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Time Based Workflow

on 07-05-2024 12:00 AM by SnapApp by BlueVector AI

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A time-based workflow is a process management approach where tasks and activities are scheduled and executed based on specific time intervals or deadlines.

This type of workflow is designed to ensure that certain actions occur at predetermined times, facilitating the timely completion of projects and the adherence to schedules. It is commonly used in industries and applications where timing is crucial, such as manufacturing, project management, marketing campaigns, and IT system maintenance.

By automating time-sensitive tasks, a time-based workflow helps improve efficiency, reduce human error, and ensure consistent performance.

Table of contents

Table of Contents

Create a Time Based Workflow

  1. Navigate to Settings of the User menu of the top bar.

Open settings

  1. Tap on Automation of the left navigation bar → Workflows.

Workflow Dropdown

  1. Tap on +Add New in the top header of the Actions list view.

add actions

  1. Configure the workflow settings and fill out the required fields.
Type Description
Type Defines a type of the workflow. Here select your Time Based
Name Defines a unique name of the workflow.
Object Select your object from the existing objects for which you want to create the workflow
Description Provides a description of the workflow.
Status This field is used to activates the workflow.By default it is Inactive. You can also select Active.
Trigger Type This is to select the frequency rate for triggering the workflows. By default, it is set to Single which ensures a single triggering of the workflow. You can also select Repeating which ensures multiple triggering of the workflow on the basis of selected frequency.
Time This is to select the trigger time of the workflow.
Period This will select the period after which the workflow will be triggered. You can select either Hours or Days or Workdays or Months
Before or After This will select whether the workflow will be triggered Before or After the period.
Date Field You can select the suitable date field of your object for triggering the workflow.

Workflow Created

  1. Add a Actions according to user requirements, which is going to be triggered when the workflow gets invoked. For more information, refer to actions documentation.

Action Created

View the Time Based Workflow Configuration

  1. Open Settings from the User menu.
  2. Select Automation → Workflows.
  3. Select the Workflow in the list of Time Based Type workflows that you want to view.
  4. Click the Workflow name or ID to be taken to the detail view.

Edit an Time Based Workflow

  1. Open Settings from the User menu.
  2. Select Automation → Workflows.
  3. Select the Workflow in the list of Time Based Type workflows that you want to edit.
  4. Click the edit button of your selected workflow to edit the workflow.
  5. Change the required fields as per as your requirements and hit Save. On saving the records, workflow will trigger the user created actions.

Edit

Re-configure an Time Based Workflow

  1. Open Settings from the User menu.
  2. Select Automation → Workflows.
  3. Select the Workflow in the list of Time Based Type workflows that you want to edit.
  4. Click the Configure button of your selected workflow to re-configure the workflow.

configure

Delete an Time Based Workflow

  1. Open Settings from the User menu.
  2. Select Automation → Workflows.
  3. Search for the Workflows in the list of Time Based type that you want to delete.
  4. Click the Delete button. To see the Delete button, you must have Delete permission.

delete

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai

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