If a user need to change the status in a particular record, then you can choose the scheduled workflow. This workflow will trigger at the scheduled time. To configure the scheduled workflow, first, we need to create a saved search for that particular record. Scheduled workflows always run on all of the records in the search results. The saved search must also include at least one filter set on the Criteria subtab for the saved search.
After creating the proper saved search follow the steps to schedule a workflow.
- Create a workflow
- NAME: (provide name)
- RECORD TYPE: (select record type)
- RELEASE STATUS: Released
- Select ‘SCHEDULED’
- Select previously created saved search in the field ‘SAVED SEARCH FILTER’
- set ‘REPEAT’ checked – if you want to repeat the workflow execution
- Set the ‘FREQUENCY’
- Set ‘SCHEDULED FROM DATE’
- After that select, a new action ‘set field value’
- Set the ‘TRIGGER ON’ as Scheduled
- Set the field as a status field
- Select the ‘Selection value’. Here it is the project completed.
If we want to change the status of the vendor records, then on the execution time of the workflow, it will change the status of the vendors who are listed in the saved search result.