Scheduled Workflow process

A Scheduled Workflow process finds files or documents on a set schedule and automatically routes them through a specified workflow process.

This process will only process up to 1000 items at a time. If a find returns more than 1000 items to process, the Scheduled Workflow process will not run.

Example: On an annual basis, employees need to sign off on a company benefits document. A Scheduled Workflow process can be created to find all employees, generate the Benefits Acknowledgment form, and route it to the user for approval.

Note: This feature is only available for certain FileBound licenses. See FileBound licensing for more information.

Configuration

1. In the Automation Process Setup window, configure the process, then click OK. See Automation Process Setup for more information.
2. Configure the Find stencil in the Process Designer. See Find stencil for a Scheduled Workflow process for more information.

3. Click Save.