Configure workflow to run on a date field value

Configure schedule to run on a date field value

  1. Edit your app.
  2. Click the + (Add) icon in the header strip.

  3. Select Workflow from the Create New Component window:

  4. Select On a scheduled date.
  5. Navigate to the Choose a Date Field tab.
  6. Select the form and field based on which you want to run the schedule.
  7. Define when to Run the process:
    • Always is selected by default
    • Select on condition, then set the required criteria

  8. Choose when you want to execute the workflow:

  9. Set the time for the schedule.
  10. Select the interval for the schedule:

  11. Choose the End Date Field. The dropdown will list all the date fields in the form.

  12. Name the workflow.
  13. Click Create Workflow. You'll be taken to the workflow builder.
  14. Click Add New Action:

  15. The Add New Action window will slide in from the right. Set the condition and choose the action type from here.

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