Create a scheduled trigger for Playbook
Create a scheduled trigger that starts your playbook at the required time and interval. You can schedule a trigger in any time zone, with or without an end date for the schedule.
Before you begin
Role required: playbook.admin or pd_author
Procedure
Navigate to All > Process Automation > Workflow Studio > Playbooks.
Open the playbook that you want to configure or create a playbook.
On the sidebar, select Triggers (
Icon to open the triggers.\)\).
**Note:** You can't open triggers until the parent table is specified for the playbook. To specify a parent table, edit **Start** in the diagram view, or open the **More actions menu** \(
More actions menu\) and select **Properties**.
Triggers in playbooks with options to edit, delete, or create triggers.
If triggers are already added to the playbook, the **Triggers** screen displays a list of the associated triggers. You can edit, delete, or add a trigger.
Select Add trigger > Scheduled.
Specify the scheduling details.
Select the Time zone in which you want to schedule the trigger.
Specify the Start date and time for the trigger.
The date and time is as per the selected time zone.
Use the Repeat and Every fields to define the schedule for the trigger.
| Option | Description |
|---|---|
| Daily | Runs every day or at your chosen interval of days. For example, everyday, every 2 days, every 3 days and so on. |
| Weekly | Runs every week or at your chosen interval of weeks. For example, every 2, 3, or 10 weeks. Image omitted: scheduled-trigger-weekly.png Select on which days of the week you want the trigger to run. For example, every Monday, Wednesday, and Friday.Option to select the days of the week for scheduling a weekly trigger. |
| Monthly | Runs every month or at your chosen interval of months, for example, every 2, 3, or 24 months. Image omitted: scheduled-trigger-monthly.png Option to select the day of the month for scheduling a monthly trigger.</p> Select on which day of the month you want the trigger to run:
|
| Yearly | Runs every year in the selected month. Image omitted: scheduled-trigger-yearly.png Option to select the month and the day of the month for scheduling a yearly trigger.</p> Select on which day of the month you want the trigger to run:
|
| Time interval | Runs at a specific time interval. Specify the interval in `hh:mm:ss` format. For example, you can create a trigger that runs every 47 hours and 30 minutes \(47:30:00\). |
| Does not repeat | Runs only once at the specified date and time. |
4. If you want to end the schedule and stop the trigger from running after a certain date, from **End**, select **On this day**.
5. To end the schedule, specify an end **Date and time**.
Specify the conditions for the trigger to run.
Use the Conditions tab to add a condition when the playbook should run. You can also limit the number of records to be processed, up to 1000, and sort the records by a field.
Select Save and close.
Result
Your scheduled trigger is created.
Parent Topic:Triggers
Related topics