Create a scheduled trigger for Playbook

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：4分

    • Create a scheduled trigger that starts your playbook at the required time and interval. You can schedule a trigger in any time zone, with or without an end date for the schedule.

    始める前に

    Role required: playbook.admin or pd_author

    手順

    1. Navigate to All > Process Automation > Workflow Studio > Playbooks.
    2. Open the playbook that you want to configure or create a playbook.
    3. On the sidebar, select Triggers (Icon to open the triggers.)).
      注:
      You can't open triggers until the parent table is specified for the playbook. To specify a parent table, edit Start in the diagram view, or open the More actions menu (More actions menu) and select Properties.
      Triggers in playbooks with options to edit, delete, or create triggers.

      If triggers are already added to the playbook, the Triggers screen displays a list of the associated triggers. You can edit, delete, or add a trigger.

    4. Select Add trigger > Scheduled.
    5. Specify the scheduling details.
      1. Select the Time zone in which you want to schedule the trigger.
      2. Specify the Start date and time for the trigger.
        The date and time is as per the selected time zone.
      3. Use the Repeat and Every fields to define the schedule for the trigger.
        Option Description
        Daily Runs every day or at your chosen interval of days. For example, everyday, every 2 days, every 3 days and so on.
        Weekly Runs every week or at your chosen interval of weeks. For example, every 2, 3, or 10 weeks.

        Option to select the days of the week for scheduling a weekly trigger.

        Select on which days of the week you want the trigger to run. For example, every Monday, Wednesday, and Friday.
        Monthly Runs every month or at your chosen interval of months, for example, every 2, 3, or 24 months.

        Option to select the day of the month for scheduling a monthly trigger.

        Select on which day of the month you want the trigger to run:
        • Fixed day, for example, on the first day of the month.
        • Relative weekday, for example, every first Monday of the month.
        Yearly Runs every year in the selected month.

        Option to select the month and the day of the month for scheduling a yearly trigger.

        Select on which day of the month you want the trigger to run:
        • Fixed day, for example, on the first day of the month.
        • Relative weekday, for example, every fourth Friday of the month.
        Time interval Runs at a specific time interval. Specify the interval in hh:mm:ss format. For example, you can create a trigger that runs every 47 hours and 30 minutes (47:30:00).
        Does not repeat Runs only once at the specified date and time.
      4. If you want to end the schedule and stop the trigger from running after a certain date, from End, select On this day.
      5. To end the schedule, specify an end Date and time.
    6. オプション: Specify the conditions for the trigger to run.
      Use the Conditions tab to add a condition when the playbook should run. You can also limit the number of records to be processed, up to 1000, and sort the records by a field.
    7. Select Save and close.

    タスクの結果

    Your scheduled trigger is created.