Use the workflow Time Triggers editor to create your own triggers that you can schedule to activate workflow events on specific days and times, for a specific operator. Note that if the operator is not logged into Edge when the trigger is scheduled, it will be activated the next time the operator logs in.
Home ribbon bar > Editors > Workflows > Time Triggers. (You can also search for the editor you want to work with.)
Choose trigger to work with - Select an existing time trigger from the list at the left of the window.
Create a new time trigger - Click Add, then enter the time trigger details, described below.
Edit time trigger details - Use the fields at the right of the window to complete your time trigger details.
Name - Enter a descriptive name for the trigger.
Start date - Enter the first date that you want the trigger to be activated.
End date - Enter the last date you want the trigger to be activated. If you want the trigger to recur for an undetermined length of time, leave the end date blank.
Time - Enter the time of day to activate the trigger. If the assigned operator is not logged into Edge at the specified time, the trigger will be activated as soon as the operator logs in.
Recurrence - Select how often to repeat the trigger (i.e. Daily, Weekly, Monthly). To create a trigger that you want to activate only once, select any recurrence value, but set both your Start Date and End Date fields to the same date.
Workflow -Choose to assign an existing workflow to the trigger, or use the Workflow Wizard to create a new workflow for this trigger.
Create a new workflow for this trigger - Click the Workflow Wizard icon, then choose the activity you would like to initiate with this event. After you define the activity properties, a new workflow is created, and assigned to this trigger.
Choose an activity.
Define the properties. The properties available depend upon the type of activity you selected. Note that certain activities have properties that are not available from the wizard, and must be set up directly from the Workflow editor. See "Set Up Workflow Activity Properties" for details.
Save your workflow.
Assign an existing workflow - Click in the Workflow field and select an existing workflow that you want to initiate with this trigger. (See "Set Up Workflows" for details about creating and maintaining workflows.)
Operator - Select the operator that is responsible for completing this trigger's workflow actions. Note that if the operator is not logged into Edge when the trigger is scheduled, it will be activated as soon as the operator logs in.
Delete a trigger - Select the trigger to work with, and click Delete to remove it from your system.
Save Changes Click
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
Task widget option - You can use the Task widget instead of a workflow time trigger to assign non-Edge tasks to your operators. See "Task Widget" for details.
Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us
Remote Support │Email Support │New Customer Care │ Online Help Ver. 8/3/2015