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| − | [[File:Monthly_RecurringWF.png|900px]] | + | #REDIRECT [[Workflows_Overview#Recurring_Workflow]] |
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| − | A recurring workflow is a Workflow that is not triggered against any particular object.
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| − | Accordingly, its ability to use variables is limited. Recurring workflows can be useful for tasks that need to recur at regular intervals, such as a weekly reminder e-mail.
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| − | They can also be used with '''[[ReportProperty]]''' to send summary report information.
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| − | When using a recurring workflow, the tasks are always connected in a loop, and there must be at least one connector that has a delay. Otherwise, once the workflow is activated the workflow would loop continuously without any break.
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| − | The system is configured to automatically stop processing any workflows configured this way after five loops.
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| − | Once you have configured the Workflow, the '''Activate''' button can be used to start the workflow. Once activated, a '''Deactivate''' button will be visible that can be used to stop the workflow.
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| − | ==Configuring a Monthly Recurring Workflow==
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| − | If you wish to have a recurring workflow send an e-mail on a particular day or days of the month, you can use the following conditions:
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| − | * '''date_format(now(),"%d")="01"''' - Will be true only on the 1st of the month
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| − | * '''date_format(now(),"%d") in ("01","15")''' - Will be true on the 1st and 15th of the month.
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| − | You will need to configure an empty task (i.e. an '''Acknowledgement''' with no recipients) to manage the branching based on the date, and an empty task to manage the one-day delay so the workflow will loop daily and connect to the task that sends the e-mail on the appropriate day(s).
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| − | [[File:Monthly_Recurring_WFs.png]]
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| − | The Workflow Connectors attached to the "Empty Task for Branching" should have the following Conditions:
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| − | [[File:WF_Connector1stofmonth.png]]
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| − | ==See Also==
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| − | * [[Workflow Connector]]
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| − | * [[Workflow Condition]]
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| − | * [[Workflow Condition Examples]]
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| − | * [[Scheduled Reports]]
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| − | [[Category:Workflows]]
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