I've created a Flow to send an email alert when it's been at least 2 days past the lead creation date and a user has not "claimed" the lead form the lead queue. When I say "claim" what I mean is that the user has not reassigned the lead owner from "VG Advisor Lead Queue" to their own user account.
It only seems to work when I have it set to run "Every time a record is updated and meets the condition requirements" but it DOES NOT send the email alert when it's set to "Only when a record is updated to meet the condition requirements". The issue is that if I set it to run EVERY time a record is updated, it will send multiple email alerts each time the status of the lead is updated, or any field on it for that matter.
What am I doing wrong here?
Here's what my formula is:
(NOW() - {!$Record.CreatedDate} >= 2)
&&
({!$Record.Owner:User.Id}<>"0051I000007mSsuQAE" || {!$Record.Owner:User.Id}<>"0051I000005XVHoQAO" || {!$Record.Owner:User.Id}<>"0051I000002FjpZQAS" || {!$Record.Owner:User.Id}<>"005JQ000000Pg7JYAS" || {!$Record.Owner:User.Id}<>"005JQ000002uUtVYAU")
Here's a screenshot of the flow:
Hello @Dina Kanarellis I guess the flow should be different,
- the test on NOW() - {!$Record.CreatedDate} >= 2 does not need to be in the start element condition entries of the flow. You could keep the test on user id (a test on a specific permission set presence would be best) if relevant for all updates
- in the scheduled path branch you do not need to test the 2 days difference neither, as it is hold by the offset to configure on the branch.
You could handle both created and updated ; if you keep update event, you allow user to modify the record and to impact the flow interview (not to launch it anymore if not relevant). However that means you should add a test up front on your scheduled path branch to make sure the content on the scheduled path branch should still execute after 2 days
Eric
