Scheduling a Transition

You can use the Scheduled trigger with a transition to create a scheduled transition. You can schedule a transition to execute after a certain number of hours or days have passed after the record enters the state for the transition. For more information about how scheduled transitions work, see the Scheduled Trigger.

You can set the delay for a transition for any trigger type. However, use the Scheduled trigger type to exercise more control over when a transition executes than the other trigger types. For example, if you set the delay on a transition and use the After Record Submit trigger, the delay only starts after the After Record Submit trigger executes. If you use the Scheduled trigger, the transition executes after the delay has passed, starting when the record enters the state in the workflow.

To schedule a transition:

  1. If you have not already done so, create a transition. See Creating a Transition.

    Note:

    Make sure you set the Trigger On property to Scheduled.

  2. In the diagrammer, double-click the state that contains the transitions that you want to reorder and click Edit to the left of the transition on the Transitions subtab.

  3. In the Workflow Transition window for the transition, set the following properties:

    Property

    Description

    Delay

    Numerical value for the units of time specified for the Unit property until the transition executes.

    Unit

    Unit of time for the Delay property. Select Hour or Day.

  4. Click Save.

Related Topics

Working with Transitions
Creating a Transition
Editing a Transition
Deleting a Transition
Reordering Transitions
Transitions Examples

General Notices