Scheduling a workflow
In addition to being run based on conditions, workflows can also be scheduled to perform at a particular time, similar to a scheduled job.
Scheduled workflows do not have a defined current record and do not run on specific records within a table. Due to this behavior, certain activities that depend on a current record, such as Create Task or Catalog Task are unavailable on scheduled workflows. If your workflow requires one of these activities, consider using a scheduled job that inserts a record to start the workflow instead of using a scheduled workflow.
To schedule a workflow, navigate to and click New. Populate the following fields:
| Field | Description |
|---|---|
| Name |
A unique name for the scheduled workflow. |
| Workflow |
Select an existing published workflow to be triggered at the specified date, time, or interval. |
| Active |
If selected, the scheduled workflow will be triggered at the appropriate time. |
| Application | Specifies the type of application, such as Global. |
| Run |
A choice list to determine when the workflow should be triggered. Options are:
|
| Time |
For daily/weekly/monthly scheduled workflows, the time of day to run the workflow. |
| Day |
For weekly scheduled workflow, the day of the week to run the workflow. For monthly scheduled workflows, the day of the month to run the workflow. |
| Repeat Interval | For periodical workflows, the interval between workflows, beginning from the Starting date and time. |
| Starting |
For periodical workflows, the first date and time to run the workflow. For scheduled workflows run once, the date and time to run the workflow. |