When does the Trigger happen if it's based on a record value?

Topic Labels: Automations
647 2
Showing results for 
Search instead for 
Did you mean: 
4 - Data Explorer
4 - Data Explorer

I’m trying to send people e-mails when we’re 2 weeks out from a certain date in the record.

I created a formula field that calculates the difference between today and the date field. And then want to Trigger my automation when that formula field equals 14 days.

Will it just check every day, or the moment the value changes to 14?

2 Replies 2

Automations wait until the defined conditions become “true” and won’t do anything until its time for them to run.

It’s a little complicated.

In general, automations trigger the moment the condition becomes true. For example, if the trigger is if a field has a value, the automation triggers on the first character entered, even if the user presses more keys right away.

In general, formula fields recalculate with each key press. However, some very complicated formulas can take a while to recalculate.

The notable exceptions are when you have formula fields that include NOW() or TODAY(). Those do not recalculate continuously. How often NOW() recalculates depends on whether or not someone is viewing the record. It can recalculate as soon as every few minutes or there could be an interval of an hour or more.

Thus, if your automation is based on a formula that includes NOW() or TODAY(), timing of the execution could vary from immediately to an hour or more later.