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Topics#FormulasLuis Herrera's Question
Luis Herrera asked in #Formulas
Dec 15, 2015, 2:39 PM

Need a process builder to run every day... how do I make this happen?

I would like some help with a fairly simple request: I have a process builder setup to run on opportunities. It works fine but only when the record is updated. I would like to have it run every day and execute if a field date on the record is matched to today's date. I don't want to set it to run in the future. Just an everyday event.

I tried forcing the execution with workflow rules updating a date field on the record but it doesn't work when the date is tomorrow or the following date. Nothing happens when the future date comes around.

Is there another trick I'm missing and I can't see a way to trigger this process builder?

Thanks in advance for your help!
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