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
Eric Burté (DEVOTEAM) Forum Ambassador
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