Setting up a schedule action integration
Modified 4 years ago
Abhiram
You can set up a scheduler to start a new item in a process using time-based triggers.
After starting an integration, select Schedule Action.
Actions can be scheduled Daily, Weekly, Monthly, or Yearly.
Daily triggers
By default, this scheduler will trigger daily at the time that you enter.
If you click Show advanced options, you will have additional settings.
- You can select how often the scheduler runs based on the number of days.
- You can select when the scheduler should end:
- Never: The trigger will never end.
- On: The trigger will end at a scheduled calendar date.
- After n occurrences: The trigger will end after a specified number of runs.
Weekly triggers
On the weekly scheduler, select the days of the week you want the scheduler to run, and also the time.
When you click Show advanced options, you’ll be able to define:
- how often the scheduler runs
- when the scheduler should end
Monthly triggers
Select the day of the month you want the scheduler to run and also the time.
If you select 29, 30, or 31 the scheduler will only run on months that have that many days. Select Last day of the month to make sure it happens every month.
When you click Show advanced options, you’ll be able to define:
- the frequency
- when the action should end
Yearly triggers
Select the month, date, and time you want the scheduler to run.
Starting a new item
After setting up the scheduler, click the Add button (
When the trigger fires, this integration will take the data you have mapped and create and submit a new item into the workflow.
