In order to schedule a workflow to execute recurrently, the user must follow the next steps:
- Go to Workflows tab and click on the Open Form button from the workflow that is to be scheduled
- When the Start Workflow form opens, fill in the parameters and select Schedule recurrent tab
- Select the scheduling type: minutely, hourly, daily, weekly, monthly or yearly
- Minutely - in the example below, the workflow execution will start on March 28th 2023 at 18:00 PM and repeat execution every 10 minutes. The workflow execution will stop after 10 executions or occurrences.
- Hourly - in the example below, the workflow execution will start on April 25th 2023 at 17:10 PM and repeat execution every 2 hours, from 8:00 AM to 10:00 PM. The workflow execution will stop on July 6th 2023 at 19:40 AM.
- Daily - in the example below, the workflow execution will start on January 1st 2022 at 20:00 AM, the workflow will execute every day and will never stop.
- Weekly - in the example below, the workflow execution will start on January 1st 2022 at 18:00 AM, the workflow will execute every week from Monday - Friday and will never stop.
- Monthly - in the example below, the workflow execution will start on January 1st 2022 at 00:00 AM, the workflow will execute every 6 months and will stop after 2 occurrences.
- Yearly - in the example below, the workflow execution will start on January 1st 2022 at 12:00 AM, the workflow will execute every year and will stop on January 1st 2023 at 12:00 AM
- Check Fallback option if you wish to ensure the execution of the workflow in case of system failure
- Check Visible by all users if you wish the workflow to be visible for other users
NOTE: Fallback and Visible by all users options are configurable per workflow in Administrator → Overview page. By default they are not visible. For further information, please visit Workflow Configuration.
- Click on View Summary to make sure all the parameters are correctly set and the scheduling plan is correct
- Click on Start Workflow to finalize the execution of the workflow according to the scheduling plan
- Go to Scheduled tab. The workflow will be visible in the Repetitive section exclusively to the submitter user or to all users if the Visible by all users option is checked