Overview

The procedure to create a scheduled workflow is similar to creating schedules from the Activity card.

Selecting a schedule type

When you select Schedule workflow you are are presented with the Schedule type page is displayed. This allows you to select one of three schedule workflow types.

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Creating a schedule with specific dates

The Calendar schedule type allows you to select one or more dates when the scheduled project or task will occur.

  1. Select the Calendar type. The Calendar schedule page is displayed.

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  1. Select the Dates field to display the calendar, this allows you to select one or more dates to schedule the project or task, see Selecting calendar dates.
  1. Select Save when finished. When you have saved the selected date or dates the Dates field displays the date you selected or if you selected multiple dates, the number of selected dates.

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  1. Select Done to accept your selection and move onto to the next step.

Creating a recurring schedule

The Repeat schedule type allows you to define a cyclic schedule or projects or tasks that repeat at set intervals.

  1. Select the Repeat type. The Cyclic schedule page is displayed.

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  1. The following fields allows you to define the repeating schedule, see [Configuring repeating settings(/schedules/configuring-repeating-settings.html)]:

    • At - this allows you to set a time when the schedule is triggered.
    • Of every - this allows you to choose between a weekly or monthly repeating period.
    • On - this allows you to choose days of the week or dates within a month.
  1. Select Save when you have completed each field. Your selections are displayed when you have finished.

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  1. Select Done to accept your selection and move onto to the next step.

The Frequency schedule type allows you to define a schedule that triggers events at regular intervals irrespective of date.

  1. Select the Frequency type. The Frequency schedule page is displayed.

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  1. The following fields allows you to define the frequency of the schedule tasks schedule, see Configuring frequency settings:

    • Starting at - this allows you to set a time and date when the schedule is triggered.
    • Every - this allows you to specify the frequency of the schedule, which is also dependent on the Units field.
    • On - this allows you to select the frequency time units, for example, minutes, days, week, etc.
  1. Select Save when you have completed each field. Your selections are displayed when you have finished.

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  1. Select Done to accept your selection and move onto to the next step.