Scheduling an Action

You can use the Scheduled trigger with an action to create a scheduled action. Scheduled actions only run after the record enters the state for that action. For example, use a scheduled action to send an email a set amount of time after a record enters a state. For more information about how scheduled actions work, see the Scheduled Trigger.

Important:

You can only schedule Create Record, Initiate Workflow, Send Campaign Email, Send Email, Subscribe To Record, or Custom actions. These actions run only if the workflow is in released mode. See Release Status.

To schedule an action:

1. Create an action. See Creating an Action.

   Note:

   Make sure you set the Trigger On property to Scheduled.

2. Under Schedule in the Workflow Action window, enter the following properties:

   Property	Description
   Delay	Choose Delay if you want the action to run a certain number of hours or days after the record enters the state. Number of time units set in the Unit property before the action processes. For example, if you set the Unit property to Hour and enter 1 for Delay, the action runs 1 hour after the record enters the state.
   Time of Day	Choose Time of Day if you want the action to run at a specific time. When you choose this option, the Start Time field is required. The action runs at a specific time of day. Enter Start Time, Recurrence, and Unit.
   Start Time	Time of day the action runs.
   Recurrence	Number of time units before the action runs again. Note: If the condition isn't met when the action is scheduled to process, NetSuite waits and tries again at the next recurrence.
   Unit	Unit of time for Delay and Time of Day. Select Hour or Day.

3. Click Save.

Related Topics

• Working with Actions
• Creating an Action
• Editing an Action
• Deleting an Action
• Ordering Actions
• Reordering Actions
• Moving an Action
• Copying an Action
• Using Action Groups
• Using Sublist Action Groups
• Scheduled Trigger
• Workflow Actions Overview

General Notices