Schedule Trigger Configuration

Schedule Triggers enable users to set up automated workflows that are triggered based on specific time intervals. This feature is useful for creating recurring tasks or processes that need to run at regular intervals.

Overview

Schedule Triggers are configured to automate workflows based on a defined schedule. Users can set triggers to occur daily, weekly, monthly, or at other specified intervals.

Configuring Schedule Triggers

Drag and Drop Schedule Trigger to Canvas

To add a Schedule Trigger to the workflow canvas:

1. Action: Drag and drop the "Schedule Trigger" component from the workflow components panel.
2. Expected Outcome: The configuration modal for the schedule trigger should open.

Configure Schedule Trigger with Required Fields

To configure a Schedule Trigger with only the required fields:

1. Title: Enter a descriptive title for the trigger.
2. Description: Leave empty (optional).
3. Schedule Time: Select the desired schedule interval.

Outcome: The schedule trigger will be configured with the title "Daily Data Backup" and set to trigger "every day." The trigger will be added to the workflow canvas.

Configure Schedule Trigger with All Fields

To configure a Schedule Trigger with all fields:

1. Title: Enter a descriptive title for the trigger.
2. Description: Provide a description of the trigger.
3. Schedule Time: Select the desired schedule interval.

Outcome: The schedule trigger will be configured with the title "Monthly Report Generation," the description "Generates monthly reports for all departments," and set to trigger "every month." The trigger will be added to the workflow canvas.

Missing Required Fields in Schedule Trigger Configuration

To handle missing required fields:

1. Action: Leave the title empty or any required field empty.
2. Expected Outcome: An error message should be displayed indicating that the title is required. The schedule trigger will not be added to the workflow canvas.

Cancel Schedule Trigger Configuration

To cancel the schedule trigger configuration:

1. Action: Click the "Cancel" button on the configuration modal.
2. Expected Outcome: The configuration modal should close, and the schedule trigger should not be added to the workflow canvas.

Edit Schedule Trigger Configuration

To edit an existing schedule trigger configuration:

1. Action: Click on the schedule trigger component on the canvas.
2. Changes: Edit the title and/or schedule time.
3. Save: Click the "Save" button.

Outcome: The schedule trigger will be updated with the new title "Weekly Data Synchronization" and the new schedule time "every month."

Summary

Schedule Triggers in the Workflow Builder module allow users to automate workflows based on time intervals. By configuring and validating these triggers, users can ensure that their workflows are executed at the desired times, enhancing process automation and efficiency.