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Why do I need to see scheduled actions in process builder?
Would like to be able to see the scheduled data and the record that will be updated at a minimum. The susggestion by salesforce for this does not actually give us any information as to what record the queue record pertains to or WHY the flow will trigger. This makes troubleshooting and prediction of issues difficult.
When to start a process in process builder?
To have schedule actions, your process has to meet at least 1 of 2 criteria below: Start the process only when a record is created (1). Select this option when you choose an object for your process, or Start the process when a record is created or edited (2).
Where do I find pending process builder actions?
Classic workflow rules allow you to check this under Setup > Monitor > Time-Based Workflow. Although pending Process Builder actions do appear in the application log under wfale ( WorkFlow ALarm Events ), this log is not currently through monitoring management tools. We need somewhere in the core UI that we can check scheduled actions.
How to use process builder to automate business scenarios?
How to use Process Builder to automate business scenarios which involve cloning an existing record. Big Idea or Enduring Question: How do you schedule a time-based action using Process Builder?
When to start the process in Salesforce.com?
On the object node, the process is set to “Start the process when a record is created or edited”, AND on the criteria node, the checkbox “Do you want to execute the actions only when specified changes are made to the record?” is checked.
When does process builder re evaluate if Trigger criteria?
When Process Builder triggers a scheduled action it never re evaluates that action to see if after the alloted time has expired it should still execute the action For processes that are set to run when a record is created, Salesforce never reevaluates the record with that process.
When to use schueduled action in process builder?
A users logs a chatter question process builder fires with its critera set to be on creation and CommentCount = 0, a schueduled action is created so that in 24 hours a case is created to deal with the question.