1. What Does This Page Cover?

3. Setting Up Schedule Workflows

1. Custom Schedules - Starts to run on a specific date and time you provide.
   Example - An e-mail can be sent to all organization users reminding them to submit claims on the 10th of every month.
2. Form Schedules - Starts to run on the date and time values recorded in a Creator field.
   Example - A notification can be sent to employees on a day before their onboarding, prompting them to collect their assets and access cards. It will be sent based on the onboarding date mentioned by the employee in a Creator form.

3.1. Schedule Workflow Creation Flow

3.2. See How to Configure

3.3. Steps to Create a Custom Schedule

1. Navigate to the edit mode of your application and click the + icon in the top-left corner of the page.

2. Click Workflow to create an automation from scratch.

3. Choose On a scheduled date to create a schedule workflow.

Note : Alternately, you can navigate to the Workflow tab and shift to the Schedules section. Afterwards:

1. If you are creating a schedule for the first time, click Create Workflow in the center or click New Workflow in the top-right corner.
   
2. If you've already created schedules, click New Workflow in the top-right corner to create a new schedule.
   

1. Start date and time - Choose a date and time when the schedule needs to start running.
2. Run - Choose from Daily, Weekly, Monthly, Yearly, or Once. This decides the period in which the schedule needs to be repeated.
3. Name the workflow - Enter a name for the workflow.

3.4. Steps to Create a Form Schedule

1. Navigate to the edit mode of your application and click the + icon in the top-left corner of the page.

2. Click Workflow to create an automation from scratch.

3. Choose On a scheduled date to create a schedule workflow.

Note: Alternately, you can navigate to the Workflow tab and shift to the Schedules section. Afterwards:

1. If you are creating a schedule for the first time, click Create Workflow in the center or click New Workflow in the top-right corner.
   
2. If you've already created schedules, click New Workflow in the top-right corner to create a new schedule.
   

4. Select the Choose a Date Field tab to schedule a workflow based on the input value of a Creator field.

1. Start date field - Select a form and a compatible field. The schedule runs based on the date and time that this field provides.

Note:

1. Compatible fields are Date, Date-Time, and the system fields Added Time and Modified Time. For the system fields, the schedule runs based on the date and time at which the record is created or edited respectively.
2. If the chosen field is a Date field, separately choose a time at which the schedule should run.
   
   For the Date-Time field and the Added Time, Modified Time system fields, the time stamp present along with the date value will be considered.
   

1. Execute workflow - Choose a configuration from the below table that suits your needs:
1. On the date above - Start the first schedule on the date mentioned in the Creator field.
2. After - Start the first schedule after a specified number of minutes, hours, days, or weeks from the date mentioned in the Creator field.
   
3. Before - Start the first schedule before a specified number of minutes, hours, days, or weeks from the date mentioned in the Creator field.

Example - Say the Start date field value is 24/02/2001 and the scheduler is configured to start 4 weeks after this date. The actual date on which the schedule will start is 24/03/2001.

1. After field - Select a single line field. The schedule will run on the final date derived by counting the input from the single line field forwards after the Creator's field's value.
   Input values: <count> minute, <count> minutes, <count> min, <count> mins, <count> hour, <count> hours, <count> day, <count> days
2. Before field - Select a single line field. The schedule will run on the final date derived by counting the input from the single line field backwards after the Creator's field's value.
   Input values: <count> minute, <count> minutes, <count> min, <count> mins, <count> hour, <count> hours, <count> day, <count> days

Example - Say the selected single line field's value is "3 days" for a record. The schedule will run after 3 days from the Start date field value for that particular record.

Note: The maximum count value for the minutes, hours, days and weeks are 1000.

1. Repeat Interval - Choose from Once, Daily, Weekly, Monthly, Yearly. This decides the time period in which the schedule needs to be repeated.

Note: If Daily, Weekly, Monthly, Yearly is selected:

1. End date field - Select the necessary Creator field, whose input value up to which the schedule will run. Compatible fields are Date, Date-Time, and the system fields Added Time and Modified Time. For the system fields, the schedule runs based on the date and time at which the record is created or edited respectively.
2. Execute workflow Until - Choose On the date above, After, or Before to run the last schedule on the date mentioned in the Creator field or on a date that comes before or after it.
   
   
   
   If After or Before is chosen, mention the specific Count of Days or Weeks after or before the chosen field's value, to execute the last schedule.
   
   
   The maximum count value for the days and weeks are 1000.
   

1. Name the workflow - Enter a name for the workflow.
2. Run this process - Choose to run the schedule always or on a condition. If on condition is selected, specify the condition further.
   

3.5. Edit, Disable, and Delete a Schedule Workflow

1. To edit a schedule, click on a workflow in the Workflow tab and click the Properties icon on the top-right corner.
   
   
2. To Enable or Disable the schedule, use the toggle present across each schedule.
   
3. To delete the schedule, hover over a schedule workflow in the Workflow tab and click the bin () icon.
   

4. Points To Note

1. The number of custom schedules that can be executed per user per month depends on your Creator plan. See our pricing page.
2. If you set the schedule to repeat monthly but the chosen date doesn't occur in the current month, the schedule will not run. Instead, it will wait until the next month with the same day number to execute. For example, if the start date value is 31-Mar-2024, the next monthly schedule will be on 31-May-2024.
   

5. Related Topics

1. Understand Schedules
2. Create and Manage Schedule Actions