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Jack CorfieldJack Corfield 

When adding a criteria in Process Builder, how would you check if an "Expiry Date" date field has been surpassed?

Hi all,

I'm creating a Process whereby actions will be triggered in response to a Contract being fully completed (Action 1) or Incomplete (Action 2).

In the Criteria to trigger Action 1, I would like to check that 3 picklist fields all equal "Yes", that the "Start Date" field is not null, and that the "Expiry Date" field hasn't occurred yet - how do I check the latter?

For example, using todays date (21/04/2017):
1) If the "Expiry Date" was 29/04/2017, the Contract is valid so Action 1 can be triggered (if all other criteria is true).
2) If the "Expiry Date" was 20/04/2017, the Contract is invalid so Action 2 the criteria would be False and Action 2 would occur.

Thanks in advance!
Best Answer chosen by Jack Corfield
Nitish SinghalNitish Singhal
Hi Jack,

I have attached a screenshot below, which you can refer. 

I have tried to check if opp.closeDate is greater than today, similary you can use your object and field. When you will hit "Use this formula", this will be saved. Please try. 

User-added image

Best

All Answers

Jeff MayJeff May
You have to use a formula for the criteria:

AND(
ISPICKVAL(field1, 'Yes'),
ISPICKVAL(field1, 'Yes'),
)ISPICKVAL(field1, 'Yes'),
Expiry_Date > TODAY()
)
Nitish SinghalNitish Singhal
Hi Jack,

I have attached a screenshot below, which you can refer. 

I have tried to check if opp.closeDate is greater than today, similary you can use your object and field. When you will hit "Use this formula", this will be saved. Please try. 

User-added image

Best
This was selected as the best answer
Jack CorfieldJack Corfield
Thanks both, really appreciate it!
Vrushali PradhanVrushali Pradhan
Does this block the connected Apps from updating the Opportunity.