The Workflow Scheduler solution is an add on for the Dataverse platform with features for continuous automations and monitoring based on configuration records.

Each automation is defined as a record in the custom table named Workflow Task and defines process automation to run on a continuous time-based schedule. Each automation can be configured to run every X minutes, hours, or days, and can also be configured to only run during hours of the day.

As well as the ability to rapidly configure process automation through configuration records, a major benefit of this solution is monitoring and notification processes as an inbuilt feature for each process.

The solution provides a range of process types which can be automated as listed below

Workflow Targeting this Task

Configure a workflow with target type Workflow Task to run continuously against the configuration record. Generally, this is used to continuously run custom .NET code defined in a custom workflow activity.

Workflow Targeting System View Results

Configure a workflow to run against each result of a system view.

System View Has Results (Notification)

Send a notification email whenever a system view returns results.

System View Has Results (Workflow Targeting this Task)

Run a workflow with target type Workflow Task whenever a system view returns results.

Workflow Monitor

Send a notification email whenever there are instances of a workflow having failed.

Async Plugin Monitor

Send a notification email whenever there are instances of an asynchronous plugin having failed.

Schedule Monitor

Sends a notification email validating the state of all workflow tasks. Generally sent as a daily email to an administrator for monitoring the health of these automated processes.