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Setting up the recurring workflows

Learn how to set up the recurring workflow

Updated over a week ago

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The recurring trigger option enables you to effortlessly schedule and automate your workflows at regular intervals. This enhancement empowers you to automate tasks at regular intervals, whether weekly, monthly, or annually.

Weekly occurrence

If you select the "Weekly" occurrence, you have the flexibility to choose a specific day of the week.

Utilize the "Repeat every" field to specify the frequency of workflow triggers. For instance, setting "Repeat every 1 week on Monday" triggers the workflow weekly, while "Repeat every 2 weeks on Tuesday" triggers it every two weeks specifically on Tuesdays. This feature allows you to customize the recurrence of your workflow based on your preferred time intervals and days of the week.

Monthly occurrence

If you opt for the "Months" occurrence, you'll encounter three potential options:

1. Specific weekday of the month:

- If you select a date, such as 20.12.2023, and choose "Specific weekday of month," the workflow triggers on that specific weekday every month. For instance, if the 20th of December 2023 falls on the third Wednesday, the workflow repeats on every third Wednesday of subsequent months.

2. Specific date of the month:

- If you choose "Specific date of month," with the starting date as 20.12.2023, the workflow activates on the 20th day of every month. It becomes a monthly event, consistently occurring on the 20th.

3. Last day of the month:

- When "Last day of month" is selected with the starting date as 20.12.2023, the first instance triggers on the 20th, and subsequent occurrences shift to the last day of each month. In this scenario, the workflow evolves from initiating on a specific date to happening on the last day of every month thereafter.

Utilize the "Repeat every" field to specify the frequency of workflow triggers. For example, configuring "Repeat every 1 month starting on 30.12.2023" activates the workflow monthly. Alternatively, setting "Repeat every 3 months on 01.04.2024" triggers the workflow every three months (Quarter) on the first day of the month. This feature provides you with the flexibility to tailor the recurrence of your workflow according to your preferred time intervals.

Yearly occurrence

If you select the "Years" occurrence, you have the flexibility to choose a specific day of the year, when the workflow will be automatically triggered on this date.

Utilize the "Repeat every" field to establish the frequency of workflow triggers. For instance, by setting "Repeat every 1 year starting on 30.12.2023," the workflow activates annually. In another scenario, configuring "Repeat every 3 years on 01.04.2024" ensures the workflow triggers every three years on the first day of the month.

Explore the capabilities of this option for a range of tasks including:

Monthly salary payment reminder

Configure a workflow to send a monthly reminder to the responsible person, ensuring timely salary payments. In February the reminder will come on the 28th of February.

Vacation planning reminders

Set reminders for employees to plan winter and summer vacations in advance. For instance, schedule reminders for March and October to help your team plan their time off effectively. It will help to avoid mass leave requests from a single department at the same time.

Yearly leave planning reminder

On a yearly basis, set a reminder for November 30th, prompting employees to plan their remaining leave, which might expire at the beginning of the new year.

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