• Jacob Kozera
  • NEWBIE
  • 5 Points
  • Member since 2016

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 2
    Replies
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 have a hunch I'm missing something obvious, but I've finished making a flow, set as start location, saved it to make sure there were no warnings, then clicked "run" and I get:

 



Insufficient Privileges

 

You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. 

 

 

Anyone have any ideas as to what I'm doing wrong?

 

*Note:  I'm using the cloud Flow Designer. I use a mac, so I can't even try the locally run version