Scheduled Workflow Examples

Review scheduled workflow examples to gain a better understanding of how to set them up.

Workflow	Description
Profit percentage under 10%	At the end of the month, send a notification alert to the project manager if any projects they manage have a profit percentage below 10% in the current period. On the Conditions dialog box, select PRSummary.ProfitPercent as the column, < as the operator, and 10 as the value. Set up the notification alert for the project manager as the action.
Start date of a project has passed and the Compensation field = 0	Send an email message to the supervisor of a project when the Start Date passes and the Compensation field equals 0. On the Conditions dialog, select PR.StartDate as the column, Last Days as the operator, 1 as the value, and AND. Add a second row for which you select PR.Compensation as the column, = as the operator, and 0 as the value. Set up the email alert to the supervisor as the action. In this case, if you enter the value 1 with the Last Days operator, you need to schedule this workflow to run daily. Alternatively, you could set the value to 7 and schedule the workflow to run weekly.
Employee registration expiration	Create an activity when an employee's registration is due to expire in 30 days. In the Workflow Table field, select EMRegistration. On the Conditions dialog box, select EMRegistration.DateExpires as the column, In Days as the operator, and 30 as the value. Schedule this workflow to run daily, since the event is only created if the registration expires exactly 30 days from the day it is run.
JTD Revenue is less than Budgeted Revenue	Send a weekly alert if JTD Revenue is less than Budgeted Revenue, where Budgeted Revenue equals JTD Direct Labor Cost multiplied by a target multiplier of 3.2. On the Expression Builder dialog box, enter the following expression: [Labor Direct Cost - JTD] * 3.2 < [Revenue - JTD]