Hello!

I set up a process in process builder to execute fire tasks on a schedule. The process criteria is when a case is created or edited and the individual criteria node is when the status equals "Ready for Call" and does not equal "Closed - Completed". The actions are only executed when the specified actions are made to the record. The schedule is based 0 hours after a formula date field that calculates the next business day.

The scheduled actions work, but when I change the status to "Closed - Completed" the actions are still firing, even though the criteria is not met. This seems to be in contradiction to this documentation from salesforce:
 

For processes that are set to run when a record is created or edited, scheduled actions remain in the queue only as long as the criteria for those actions are still valid. If a record no longer matches the criteria, Salesforce removes the scheduled actions for that record from the queue.

https://help.salesforce.com/HTViewHelpDoc?id=process_limits_scheduled.htm&language=en_US


Am I missing something here? Thanks in advance for the help.
 

 

Hello!

I set up a process in process builder to execute fire tasks on a schedule. The process criteria is when a case is created or edited and the individual criteria node is when the status equals "Ready for Call" and does not equal "Closed - Completed". The actions are only executed when the specified actions are made to the record. The schedule is based 0 hours after a formula date field that calculates the next business day.

The scheduled actions work, but when I change the status to "Closed - Completed" the actions are still firing, even though the criteria is not met. This seems to be in contradiction to this documentation from salesforce:
 

For processes that are set to run when a record is created or edited, scheduled actions remain in the queue only as long as the criteria for those actions are still valid. If a record no longer matches the criteria, Salesforce removes the scheduled actions for that record from the queue.

https://help.salesforce.com/HTViewHelpDoc?id=process_limits_scheduled.htm&language=en_US


Am I missing something here? Thanks in advance for the help.
 

 

Hello!

I have a Process which starts only when a record is created. Example of process: http://www.screencast.com/t/5okrck1Or
Time-dependent action is configured, which is sending out an email before object overdue date. Everything works fine, except of: scheduled action is executed in spite of conditions are met or not. E.g. criteria for Executing Actions is set to Object Status Equal to "Not Paid". If object status is changed to e.g. "Paid" before scheduled actions, it is still sending out an email. 

Process configuration seems to be fine...or should I start the process when a record is created or edited + "Do you want to execute the actions only when specified changes are made to the record?" set to YES ? 

From documentation:
"Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
For example, an opportunity workflow rule can specify:A criteria set to “Opportunity: Status not equals to Closed Won, Closed Lost”
An associated time-dependent action with a time trigger set to 7 days before the opportunity close date
If a record that matches the criteria is created on July 1 and the Close Date is set to July 30, the time-dependent action is scheduled for July 23. However, if the opportunity is set to “Closed Won” or “Closed Lost” before July 23, the time-dependent action is removed from the queue."

Thanks a lot in advance.