I'm trying to develop a process under Process Builder, but I'm running into an issue where I'm not able to set dynamic Due Dates. I'll outline it below.
The Use Case
There is currently a custom Object called Grants that has 2 relevant custom fields: Expected Amount (Currency field) and Grant Contract Received (Checkbox). I am looking to develop a process via the Process Builder where if the Expected Amount field is between specific ranges AND the Grant Contract Received box is checked, a list of Tasks are generated via the process (dependent on the $ amount in the Expected Amount field); the list of Tasks generated is essentially our Stewardship protocol for our Development Team to follow up with our individual donors.
So far, I've constructed this (samples of some of the Action Groups):
Criteria for Action Groups
Criteria Name: 250-499
Criteria for Executing Actions: Filter conditions are met
Set Filter Conditions: Grant Contract Received EQUALS True; Expected Amount GREATER THAN OR EQUAL $250.00; Expected Amount LESS THAN $500.00
Filter Conditions: All of the conditions are met
Execute actions when specified changes made to record: Yes
Immediate Actions
Action: Create a Record
Object: Task
Assigned To ID: Grant__c.LastModifiedByID
Priority: Normal
Task Record Type ID: [record type]
Subject: Phone Call from Development Lead
Name ID: Grant__c.Foundation__c (lookup to m-d between Grants and Accounts)
The problem is that there are several Immediate Actions tied to the different Action Groups, and I'm unable to alter the Due Dates (as an Object Variable) for any of the new Task records created from this process.
If anyone has any ideas / solutions / workarounds to this (I've scoured our forums!), please let me know! I'm also unable to add a workflow that says "when a task record with Subject = Phone Call from Development Lead is created, set Due Date for that task record to Created Date + 7 days" because Due Date (or ActivityDate) isn't in the Field Update picklist as a field that I can update.
Thanks in advance!
Learning Admin
22 件の回答
Hi Marc,
In the same process as when you are creating the Task I would recommend the following:
Create a custom Activity formula field called "Created Date + 7 Days"
Then on the Task creation step in process builder you can set the "due date only" field to the "Create Date + 7 days"
Hope this helps!
