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Topics#Data ManagementDave Meixell 的问题
Dave Meixell (Partner Tech) 提问于 #Data Management
2017年8月13日 00:26

Process Builder - Email Alert - How to write a formula

I'm building an Email Alert in the Process Builder.  I want to be able to automatically send an email once the expiration date (which the "expiration date" has it's own field) reaches that date.  What would the formula be?
4 个回答
  1. Debbie Hoogestraat (FIF)
    2020年2月22日 01:24
    Hoping someone sees this. :-)

     

    I have an email alert set up  (no rule) to be fired by PB.

     

    I need the email to be sent 7 days after an agreement is set to

     

    Out for Signature. I have tried that as my criteria and the date sent as the criteria.

     

    Still nothing.

     

    Can anyone show the process to do this, please? I am probably missing something small.

     

    Thanks.
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