Navigation Path​

  1. In the Main Navigation, click  Automations​ > ​Automations.
    ⇒ The Automations window opens to the ​Time-based​ tab.
  2. Click ​Create​.
    ⇒ The ​Automation​ window opens to the step ​1. Edit Job​.
  3. Define the job and settings.
  4. Click ​Schedule​.
    ⇒ The step ​2. Schedule Automation​ opens.

Schedule Time-based Job Window​

The fields in this window define the schedule when a time-based automation is executed. This can be a one-time execution or a repeated schedule.

For more information, see Time-Based Automation​.

Basic Settings​

​Name​

This input field defines the name of the automation. The name is used to identify the automation in the system. It appears on the ​Time-based Automations Overview​ window. The maximum length is 100 characters.

​Description​

This input field defines a description of the automation. The description makes it easier to identify the automation in the system.

​Job​

This input field defines the job. For a list of all available jobs, see All Available Time-Based Jobs​.

Schedule

  • Time Zone: This drop-down list defines the time zone of the automation.

  • Start Date: This input field defines the date and time when the automation is activated. Click the  symbol to select the date from a calendar.

  • Repetition: These fields define whether the execution takes place on a one-time or recurring schedule.

    • No: This option defines that the job is executed only once. In this case the ​Start Date​ is the execution date.

    • Yes: This option defines that the job is executed repeatedly, at set intervals. In this case the ​Start Date​ is the first execution date.

    • Period: This drop-down list defines the period of recurrence. The period can be set in hours, days, weeks or months.

    • Value: This input field defines the length of time between recurrences.
      Example: to execute the automation once every two weeks, enter ​Period:​ ​Week(s)​ and ​Value:​ ​2​.

    • End Date: This input field defines the date and time when the automation is deactivated. An automation runs for a maximum of 5 years. Click the  symbol to select the date from a calendar.

    • Delete After Last Execution: These radio buttons define whether the automation is deleted after the last execution.

Advanced Options​

  • Execution Days: These checkboxes define the days of the week on which the job is executed. The system skips unchecked days. The system executes the job on the following day.

  • Holidays: This drop-down field defines whether the job runs on holidays.

    • Always: The job runs whenever it is scheduled. Holidays are not considered.

    • Never on Holidays: The job runs never runs on holidays. If the job is scheduled on a holiday, the system delays execution until the next non-holiday.

    • Only on Holidays: The job runs only on holidays. If the job is scheduled on a non-holiday, the system delays execution until the next holiday.

    • Country: This drop-down field defines the country whose holidays are considered.

Notification

Remind Before Deactivation: These radio buttons define whether a reminder email is sent before the automation is deactivated on the end date. The system message ​SysMsgRemindTriggerExpires​ is sent to the defined addresses 30 days prior to the ​End Date​.

  • Yes: An additional entry field appears selecting email addresses for notification. Click the ​Add​ button to add email addresses. Reminders can only be sent to registered CEP system users. You can add up to 10 addresses.

  • No: No reminder is sent before the automation expires.

Actions​

  • Edit: This button saves all changes and opens the ​Edit Time-based Job​ window (see Edit Time-based Job (window)​).

  • Save & Activate: This button activates the automation and closes the window.

  • Save & Close: This button saves all changes and closes the window. The automation must be activated before execution will start.

Automations must be activated as well as saved. Only activated automations are executed by the system. See Activate a Time-Based Automation​).