Change The Frequency Of A Recurring Workflow

Workflows in Grow CRM can be set to run on a recurring schedule, saving you time on tasks you'd otherwise have to manually kick off. If your needs change and the current frequency no longer works for you, adjusting it is simple.

This article will show you how to change the frequency of a recurring workflow by editing its date-based trigger.

1. On the side menu, click Workflows.
   
2. Hover your cursor over the required workflow.
3. Click Edit.
   
4. Click 'Change trigger'.
   
5. Under 'Change to a new trigger', click 'Based on a date'.
   
6. Edit any of the following fields as required:
   • Frequency
     • Daily
     • Weekly
     • Monthly
        
   • Repeat every
     • Daily: repeat every x number of days.
     • Weekly: repeat every x number of weeks.
     • Monthly: repeat every x number of months
        
   • Week of the month
     • Monthly: The week within the month on which the workflow will trigger
        
   • Day(s) of the week
     • Weekly: The day(s) within the week on which the workflow will trigger.
     • Monthly: The day(s) within the selected week on which the workflow will trigger.
        
   • Time of the day
      
7. Click Save Trigger.
   
8. Click Save & Exit.