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Using ISCHANGED() with Now for the specific date field.
Hi,
I somehow cannot figure out the combination of it. I have a process builder that sends alerts to reps when close date approaches on the opportunities (time bound actions). However, alerts are also firing when reps are changing the close dates to the future dates after getting alerts. I want to restrict the process trigger when reps change the date to future date.
PB is set on (created and edited parameter)
Node has already the criteria: Isclosed equals to FALSE
I want to put the Another formula criteria like on the node -
If close date ISCHANGED() not equals to NOW
Any help in this is greatly appreciated.
Thank you,
MC34
I somehow cannot figure out the combination of it. I have a process builder that sends alerts to reps when close date approaches on the opportunities (time bound actions). However, alerts are also firing when reps are changing the close dates to the future dates after getting alerts. I want to restrict the process trigger when reps change the date to future date.
PB is set on (created and edited parameter)
Node has already the criteria: Isclosed equals to FALSE
I want to put the Another formula criteria like on the node -
If close date ISCHANGED() not equals to NOW
Any help in this is greatly appreciated.
Thank you,
MC34
https://trailblazers.salesforce.com/answers?id=9063A000000sw5YQAQ
For further suggestions, you can check below,
https://developer.salesforce.com/forums/?id=906F00000008vq4IAA
If it helps you and close your query by marking it as the Best answer so that it can help others in the future.
Thanks.
All Answers
https://trailblazers.salesforce.com/answers?id=9063A000000sw5YQAQ
For further suggestions, you can check below,
https://developer.salesforce.com/forums/?id=906F00000008vq4IAA
If it helps you and close your query by marking it as the Best answer so that it can help others in the future.
Thanks.
Greetings!
You can add one more condition as below:
ClosedDate not equals to Today() should work for your requirement.
I would suggest you to add the above line in the process builder and check,if it works.
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Shirisha Pathuri