Schedule step start
You can set the time for the step to start on, after, or before as certain date. For example, you might want to automatically send a follow-up email to a customer after 5 days.
You can schedule a step in relation to certain events in a workflow, for example:
- Instance start time
- Other step start/completion times
- Input from a previous step
You can also make the start dependent on specific conditions.
Schedule start
To schedule the step's start and deadline dates:
- Click Workflows.
- Click the workflow you want to update.
- Click the step you want to update.
- To define the start dates, click Schedule start.
- Define the conditions for the start.
- Save your changes
Schedule start and add conditions
Consider the following scenario: you want a step to start 10 days after the instance started and have a condition that it should only be activated if the form in a previous step is not empty.
This can be achieved by setting the conditions and the scheduled start on a step.
The conditions are evaluated twice - on completion of the step the condition refers to and at the scheduled start time.
For example:
- If the form in the previous step is empty, the step with the condition on will automatically be skipped not waiting for the scheduled start.
- If the form in the previous step is not empty, the step with the condition on will wait for the scheduled start. At the scheduled start, the condition will be evaluated again.
Updated 22 days ago