Skip to main content

Workflow Scheduling

Khibtiya Afreen
  • Updated

The First Node in a workflow sets the stage for all subsequent actions and controls how and when the workflow scheduling begins.

Suppose you want to send a reminder email to the candidate two days before the interview. You can configure when the First Node will execute using options like Trigger Now, Static Date, or Date Field with an offset. By default, scheduling is applied to the First Node, ensuring it runs according to the specified timing or date.

Scheduling Options for the First Node

When configuring the first node after the trigger, you can apply various scheduling settings. 

You can also set when an action should occur, whether it's immediately, on a specific date, or based on a date variable with an optional delay. 

These settings allow precise control over when actions (e.g., sending an SMS or email) are executed.

Scheduling Date

Trigger Now Executes the action immediately upon reaching the first node.
Static Date

This option allows you to select a specific date and time for the action to occur. 

Only dates after the current date are valid.
Date Field

Use a date variable within the system. 

This option includes an Offset feature, allowing you to adjust the date forward or backward by a set number of days, weeks, or months.

  • Search date variables to add: This field allows you to search for and select the date variable you want to use.
  • {}: This button opens the Add Variable section, allowing you to select a variable.

Offset:

  • After: This option allows you to specify a delay after the date specified in the Date Field.
  • Before: This option allows you to specify whether the action must be taken before the date specified in the Date Field.
  • Input date offset here: The number of units (days, weeks, months, etc.) to delay the action.
  • Offset Unit: You have the option to select from days, weeks, months, and years. Days is the default option, but you can change it.
 

 

Configure Scheduling for Static Date

Configure Scheduling for Date Field

Scheduling Time

Trigger Time Executes the action as soon as the trigger event occurs. This is the default option.
Static Time

Specify a fixed time for the action. 

The time zone aligns with the agency’s time zone, with options presented in 30-minute intervals.
Time Field

Similar to the Date Field, this setting allows you to select a time variable and adjust it with an offset in hours.

  • Time field: This field allows you to search for and select the time variable you want to use.
  • {}: This is a placeholder for the selected time variable.

Offset:

  • After: This option allows you to specify a delay after the specified time.
  • Before: This option allows you to set a date before the specified time. 
  • Input date offset here: Type the number of hours to delay the action.

 

Configure Scheduling for Static Time

Configure Scheduling for Time Field

 

Related articles

Powered by Zendesk