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Trigger workflow according to date

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  • Trigger workflow according to date

    Hi,
    I wanted to ask if its possible to somehow trigger a worklfow when the month and day of today matches with a certain date attribute.

  • #2
    Hi there.
    Yes you can make a scheduled workflow based on report.
    First you need to create a Report that will collect all records when specefied date field value = today. After this, you have to create a Scheduled Workflow and link it to the Repor you have created.

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