Skip to main content
Topics#FormulasJonh Smith's Question
Jonh Smith (HNT LLC) asked in #Formulas
Dec 16, 2015, 10:06 PM

Due Date reminder and Task creation

Hello, 

I have a custom object named: JAT

I'm looking for two things:

1) when a user enters a date into the Due Date field, I would like a task to be created for the running user when a new JAT record is created

2) if the user enters a due date of 12/30/2015, I'd like an email sent to the running user of the reminder to be sent 1 week prior of the due date

Can someone help me in creating these? 

Which method is best to do these in: Process Builder or a Workflow?

Thank you!

Due Date reminder and Task creation

 
5 answers
  1. James Loghry
    Dec 16, 2015, 10:42 PM

    This is a great candidate for a process.  Using Process Builder, create a process that is kicked off when the user creates or updates the record (depending on your use case).  The process would:

    1. Use a Record Create (Immediate Action) to create the Task record.
    2. Use a Scheduled Action to send the mail 7 days prior to the Due Date field.

    Here's what your process may look like:

    This is a great candidate for a process. Using Process Builder, create a process that is kicked off when the user creates or updates the record (depending on your use case).
Write an answer...
0/9000