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, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > Scheduled Workflow.
2. On the Scheduled Workflow form, select the application for which you want to create a workflow.
3. In the Scheduled Workflows grid, create the event for the workflow.
4. In the Actions grid, click , select an action, and complete the fields on the dialog box that displays. The dialog box that displays depends on the action that you select. For example, if you select Email Alert, you then complete the fields on the Email Configuration dialog box.
5. Arrange actions on the Actions grid:

   Option	Description
   To move actions	Use the Up and Down arrows. Actions take place in the order that you specify here.
   To copy an existing action	Select the action and click Copy. You can then modify the action.
   To delete an existing action	Select the action and click Delete.
   If you want to remove an action but do not want to delete the action permanently	Clear the Active option for that action.

6. Click Save.