Workflow Schedule

The Schedule form in a workflow lets you define when the workflow should run automatically. Scheduling is optional — workflows can also be run manually at any time.

Enabling the Schedule

To enable scheduling, tick the Enabled checkbox.

Changes to the schedule won’t take effect until the workflow is saved. When saving, you’ll be asked to enter your Windows username and password. The workflow will run under this user account.

When enabled, the workflow will run according to the schedule defined on the form.

Intervals

The schedule form supports the following configuration options:

Global

Use this option to add the workflow to the Global Schedule.

• Priority – Defines the workflow’s position in the Global Schedule. A lower number means higher priority (e.g. 1 = highest priority).

Learn more about the Global Schedule.

Minutes

Run the workflow every X minutes.

• Run every – Set how often the workflow should run (0 to 59 minutes)

Tip: We recommend running workflows every 15 minutes in most cases.

Hourly

Run the workflow at hourly intervals.

• Start time – How many minutes past the hour the workflow should run
• Run every – How many hours between each run

Daily

Run the workflow once a day at a set time.

• Run at – The time the workflow should run each day

Weekly

Run the workflow on specific days of the week at a chosen time.

• Run on – Select the days of the week
• Start time – Set the time the workflow should run on those days

Advanced

This option opens the Windows Task Scheduler editor.

Use this if you need more complex scheduling, such as running at different times on different days.

Screenshots

Global

Minutes

Hourly

Daily

Weekly