Creating Workflow Schedule

To create a workflow schedule, click “Create”.

Create button on the Virto Workflow Scheduler page for adding a new workflow schedule

Now you need to define new schedule settings.

New workflow schedule settings form in the Virto Workflow Scheduler

First, enter a schedule name and check “Enable”.

Next, choose a source: either a “List workflow” (the dropdown shows all lists with workflows) or a “Site workflow”.

Virto Workflow Scheduler lets you create workflows at the site level, not just within a SharePoint list—so the data source can be the entire site.

Then define which items the workflow will run on. You can select “All items in the list” and check “Include items folders”. You can also select items from a specific view, specific items, or items matching CALM query.

Selecting the workflow source and which list items the schedule will run on

Then select the workflow to run on the chosen items. If needed, you can edit the event data for that workflow (optional).

Choosing the workflow to run and editing its event data in the schedule settings

Set a time trigger and choose the start date and time. To run it on a schedule, configure the recurrence options. You can also run the workflow under a specific account—by default, it runs under the system account.

When the schedule is created, you will see it in the list of schedules on the Workflow Scheduler page.

Newly created schedule shown in the list of schedules on the Workflow Scheduler page

The following workflow details will be shown:

Name(workflow schedule name);
Workflow(selected from the list);
List(source list and site);
Item(items workflow will run for);
Status(current state of the workflow);
Next runtime(time when the workflow will be run);
Triggers(type of schedule);
Last Runtime(time of previous running);
Result(the result of workflow);
Actions (actions to perform).

To disable a workflow schedule, select it, then click “Disable” or choose “×” in “Actions”.

Disabling a selected workflow schedule using the Disable button or the Actions column

You can enable, disable, and delete a workflow schedule by clicking the corresponding buttons.

Enable, disable, and delete buttons for managing a workflow schedule

Use the “Refresh” button to refresh data.

Refresh button used to reload schedule data on the Workflow Scheduler page

Select workflows and use the “Run” button to start several workflows manually.

Run button used to manually start several selected workflows at once

Click a workflow run’s “Result” status (e.g., “Completed”) to open its logs.

Completed result status of a workflow run, clickable to open its logs

Here you can review the details and see all workflow logs.

Workflow run details page listing all execution logs in the Workflow Scheduler

Updated on June 17, 2026