The Scheduled trigger is a Server Trigger that occurs at a specific date/time or moment set by the workflow designer. There is also an option to repeatedly have this trigger occur at a specified interval.
Use this trigger for tasks that should be run at a specific date/time or moment and tasks that require repetition over time.
If an error occurs during this trigger, an email will be sent to the Workflow Owner with the details of the error. For more information, see Error Handling for Scheduled Workflows.
This trigger is valid for the following workflow actions:
Setting this trigger for Workflow Initiation requires a Saved Search Filter that tells which records the Workflow should be processed on. See the screenshot below:
For Transition, the only option available for the Scheduled trigger is Delay and Unit which sets the timer for when the transition will execute. The timer starts upon entry to the state where the tail end of the transition is attached. See the sample screenshots below:
For Action, the workflow designer has a choice of whether to execute it on a Delay similar to transitions or a specific Time of Day. See the sample screenshot below:
Sample Usage Scenario:
Send a reminder email to the approver that a Journal Entry has yet to be approved after 7 days of its creation.
Workflow Action Setup for the above Scenario:
ℹ️ Some points to consider when using the Scheduled trigger:
- The minimum repetition interval that can be set for this trigger is Every 30 minutes since the backend scheduler that this trigger is based on runs at that interval.
- The scheduler follows the time zone set for the user who first set up the workflow initiation/transition/action at the time of the configuration.
- Testing of Scheduled Workflows differs from Event-based Workflows. See Testing Scheduled Workflows for more details.
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-Jack
