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. On the Navigation menu, click Settings > Workflow > Scheduled Workflows in the desktop application.
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	Click Move Up or Move Down. Actions take place in the order that you specify.
   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.
   To remove an action without deleting it permanently	Clear the Active option for that action.

6. Click Save.