Create Scheduled Workflows

Create scheduled workflows when you want the workflows to run at a specific time, or on a recurring basis.

To create a scheduled workflow:

1. In the Navigation pane, select Settings > Workflow > Scheduled Workflows.
2. On the Scheduled Workflow form, use the Area option to select the application for which you want to create a workflow.
3. To create a workflow event, click +Add Workflow below the Scheduled Workflows grid and complete the following actions:
   1. In Workflow Table, select the entire Workflow Table record or select a specific table/grid for which to create a workflow.
      The tables available are specific to the application that you selected with the Area option.

      • Entire records display in brackets, such as [Employee Record], and consist of both standard and user-defined fields.
      • User-defined grids display with underscores, such as Employee_Profile.

      If you set the Area option to Approval Workflow and then select an approval workflow in the Approval Type field, the Workflow Table column in the grid displays ApprovalItem.

   2. If you are setting up a workflow for the Projects hub, use the Level option to specify the WBS level (project, phase, or task) at which the workflow event should execute.
   3. In Description, enter a short description for the event.
   4. To enter one or more conditions that must be met for the actions to take place, click in the Conditions field and then complete the Conditions dialog box.
   5. After you finish creating events, drag and drop rows in the Workflows grid to specify the sequence in which the events are executed.
4. At the end of the grid row, click Options Schedule to open the Schedule dialog box and then set the process, recurrence, and associated parameters for the event.

   For more information, see Schedule dialog box.

5. To create one or more actions for the workflow, in the Actions grid, use the Add Action drop-down list to select an action to add to the workflow and then complete the actions listed below.
   The dialog box that is displayed depends on the action that you select. For example, if you select Email Alert, you then complete the Email Configuration dialog box.
   1. Complete the fields and options on the dialog box and click Apply.
      The name of the action displays in the Action column in the Actions grid.
   2. If you are setting up a workflow for the Projects hub, use the Level option to specify the WBS level at which the action should execute.
   3. Select Active to enable the action.
      After the action is saved, you can clear this option to disable the event temporarily without deleting it from the database.
   4. In Description, enter a short description for the action.
   5. To enter one or more conditions that must be met, click in the Conditions field and then complete the Conditions dialog box.
   6. If you are using multiple languages and the action is an Email Alert, Notification, Validate Warning, or Validate Error, click to use the Languages dialog box to select the language to use with this action. Employees in the specified role or group with the selected language receive the action in their language. If an email address is entered for an alert action, the employee receives the alert whether or not the language matches.
   7. After you finish creating actions, drag and drop rows in the Actions grid to specify the sequence in which the actions are executed.
6. Click Save.