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 a specific date - The process will be launched on the specific date and time specified by the user.

• 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