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We have a field under assets for "Total Estimated Hours Operated to Date." This field is a formula field based on hours recorded during service visits. 

 

I am trying to automate task creation when that field reaches certain points (800, 1800, 2800 hours, etc.). I have attempted this under process builder and workflow. It works for 800 hours but then creates a new task every time the asset is updated. I have listed as "greater than or equal to" 800 because it may not hit 800 exactly. Again, the formula field is estimating how many hours are on the asset. 

 

How can I create a process where a task is created when this field reaches approximately 800 hours, and another separate task at 1800 hours, 2800 hours, etc?

 

Automate Task Creation when Field hits certain milestones

 

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1 answer
  1. Nov 20, 2019, 8:12 PM
    Automations(Workflow, process builder, trigger,flow) do not trigger with a change on a formula field. You will have to figure out some other way where an actual update is made to any field.
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