Periodic Triggers

A periodic trigger initiates an action repeatedly after a specified time interval (e.g., daily, weekly, or monthly). For instance, you may need to send monthly invoices to clients. In such a scenario, a Periodic Trigger coupled with an E-mail Alert workflow action can be beneficial.

To create a new periodic trigger, click the New button and define the properties.

General Properties

Periodic Trigger General Properties

Name
Enter a name for the trigger.
Description
Add a trigger description or any explanatory text.
Active
Mark the checkbox to activate the trigger. If unmarked, the trigger is stored in the system but won’t initiate any actions, even if all conditions are met.

Matching

Matching

Filter
Define a condition that triggers a specific action when met.
Period
Select the required interval and set additional trigger options, if available:
at
Specify the time to execute the trigger (default is midnight). The TimeZone aligns with the TimeZone specified in the Database Properties.

Once configured, click Save to store the trigger.

Then, associate Workflow Actions with the trigger.

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

For a quick review of the filter conditions in the trigger and to check affected records, navigate to the workflow triggers list, click the trigger name, and use the View Records button displayed on the trigger form.

View Records Button

The limit of records processed at once by each Periodic Trigger depends on the number of users invited to the database. More details are available in the Record Processing Limits section.

Example: Periodic Trigger for Birthday Alerts

To automatically send birthday greetings or special offers on clients’ birthdays, create a periodic trigger.

Configure a "Daily" Periodic Trigger with a custom filter formula:

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

This filter identifies records where today is the birthday. An example of the trigger is shown below:

Birthday Trigger Settings

Remember to add the E-mail Alert workflow action to this trigger:

Add Action

Below the periodic trigger form, the Log displays when the trigger was executed and which records were processed.

Trigger Log

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