Schedule workflows

This topic provides instructions for scheduling workflows to run at specified times.

You can schedule workflows for items in libraries and lists. Scheduling workflows can be useful for running recurring checks on items. You can also schedule site workflows.

To schedule a workflow (add a workflow schedule)

  1. Access the Workflow Schedules page for either an item or for site workflows.

    • For an item in a library or list: Click More options (...), click Advanced, and then click Schedule Workflows.

      The Workflow Schedules page appears, listing any workflows scheduled for the selected item.

    • For a site workflow: Click the settings icon () on the upper right, select Nintex Workflow, click the Nintex Workflow options drop down, and select Schedule site workflows.

      The Workflow Schedules page appears, listing any scheduled site workflows.

  2. Click Add Schedule on the left.

    The New Workflow Schedule page appears.

  3. Configure the workflow schedule for the item:
    • Workflow: Select an existing workflow from the drop-down list.
    • Schedule start: Set a date and time when the workflow schedule is to begin.
    • Repeat settings: The frequency of the scheduled repetition for the workflow. Select the hours, days or months. There is no maximum. Numbers entered must be integers (whole numbers, not decimals).

    • Workdays only: When selected, runs the scheduled workflow on workdays only.

      Note: Workdays are set by the administrator using Regional settings from the Site Settings page. Holidays can be configured using Holidays under Nintex Workflow from the Site Settings page.

    • Schedule End: The end of the scheduling cycle. Either set a specific end date and time or by defining the number of times the workflow should run or set it to run indefinitely.
    • Start Data (site workflows only): Specify values for any start variables.

  4. Click Save to save changes.

    The Workflow Schedules page is reloaded and the new workflow schedule is listed.

To edit a workflow schedule

  1. Access the Workflow Schedules page for either an item or for site workflows.

    • Click More options (...), click Advanced, and then click Schedule Workflows.

    The Workflow Schedules page appears, listing any workflows scheduled for the selected item.

    • Click the settings icon () on the upper right, select Nintex Workflow, and then select Schedule site workflows under Nintex Workflow.

    The Workflow Schedules page appears, listing any scheduled site workflows.

  2. Under Workflow, click the name of the workflow for which you would like to delete the schedule.

    The New Workflow Schedule page appears.

     

  3. Update configuration as needed and then click Save to save changes.

The Workflow Schedules page is reloaded and the new workflow schedule is listed. Any currently running instances of the workflow continue without disruption; schedule updates are applied once the workflow instance is completed.

To delete a workflow schedule

  1. Access the Workflow Schedules page for either an item or for site workflows.

    • Click More options (...), click Advanced, and then click Schedule Workflows.

    The Workflow Schedules page appears, listing any workflows scheduled for the selected item.

    • Click the settings icon () on the upper right, select Nintex Workflow, and then select Schedule site workflows under Nintex Workflow.

    The Workflow Schedules page appears, listing any scheduled site workflows.

  2. Under Workflow, click the name of the workflow for which you would like to delete the schedule.

    The New Workflow Schedule page appears.

  3. Click Delete on the bottom right and confirm changes.

    The Workflow Schedules page is reloaded and the new workflow schedule is no longer listed. Any currently running instances of the workflow continue without disruption; schedule updates are applied once the workflow instance is completed.