Creating a North52 Workflow Schedule

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To create a schedule, go to Settings->North52 Schedule:

If you go through the Home menu, you will see the following options:

We will schedule a workflow we have previously built that sends reminder emails if the due date of a task is met.

Click on Workflow and then New. You will see the different frequencies that can be set:

For the purpose of the demo, I will set the workflow to run every 5 minutes:

Now enter the FetchXML that will contain the records this workflow will run on. We can get this from Advanced Find:

Now, activate the schedule:

And finally, start the schedule:

The workflow will then run and send emails:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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