How to create a workflow to run on the first of every year?

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Posted on by USA80

Hello,

I need to run a workflow to run every year, for all active account records. What is the best method to do this and how?

Thank you.

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meelamri 13,216 User Group Leader on at

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The easiest way is to use Ms flow.

docs.microsoft.com/.../run-scheduled-tasks

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USA80 26 on at

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Would I say repeat every 12 months, or should it be 11 months? I want it to run on the first of every year. Thank you. Just wasn't sure if this counts the starting month or not

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USA80 26 on at

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Would it be possible to show me a complete flow? Having issues getting this to work and picking the correct options

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meelamri 13,216 User Group Leader on at

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Yes it's correct. Every 12 months.

You can do a Test with every 1 Hour and check the result :)

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meelamri 13,216 User Group Leader on at

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Yes I will share some screenshots ASAP.

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meelamri 13,216 User Group Leader on at

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I replay your scenario, here we go:

This is how it should be done:

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USA80 26 on at

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Will this do all active records or 1 record? I saw the Record Number filled in, so was just wondering. What is the Account Number with Test in int? Is that an actual Account record?

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meelamri 13,216 User Group Leader on at

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In the example I update the Account Number field with "TEST" for all account records. You can use a filter to get Only the active records.

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