FAQs in this section
How do I reorder the sequence of workflow actions? How do I attach a file in an email sent via a workflow? How can I send emails using workflows? How do I create a workflow? How do I delete sample (default) workflows? What are Workflows? Can I create a workflow to perform different actions based on different values of a picklist field? What is the difference between normal and scheduled workflows? What are Scheduled Workflows? What are Multi-path Workflows? What is a workflow trigger? What are Workflow entry criteria? What is a workflow action? What are the benefits of using Workflows? How many standard workflows can I create? How many scheduled workflows can I create? How many multi-path workflows can I create? How many actions can I include in a standard workflow? How many actions can I include in a scheduled workflow? How many actions can I have in a multi-path workflow? What are the types of workflows available in Vtiger? What are the different components of a workflow? Is it mandatory to specify entry criteria for a workflow? Can I create a workflow without any entry criterion? I want my workflow to consider only weekdays while checking conditions. Is this possible? Can I obtain the date on which a contact has subscribed to email marketing? Can I obtain the time at which a contact unsubscribes from email marketing? I do not have Write permission. Is there a way I can still create records? How does the Update Fields workflow action work? How does the SMS Task workflow action work? How does the Create Record workflow action work? Can I automate the creation of records in the CRM? Is there a way to automatically update fields when a certain event occurs? Can I automate the sending of an SMS? How do I set up the Update Fields Workflow action? How do I set up the SMS Task workflow action? How do I set up the Create Records Workflow action? How do I modify existing workflows? How do I deactivate a workflow if I do not need it? Can I select an existing address for From address in workflows' Send Mail action? What is Reply To address in Send Mail action? Can I embed record fields into the email body in the Send Mail action? Can I insert an email signature while configuring the Send Mail action in workflows? What is the maximum size of the files that I can attach in a workflow's Send Mail action? What does the Invoke Custom Function action in Workflows do? How do I invoke a custom function using workflows? What does the Create Task action in Workflows do? How do I set up the Create Task workflow action? I do not see my desired fields in the Create Task action of Workflows. What should I do? What does the Create Event action in Workflows do? How do I automate the creation of events? Can I create recurring events using workflows? Can I automate the sales process in Vtiger?
Can I trigger a workflow at a specific date?
Table of Contents
Yes, you can schedule workflows on specific dates to execute tasks.
Here are a few situations where you can schedule workflows:
- If an invoice has not been paid, send an email to the customer and the account manager two days before the invoice due date.
- If a case is open for more than four hours, escalate a case to the support manager.
- If a deal's closing date has elapsed but it has not been closed, send an email to the sales manager.
To learn more about scheduled workflows, click here.
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