Quick Reference for Workflow Scheduler Configuration
| Setting | Purpose |
|---|---|
| Saved Search Filter | Returns records to process |
| Repeat | Enable for recurring execution |
| Execution Date/Time | When to initiate (one-time) |
Select Scheduled from Trigger On dropdown.
| Delay | Recurrence | Unit | Behavior |
|---|---|---|---|
| 1 | 0 | Hour | Once, 1 hour after entering state |
| 1 | 2 | Day | 1 day after, then every 2 days |
| 0 | blank | Hour | Once on next scheduler run (≤30 min) |
| 0 | 0 | Hour | Every 30 minutes continuously |
Use Start Time + Recurrence + Unit for specific daily times (e.g., 9:00 AM every other day).
| TRANSITION ON | Result |
|---|---|
| Scheduled | Waits for delay, then transitions |
| Server Trigger | Delay starts after trigger event |
| Blank + Saved Search | Transitions when search is true |
Set delay values to 0 during testing to wait only ~30 minutes instead of hours/days.