Introducing Scheduled Actions

As we mentioned earlier, scheduled actions are actions that occur before or after a certain amount of time has elapsed (for example, seven days before the value of the Hire By field, or three days after the record was last modified).

For example, the goal of reassigning position records to the Unclaimed Positions queue is to have the appropriate recruiter take ownership. However, what if a position is placed in the queue and no recruiter claims it? Rather than leaving the position to languish unclaimed in the queue, we can define a scheduled action that alerts the recruiting manager if no recruiter claims a position record within a certain number of days. We’ll also choose some advanced options to ensure that the manager is alerted only when necessary.

Neat, huh? Let's see how easy it is to schedule an action.