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Monday, December 25, 2017

Salesforce: Schedule Action in Process Builder

You may read and see somewhere that Process Builder far superior to Workflow, but for some reason, you don't see the option to schedule action, while everyone says that you can schedule action using Process Builder.

There are even ideas in IdeaExchange asking for more details of the schedule jobs from process builder:
Scheduled actions from Process Builder should appear under Time-Based Workflow
Process Builder: Waiting Flow Interviews: Provide Better Information

But, where is the Schedule Action? Is this something need to be enabled by Salesforce support? Or my Salesforce edition does not support Process Builder? Process Builder available from Professional Edition and above, read here Lightning Process Builder.

only immediate action and no scheduled action option

scheduled action available to be configured

What is the causes in the 1st screenshot we don't see scheduled actions option? 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). In addition, select the advanced option to execute actions only when specified changes are made (3) when you add criteria to your process.



I have a blog written last year related to "Do you want to execute the actions only when specified changes are made to the record?", so here is the other usage of that checkbox, using ISNEW() and ISCHANGED() will not enabled scheduled action option.


Reference



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