First decide whether the workflow concerns future events or existing records. These choices affect different data.
- Open workflow settings.
- Choose future-event execution, one-time processing of existing records or recurring processing as needed.
- Check start time, repeat interval and limits on the number of items processed.
- Set allowed weekdays, times and any daily limit.
- Check the target count in the test stage and enable the workflow.
- Open run history and check completed, running, stopped and failed runs.
One-time processing of existing records does not automatically apply the same rules to future events. Check that separately.
If a run fails, open its details and identify the stage and cause before retrying. Also check any records already created so the correction does not produce duplicates.