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Creating new Schedules

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Clicking on the ‘Add Schedule’ link will allow you to create a new repeating trigger schedule. You should define the following:

  • Name for the trigger schedule.
  • A start date & time for when it should first run.
  • The specific Case instance it should start (note, more than one trigger schedule can be created for a Case, so you can schedule to have it run e.g. weekly but also on last day of the month.
  • The Frequency. A number of options are available to meet business needs as desired.

Once created, the schedules can be set running and a new case will launch on the next trigger date/time.