automation

How do I create a workflow rule that will be executed on a specific date?

To create a workflow rule that will be executed on a specific date:

  • Go to Settings in the top right corner.
  • Click Workflow Rules under Automation.
  • Click + New Workflow Rule.
  • Enter the Workflow Rule Name.
  • Select a Module to which you want to associate the workflow rule from the dropdown.
  • Click Next.
  • Select Date Based from the Workflow Type dropdown.
  • Enter the date on which the workflow rule should be executed in the Date of Execution field.
  • Select the Execution Time and Execution Cycle.
  • Click Next.
  • Add a criteria based on which the workflow should be triggered from the first, second, and third dropdowns.
  • Click Next.
  • Select the Immediate Action Type that should be triggered and the Action Name under Actions.
  • Click Save.

This will ensure that your workflow rule is executed on the specified date and time.

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