To create a new time-based automation.

Background Information​

A time-based automation is automatically executed at a scheduled date and time. This can be a single scheduled execution or a repeated schedule.

See Time-Based Automation​.


  1. In the ​top navigation​, click ​Automation​s > Automations > Time-based.
  2. Click ​Create​. The ​Edit Job​ window opens.
  3. Enter a name and description for the automation.
  4. Select the job. For a list of all available time-based jobs, see All Available Time-Based Jobs​.
  5. Enter the desired settings for the job (see ​Edit Time-based Job (window)​).
  6. Click the ​Schedule​ button.
  7. Define the schedule when the time-based automation is executed. This can be a one-time execution or a repeated schedule. See Schedule Time-Based Automation (window)​.
  8. In the ​Notifications​ area, select whether system users are sent a reminder email 30 days before the automation deactivates.
  9. Click ​Save & Activate​ to immediately activate the automation. ​Save & Close​ saves the automation without activating it. Only active automations are executed by the system.
    The automation is saved and activated. The automation has the status ​Activated, Running​ if the start date is immediate and ​Activated, Scheduled​ if the start date is in the future.

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