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
|Name||In the |
|Description||In the |
|Active||Select the |
|Filter||In the |
|Period||In the |
|at||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
Navigateaction 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:
Please don’t forget to add E-mail Alert workflow action to this trigger:
Below the periodic trigger form you can see the
Log displaying when the trigger was executer and which records were processed.
To review the list of processed records, click on a corresponding
View Records link shown in the log.