Periodic Triggers

Periodic trigger calls an action repeatedly, after a specified period of time (for example, daily, each week or each month). For instance, you need to send invoices to clients monthly. In this case a Periodic Trigger with an E-mail Alert workflow action can be helpful.

To create a new periodic trigger, click on the New button and specify the General and Matching properties.


In the Name field write a name of the trigger.


In the Description field enter a trigger description or any explanation text.


Select the Active checkbox if the trigger should take effect. If the check box is cleared, the trigger will be stored in the system but will not call any actions even if all predefined conditions are met.


In the Filter section specify a condition that will trigger a certain action if it is met.


In the Period section choose the required period and specify additional trigger options if available:

Daily – mark this option if the trigger has to process daily.

Weekly – select the day(s) of the week.

Monthly – choose the day of the month.


Specify the time to process the trigger (midnight is the default). The TimeZone coincides with the TimeZone specified in the Database Properties.

When finished, click Save to save the trigger.

Then you should associate Workflow Actions with the trigger.

To check quickly the filter conditions specified in the trigger and review records that could be affected, go to the workflow triggers list, click directly on the trigger name and use the View Records button displayed on the trigger form.

Next: Managing Workflow Triggers