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.

Please, note that the Navigate action does NOT work with Periodic triggers.

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.


The limit of records, that the system can process at once by each Periodic Trigger, depends on the number of users invited into the database. More details are provided in the Record Processing Limits item.

Example: Periodic Trigger for Birthday Alerts

If you need to send birthday greetings or special offers on clients’ birthdays automatically, create a periodic trigger.

You should adjust a "Daily" Periodic Trigger with the following custom formula in the filter field:

Day([Birthday])=Day(Today()) and Month([Birthday])=Month(Today())

This filter allows to find records, where a birthday is today. The example of the trigger is provided on the following screenshot:

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Please don’t forget to add E-mail Alert workflow action to this trigger:

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Below the periodic trigger form you can see the Log displaying when the trigger was executer and which records were processed.


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To review the list of processed records, click on a corresponding View Records link shown in the log.

Next: Managing Workflow Triggers