If you have a process that needs to be run on a regularly recurring basis, once a week, In BPM, you can automate the execution of a recurring process, whether it needs to run weekly, on a specific day of a the month, or once a year. By scheduling your workflow, you can schedule your workflow in BPM to run automatically. You can also save a considerable amount of time and ensure that you and your team don't miss a deadline for a specific process. Additionally, you can pre-schedule a one-off time workflow run for a particular specific event at a set predetermined date and time.
Scheduling the process runs not only saves you heaps of time, but it also means that you and your team won’t ever forget to work on that process at the time it needs doing.
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Instruction on how to schedule a process run step-by-step
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Tap on three dots near the Start button and select Schedule Start.
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Go to Templates, hover over the needed Process, and click on the Clock icon.
Set rules for repeating the process. You can
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schedule the initiation of processes on a
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daily, weekly, monthly, quarterly, or yearly
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basis, starting from a specified day and ending on a particular date, after a set number of occurrences, or indefinitely.
If you don’t edit the Process name pattern, it will always create a Process with its name including the start date and start time for more understanding of when the process started and at what time it was created. Of course, you can change this name to your own but remember that it will be the same for every recurrence.
Confirm the settings to save your scheduling.
To change or delete scheduling settings, go to the Schedule Start and first Dismiss all settings. Save changes, and set up schedules from the beginning.
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When you add a schedule to the process, the Clock icon will be shown on the process line in the Grid.
Once the scheduled day and time come, the process will be created.
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Questions? Just email us to get an answer support@saasjet.com. |
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If you haven’t Haven’t used this add-on yet, then try it now!>>> |