The Schedule Workflow activity triggers the workflow at regular intervals based on the specified frequency: weekly, daily, or hourly, with a defined start date and time.

  • Group: Triggers
  • Nature: Non-Blocking

Example:

To ensure timely contract renewals, set up a workflow that runs daily to check for contracts nearing their expiration. The Schedule Workflow activity triggers notifications based on a defined schedule, such as daily, weekly, or hourly, starting from a specific date and time. 

Properties and activity information

Properties represent the values used to perform the operations of an activity and Entry Criteria serve as conditions that determine whether an activity should be executed.

FieldDescription

Properties

Job Type

Select the job type to execute the workflow:

  • Recurring: Triggers the workflow based on the specified frequency.
Frequency

Select the frequency at which you want the schedule to workflow execution, like weekly, daily, or hourly.

Start Date

Select a date to trigger the workflow.

Start Time

Select a time to trigger the workflow; the application supports the UTC time zone.

Entry Criteria

Entry Criteria

Set the conditions that must be met to trigger the workflow.

  • Field: Select the field you want to set as the condition criterion. It lists fields associated with the object you have selected at the time of workflow creation.
  • Operator: You must select the logical operator from the list. This forms the relationship between the field and its value.
  • Value: The value field changes based on the selected operator options. Enter or select the value for the specified field.

To add more conditions, click Add Criteria. To remove all conditions, click Remove All.

Filter Expression

By default, the application applies AND logic to all criteria. You can adjust this to create more complex logical expressions if needed. You can customize your logic using parentheses, AND, OR, and NOT.

For example, if you enter “(1 AND 2 AND 3) OR 4”, the system will evaluate whether all three of the first conditions are true, or if the fourth condition is true.

Criteria Expression

Displays the criteria expression based on the selected field, operator, and value condition.

Common
NameEnter the technical name of the activity.
Display NameThis field auto-populates but can be changed if needed.
DescriptionProvide a description that is relevant to the activity.