Via Recurring Schedule

Scheduling a process allows the process to be automatically launched at a set time or interval. To schedule a process, do the following:

1. Log in to your account

2. Click Administration > Processes > Template Diagrams > The card of the process you want to schedule > Start Process > Via recurring schedule

3. Click Create Schedule > Select a Schedule type, Start date, and Start time. Optionally, you can select a work schedule.

4. Click Save at the top of the panel

Schedule type - How often a process will be launched

• On specific date - The process will be launched on the specific date and time specified by the user. If it can’t be launched at that time, it’s launched as soon as possible afterward, within its work schedule if it has one. If more than 24 hours pass first, it isn’t launched at all. To run it, edit the schedule and choose a new date.

• Hourly - The process will be launched in hourly increments as specified by the user, e.g., the process will launch every 2 hours.

• Daily - The process will be launched in daily increments as specified by the user, e.g., the process will launch every 2 days.

• Weekly - The process will be launched in weekly increments as specified by the user, e.g., the process will launch every 2 weeks.

• Monthly on date - The process will be launched in monthly increments on a day specified by the user, e.g., the process will launch every month on the last day of the month.

• Monthly on weekday - The process will be launched in monthly increments on a specific weekday in the month, e.g., the process will launch on the second Monday of each month.

• Yearly on date - The process will be launched in yearly increments on a specific day of a month, e.g., the process will be launched on the 1st of January every year.

• Yearly on weekday - The process will be launched in yearly increments on a specific weekday in a month, e.g., the process will launch every year on the last Monday in January.
  Starting / Ending at - What time the process will be launched and what time it will stop being launched.
  Start Date/End Date - The schedule for the process

Setting Process Initiator and Process Fields

Once a scheduled process has been saved, you can set a process initiator and Process field values for the scheduled process.

To enter additional process information, do the following:

1. Save your scheduled process

2. Scroll to the Process fields and Users initiating the process panels and enter the desired values

3. Click Save

Editing a Process Schedule

To edit a scheduled process, do the following:

1. Click Administration > Processes > Template Diagrams > The card of the process you want to edit > Start Process > Via recurring schedule > 3 dot navigation button > Edit

2. Make the desired changes and click Save

Canceling a Scheduled Process

To cancel a scheduled process, do the following:

1. Click Administration > Processes > Template Diagrams > The card of the process you want to cancel > Start Process > Via recurring schedule > 3 dot navigation button > Cancel