Scheduled workflows

 

You can trigger a workflow rule on a schedule. For example:

  • You can invoke an action each day at 8:00 AM Pacific Time.
  • You can invoke an action each weekday at 5:30 PM New Zealand Time.
  • You can invoke an action on the last day of each month at midnight Western European Time.

Scheduled workflow rules are used for periodic reporting or auditing functions. For example, a business might set up a daily rule to construct a report on all Orders that have been open for more than 3 days. Scheduled workflow rules often use an email attachment template to format and present the appropriate data in a document. Such an email attachment template can specify a set of records (and related records) that should be iterated over and processed.

 

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