The initial thought was to create a checkbox on the opportunity for "Active Opportunity" and use the Process Builder to check and uncheck the box based on the start and end date. Once this is done I can build a simple roll-up summary to the account level. I started building the process and the first criteria is ...
Booked Start Date <= today()
&& Booked End Date >= today()
&& ISPICKVAL(StageName,"Closed/Won")
The immediate action is to check the active opportunity box and then there is a scheduled action to uncheck the box one day after the Booked End Date.
The entire process should run every time an opportunity is created and edited however when I edit existing opportunities that meet the above criteria the checkbox is not checked via the process builder.
My question is what might be causing this issue and how can I diagnose this?
