How Scheduled Triggers and Active Runs work
See every upcoming or in-progress workflow, and control when they fire.
What is it
A trigger is the rule that decides when a workflow starts running - either tied to an expiry's date (e.g. "30 days before expiry") or on its own independent recurring schedule (daily, weekly, monthly). Once triggered, a workflow becomes an Active Run - a live instance of that checklist with its own progress tracking.
Why / when to use it
Steps- Use expiry-based triggers when the workflow should always fire relative to a specific deadline (e.g. start the renewal process 60 days before every insurance policy expires).
- Use a Workflow Schedule when the process is calendar-driven rather than deadline-driven (e.g. a monthly compliance review that isn't tied to any single expiry).
- Trigger Now is there for the exceptions - starting the process early, or re-running it manually without waiting for the schedule.
- Go to Scheduled Triggers to see two tabs: Expiry Triggers (workflows waiting to fire based on an attached expiry's date) and Workflow Schedules (independent recurring launches - once, daily, every X days, weekly, monthly, or yearly).
- Each trigger/schedule card shows its status (Pending, Triggered, Paused, Cancelled, Error) and next run date - use Trigger Now to fire it immediately, or the menu to Pause, Cancel, or Delete it.
- Go to Active Runs to see workflows currently in progress, with a progress bar of steps completed vs. total - filter by Active/Archived, and click a run to see its individual step statuses.