Use Reach Specified Time in Record with 2 how-to topics, both available without membership, and jump from the index to the matching steps below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Choose the trigger condition | Free |
| 2 | 2. Configure the trigger | Free |
How-to Guide
1. Choose the trigger condition
Entry path: upper-right area of the table → Automation → Create Blank Workflow → choose trigger type → Reach Specified Time in Record
- Open the target Bitable and click Automation in the upper-right area of the table.
- Click Create Blank Workflow.
- In Step 1, under If the following happens, click Please select a trigger condition.
- In the trigger list, select Reach Specified Time in Record.
Success Criteria
- Interface result: the current workflow shows Reach Specified Time in Record as the trigger condition.
- Next action available: you can continue to the trigger settings panel to configure the table and date field.
Tips While Using
- Common mistake: if you do not create a blank workflow first, you may not see the trigger selection list.
- Environment note: you need to be inside a table that supports automation.
2. Configure the trigger
Entry path: Trigger Settings panel → related dropdown lists and Save and Enable button
- In Select the table where the record is located, choose the target table.
- In Select date field, choose the date field used for the trigger.
- Turn on Use the time in the date field, then choose the trigger timing in Set trigger time.
- If needed, click + Add conditions that must also be met to add filter conditions.
- Click Save and Enable in the upper-right corner to finish the setup.
Success Criteria
- Interface result: the workflow is saved and the trigger configuration shows as enabled.
- Next action available: when the record date field reaches the configured time, the workflow can run based on the conditions.
Tips While Using
- Common mistake: records with no value in the selected date field will not trigger this automation.
- Environment note: fields and values used in conditions should match the field types in the target table.