Scheduling an Action

You can use the Scheduled trigger with an action to create a scheduled action. Scheduled actions only execute after the record enters the state for the action. Use a scheduled action, for example, to send an email at a certain length 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 the Create Record, Initiate Workflow, Send Campaign Email, Send Email, Subscribe To Record, or Custom actions. In addition, these actions only execute if the workflow is in released mode. See Release Status.

To schedule an action:

  1. If you have not already done so, create an action. See Creating an Action.

    Note:

    Make sure you set the Trigger On property to Scheduled.

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

    Property

    Description

    Delay

    Choose Delay if you want the action to execute after a certain number of hours or days after the record has entered the state.

    Number of units of time specified for the Unit property until the action executes.

    For example, if you set the Unit property to Hour and enter 1 for Delay, the action will be performed 1 hour after the record enters the state.

    Time of Day

    Choose Time of Day if you want the action to execute at a specific time of day. When you choose this option, the Start Time field becomes required.

    Execute the action at a specific time of day. Enter the Start Time, Recurrence, and Unit.

    Start Time

    Time of day the action executes.

    Recurrence

    Numerical value for the amount of time to pass for the action to be executed again.

    Note:

    If the condition is not met when the action is scheduled to execute, NetSuite does not attempt to execute the action until the next recurrence.

    Unit

    Unit of time for the Delay or Time of Day options. 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