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Jacob W Landis how to use time dependent in process builder
Hi,
We would like to sent a reminder email to users for the open project which is 2 weeks before its end date. To use process builder, I know there are only 2 ways to have time dependent actions, 1. when create a new record. 2, when create and edit record and specified changes are made to the record. I think I should use the 2nd way which is when create and edit record and specified changes are made. there is no specified changes made so the action is not in the schedule list. How should I implement this in process builder?
We would like to sent a reminder email to users for the open project which is 2 weeks before its end date. To use process builder, I know there are only 2 ways to have time dependent actions, 1. when create a new record. 2, when create and edit record and specified changes are made to the record. I think I should use the 2nd way which is when create and edit record and specified changes are made. there is no specified changes made so the action is not in the schedule list. How should I implement this in process builder?
After selecting the 2nd option in order to execution the action after the creation or update, the filter criteria could be none, it means execute it always
And then for the Schedule Action, you can specify days before a date. I have selected Account.CreateDate but I guess it would work with the EndDate field you need. Then add the action.
Hope this helps