I have a process builder which fires on lead creation.
It creates a time based action, which says that a chatter reminder will be posted after 7 days if no activity on the lead has been made.
So if someone converts the lead in between it should allow it to happen.
My issue here is that, as the time based actions goes into a queue it is not allowing me to convert the lead.
Is there any work around for this?
Thank you for visiting the Q&A section on Magenaut. Please note that all the answers may not help you solve the issue immediately. So please treat them as advisements. If you found the post helpful (or not), leave a comment & I’ll get back to you as soon as possible.
I think, you are creating time based action based on created date and this time based action is getting queued.
I would suggest you to create a separate datetime field, let’s say
Action DateTime which will initially be populated as
created date + 7 days.
If any action has taken on the lead then mark this
Action DateTime as blank.
Your time based action should be defined on the
Action Datetime and fire the action after
1 hour on the defined datetime. Also, you should check is
Action Datetime is not null to fire this action.
This way, your action will not be queued and any user can update the lead.