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I want a report to be emailed yearly to someone...however, a scheduled flow only has the options to run Once, Daily, or Weekly. How would you get a flow to run yearly at a set date?    

4 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Yesterday, 11:00 PM

    Hello @Sienna Grimm l options

    • You can create a formula field on the concerned objects (if relevant) to define if you are at the fixed date, and test this field in your query (filter conditions) part of your schedule-triggered flow.
    • You need to configure your flow to run daily, and test the date on the first part of the flow (variable testing the day, and a decision element to test the variable to know if it should stop or continue the flow). 
    • You can also leverage an autolaunched flow, and a scheduled apex to launch it : https://help.salesforce.com/s/articleView?id=platform.flow_distribute_system_apex_invoke_a_flow_from_apex.htm&type=5

    Please prefer the configuration within the flow if possible so that every related configurations stay in the same location. Avoid Apex + Flow as much as possible for technical debt / maintenance considerations.

    Eric

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