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Martin Schubert

Automated Action is not firing when using Trigger Date.

Configration:

Related Document Model: Lead/Opportunity

When to Run: Based on time condition

Filter: no

Trigger Date: Creation Date

Delay After Trigger Date: 1 Hours

 

But it works fine if I send immediately like this:

Configration:

Related Document Model: Lead/Opportunity

When to Run: On Creation

Filter: no

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Martin Schubert
Forfatter Bedste svar

Make sure the job "Check Action Rules" is running.

You find the job at "Settings-Automation-Scheduled Actions"

Set a future value for "next execution date" and modify the interval accordingly to your needs.

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