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shekhar 46 how to create scheduled action as task for one user from process builder
i want to create a task after 1 day of data entry create din a object. task to assign to user A.
how it can be done in pocess builder
how it can be done in pocess builder
Process builder are deprecated and wont be available in near future. Try using flows.
Check below examples.
https://trailhead.salesforce.com/content/learn/modules/record-triggered-flows/add-a-scheduled-task-to-your-flow
https://automationchampion.com/2022/04/02/adding-a-time-dependent-action-to-record-triggered-flow-2/
Please mark as Best Answer if above information was helpful.
Thanks,
- Create a new process in Process Builder.
- Select the object that you want to use as the basis for your process. This is likely the object that you want to create a task after one day of data entry.
- Add a criteria that triggers the process to start. This could be the creation date of the record, for example, the record is created one day ago.
- Add an action to create a task. You will need to specify the details of the task, such as the subject, due date, and priority.
- Assign the task to the user you want by using the "Assigned To" field.
- Save and activate the process.
- It's important to note that the process will only trigger when the criteria is met and it will create the task and assign it to the user A automatically.
- It's also important to test the process to make sure that it's working as expected.
- Please let me know if there is anything else I can assist you with.
https://www.partycityfeedback.net/Create a new process or edit an existing one
Add the trigger for when the process should run
Add a scheduled action to the process
Set the action type to "Create a Record"
Choose the "Task" object
Set the record fields, including the "Assigned To" field with the desired user
Set the "Scheduled Time" field with the desired time and date for the task to be created
Activate the process.
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