What is the Schedule Workflow step?

Schedule Workflow is a Workflow Action step that initiates a Workflow based on a predefined schedule.

Rather than triggering a Workflow when a particular event or API call occurs, the Schedule Workflow step lets you trigger a Workflow based on a regular schedule.

This is useful for automating routine checks that need to occur at regular intervals, or executing specific actions at a scheduled time.

For example, you can schedule reverification inquiries when an ID is about to expire) by linking a two Workflows; a scheduled workflow that creates a reverification inquiry for the end user, and a second workflow (using the Schedule Workflow step) that sets the time schedule of when that first workflow will begin.

You can learn more about this process with this tutorial.

How do you add a Schedule Workflow step?

1. Navigate to the Dashboard, and click on Workflows > All Workflows.
2. Find and click on the workflow you want to edit, or Create a new workflow.
3. Click on + when hovering over a circle to add an Action.

4. Use the Find Action select box to click on Other > Schedule Workflow.
5. Select the Workflow you want to trigger with this step.
6. Select the Persona Object that should trigger this step, such as an Inquiry or Account.
7. Set the trigger schedule. Either:
   1. Tick the Time of this workflow run box to schedule the Workflow a certain amount of time after this step is triggered.
   2. Untick the Time of this workflow run box, click on the empty dialog box below it, hit backspace once, and select a date field (such as an expiration date) to schedule the Workflow a certain amount of time after that field’s date is reached.

8. Now, set the Offset, Units, and Before/After based on when you want the scheduled Workflow to run after the trigger is activated (either the step runs, or a date is reached).
   1. For example, you may schedule a Workflow to run one week after this step is triggered.
   2. For example, you may schedule a Workflow to run one day before an expiration time is reached.
9. (Optional) In ‘Advanced Configuration’, click the Continue on error box if you want the workflow to continue running even if this step raises an error.
10. Close the step. You’ll have to Save and Publish the workflow to begin using it.

Plans Explained

Schedule Workflow step by plan

Learn more about pricing and plans.