW()+2 And the value of Send_DateTime__c is Nov 9th (i.e. a value which makes the Immediate action execute) And ...
Robs's user avatar
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2 votes
1 answer
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Based on the process below: If the 4th scheduled action throws an exception, will the 5th scheduled action still fire later?
Robs's user avatar
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