Workflow Time Triggers

Use the Time Triggers editor to schedule workflows for specific days and times, for a specific operator. If the assigned operator is not logged into Edge Cloud at the specified time, the trigger will be activated as soon as the operator logs in.

1. Open Time Trigger Editor - Home ribbon bar > Tools section > Editors > Workflows > Time Triggers.  (You can also use the Search field to look for the editor you want to work with.)

   

2. Create or Edit a Time Trigger Record - Click add in the Time Triggers list to create a new time trigger, or select to work with an existing record. Then enter the time trigger details.

3. 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 - (Optional.) 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 Cloud 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 trigger an existing workflow, or click the Workflow Wizard icon to create a new workflow to assign. See "Workflow Editor" for details.

   Operator - Select the operator that is responsible for completing this trigger's workflow actions. If the assigned operator is not logged into Edge Cloud at the specified time, the trigger will be activated as soon as the operator logs in.

4. 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.

   

More Information

Delete a Trigger - Select the trigger to work with, and click Delete at the top of the Time Triggers list to remove it from your system.

Workflow Trigger Editor - Use the Workflow Triggers editor to tell Edge Cloud which workflow to initiate when certain actions or events occur. See "Workflow Trigger Editor" for details.

Workflow Quick Actions - Use Workflow Quick Actions to trigger your favorite workflows at any time. Each Edge Cloud operator can create a list of their favorite workflows to simplify their daily tasks. See "Workflow Quick Actions" for details.

Assign Non-Edge Cloud Tasks - Workflows can only trigger activities that happen in Edge Cloud. Use the Tasks widget to assign, prioritize, and track essential office activities that do not happen within your Edge Cloud system. See "Tasks Widget" for details.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.