How-To: Add A Schedule / Scheduled Trigger
How to Add a Schedule Trigger
Overview
If you want to automate a Workflow to run at a specific time on a repeated schedule, you'll want to add a Schedule Trigger. These require answering 3 distinct questions.
How often do you want the workflow to run?
When do you want the workflow to run?
What time do you want the workflow to run?
These 3 questions together define one distinct schedule. This how to guide will walk you through the steps to edit a schedule Trigger.
Types of Schedules
Hourly - Select the distinct minute that you want a Workflow to run every hour.
Daily - Select the distinct time that you want a Workflow to run every day.
Weekly - Select the day of the week and the time that you want a Workflow to run every 7 days.
Monthly - Select the numeric day (1-31) and the time that you want a Workflow to run every month.
Steps
Navigate the specific Workflow that you want to add schedules to and hover over the schedule trigger icon.
Click Add Schedule.
Select an option for "How Often?". Your choices are hourly, daily, weekly, or monthly.
Select an option for "When?".
If you selected "Monthly" in the previous step, your options will be numeric dates.
If you selected "Weekly" in the previous step, your options will be days of the week.
If you selected "Hourly" or "Daily" this option will be disabled.
Select an option for "What Time?".
If you selected "Daily", "Weekly", or "Monthly", you will need to select an hour (HH), a minute (MM), and AM or PM.
If you selected "Hourly", you will need to select a 5 minute interval.
Repeat steps 3-6 for any additional schedules that you want to add.
Click Save to save your schedule
Success! You've now successfully added Schedule Triggers!