Monday, March 11, 2019
Execute workflow on a specific day of the month
This workflow sample shows how a scheduled workflow will only be triggered on a specific day of the month. On this sample, a scheduled workflow is intended to send an email every 10th of the month.
1. Create a new workflow by navigating to Customization > Workflow > Workflows > New
2. Define the workflow
a. Name = Execute workflow every 10th
b. Record Type = Transaction
c. Sub Types = Sales Order
d. Scheduled = True
e. Saved Search = <<UI search>>
f. Release Status = Released
g. Click Save.
3. To add a workflow state, click New State and set Name = State 1, then hit Save.
4. To create an action to the state, click on the State 1 state and click New Action.
a. Select Send Email.
b. Trigger On = Entry
c. Condition = TO_CHAR({today},'fmDD') = '10'
d. Specify Sender = <<any sender>>
e. Specific Recipient = <<any recipient>>
f. Content
--- Subject: Test
--- Body: Send Email
g. Save
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