Scheduling a Transition
You can use the Scheduled trigger with a transition to create a scheduled transition. You can schedule a transition to run after a certain number of hours or days after the record enters the state. For more information about how scheduled transitions work, see the Scheduled Trigger.
You can add a delay to a transition for any trigger type. However, using the Scheduled trigger type gives you more control over when a transition runs. For example, if you set a delay on a transition and use the After Record Submit trigger, the delay starts only after that trigger runs. If you use the Scheduled trigger, the transition runs after the delay, starting when the record enters the state.
A transition delay determines when the transition becomes eligible to occur. The Transition On property determines when the transition can run after the delay has elapsed. If you select Scheduled, the transition runs during scheduled workflow execution. If you select another trigger, or leave Transition On unset, the transition can occur during a subsequent record event.
To schedule a transition:
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Create a transition. See Creating a Transition.
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In the diagrammer, double-click the state with the transition that you want to schedule and click Edit to the left of the transition on the Transitions subtab.
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In the Workflow Transition window for the transition, set the following properties:
Property
Description
Delay
Number of time units specified in the Unit property until the transition runs.
Unit
Unit of time for the Delay. Select Hour or Day.
Note:To ensure the delayed transition runs during the scheduled workflow execution, set Transition On to Scheduled. If you leave Transition On unset, the transition can occur during other workflow events. Depending on the event that triggers the transition, some workflow actions may not execute.
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Click Save.