Configure a scheduled workflow - Precisely Data Integrity Suite

Data Integrity Suite
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Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
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Data_Observability
Data_Quality
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Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
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Data Integrity Suite
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en-US
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pt_product_guide
copyrightfirst
2000
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2026

A scheduled workflow is a workflow that runs at a specified time and interval. You can use the Schedule trigger type to configure a workflow that runs at a specified time and interval to scan all assets of a given asset type and determine whether a specified condition is met.

Limited Availability: This feature is currently available only in select workspaces and might be subject to change before general availability.

The Schedules tab on the Workflow page lists workflows that have a schedule attached.

The Schedules list view provides these details:
  • The frequency and timing of the scheduled workflow.
  • The next time the workflow will run and the last time the workflow ran.
  • The status (Active or Inactive).

The Schedule trigger type must be used with a condition. The condition is where you specify the criteria needed for the workflow steps to start. For example, you want to check a certification date on an asset. If that date is within 'n' days of today, an email is sent to a specified user to notify them.
  1. Go to Workflow > Workflows and click Create Workflow.
  2. From the Trigger Type list, select Schedule.
  3. Click Configure Schedule.
  4. Define the Occurrence, Local time and Timezone to specify how often you want the workflow to run, then click Save. For example, to run the workflow every day at 12:30PM UTC:
    • Daily
    • 12:30PM
    • UTC
  5. Select an Assignment ID Scheme, then select the Object Class and the Object Type on which you want to base the workflow.
  6. Click the Conditions tab, then click Add Conditions to define one or more conditions that must be met. If you define multiple conditions, you can select whether all conditions must be met, or whether it is sufficient for only one of the conditions to be met. Choose from:
    • Match all conditions
    • Match any conditions
  7. Build your workflow by dragging activities from the left of the screen into the workflow designer, connect the activities, then save and publish your workflow.
  8. Test your setup by clicking Trigger Now to manually run the workflow.
    You can use the Trigger Now option any time after you have published the workflow. This means you do not need to wait until the scheduled run time to verify that your workflow is setup and working correctly. The Trigger Now option is only available after the workflow has been published, and only for the active version of the workflow. Using the Trigger Now option does not affect the schedule. For example, if the schedule is set to run at midnight, and you trigger the workflow at 11:59pm, it will still run at midnight as planned.