How do I create a workflow rule that will be executed on a specific date?
To create a workflow rule that will be executed on a specific date:
- Go to Settings in the top right corner.
- Click Workflow Rules under Automation.
- Click + New Workflow Rule.
- Enter the Workflow Rule Name.
- Select a Module to which you want to associate the workflow rule from the dropdown.
- Click Next.
- Select Date Based from the Workflow Type dropdown.
- Enter the date on which the workflow rule should be executed in the Date of Execution field.
- Select the Execution Time and Execution Cycle.
- Click Next.
- Add a criteria based on which the workflow should be triggered from the first, second, and third dropdowns.
- Click Next.
- Select the Immediate Action Type that should be triggered and the Action Name under Actions.
- Click Save.
This will ensure that your workflow rule is executed on the specified date and time.