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Antje AXDAntje AXD 

Process Builder- Scheduled Actions not Working

I have several scheduled tasks that are based on certain criteria (status=”approved”, program=”Live”, and TW=”1”).  It is set to trigger whenever a record is created or edited to meet the above criteria. My scheduled actions are set to trigger 10 days from the record “end date”. So in theory, after the criteria is met the process should produce a task 10 days form the end date. What happens if a user changes the approve status, or the program or TW during the 10 day time period? I thought the task would still be created because at one point all the criteria was met. Why is my task not being created after a user changes one of the criteria? Your help is much appreciated. Thank you.
 
Best Answer chosen by Antje AXD
Rajendra RathoreRajendra Rathore
May be its due to :
1.)Salesforce limits the number of time triggers an organization can execute per hour. If an organization exceeds the limits for its Edition, Salesforce defers the execution of the additional time triggers to the next hour. For example, if an Unlimited Edition organization has 1,200 time triggers scheduled to execute between 4:00 PM and 5:00 PM, Salesforce processes 1,000 time triggers between 4:00 PM and 5:00 PM and the remaining 200 time triggers between 5:00 PM and 6:00 PM.

2.) 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.

3.) Salesforce ignores time triggers that reference null fields.

4.) Deleting a record that has pending actions removes the pending actions from the workflow queue. You can't restore the actions, even if you undelete the record.
If the evaluation criteria is set to Evaluate the rule when a record is: created, the workflow rule evaluates its time triggers only once. If the record that fired the rule changes to no longer meet the evaluation criteria, Salesforce removes the pending actions from the queue and never reapplies the rule to the record.

All Answers

Jackie DoanJackie Doan
Hi Antje,

With both workflow and process builder, the scheduled actions will be deleted if your record no longer meets the criteria. 

Imagine if you had a scheduled action to send a collections letter if someone was 30 days past due. If they paid their bill before the 30 days, you wouldn't want that letter sent. That's the idea behind the scheduled actions.

Maybe if you describe your use case we can help find a solution that works for you.
Rajendra RathoreRajendra Rathore
May be its due to :
1.)Salesforce limits the number of time triggers an organization can execute per hour. If an organization exceeds the limits for its Edition, Salesforce defers the execution of the additional time triggers to the next hour. For example, if an Unlimited Edition organization has 1,200 time triggers scheduled to execute between 4:00 PM and 5:00 PM, Salesforce processes 1,000 time triggers between 4:00 PM and 5:00 PM and the remaining 200 time triggers between 5:00 PM and 6:00 PM.

2.) 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.

3.) Salesforce ignores time triggers that reference null fields.

4.) Deleting a record that has pending actions removes the pending actions from the workflow queue. You can't restore the actions, even if you undelete the record.
If the evaluation criteria is set to Evaluate the rule when a record is: created, the workflow rule evaluates its time triggers only once. If the record that fired the rule changes to no longer meet the evaluation criteria, Salesforce removes the pending actions from the queue and never reapplies the rule to the record.
This was selected as the best answer
Antje AXDAntje AXD
I very much appreciate your responses. It makes absolutly sense what you have described. Mybe you can help pointing me in a better direction than I was taking. I have a custome object1 (parent) and custom object2 (child). My workflow/process builder runs on object2. On object2, I have a field update (status) which gets the status from object1. This unfortunetly is not considered a stored value in Salesforce. On object2 I also have a field named "Program". I would like process builder to set off the scheduled tasks whenever status="approved" and program="Life". So what I did, I created a field on object2 that switches a value (1 to 2, 2 to 1)  every 4 hours, so that I get a modified/stored value on object2. But this is also not setting of my scheduled actions. Any suggestions? 
 
Satya Ranjan MohantySatya Ranjan Mohanty
Hi Rajendra,

Need help on process builder scheduler ,below is the issue i am facing

Current situation:-In opportunity product their is a field Is scheduled which shows that product is scheduled or not,now client want that after every 12 hours that schedule should get updated and schedule should get created ,Scheduled created means based the product close date it will create the next revenue when owner should get.for tht i have created a process builder where i have invoked apexclass and it is running fine for one hour when i am testing it but i am changing it to 12 hours its not working,i have been stucked their please help me out from this situation it need to be resolved ASAP because it is deployed to production.Your help is much appreciated. Thank you.
 
satya