Time-Based Automations Overview (window)
Time-based automations are automated jobs that are executed according to a defined schedule. This window provides an overview of all of the available automations in the system. Find more information here here .
Navigation Path
In the Main Navigation, click Automations > Automations > Time-Based.
Available Information
Column | Description |
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Name | The name is defined by the user when the automation is created. It does not have to be unique in the system. |
Job/Actions | Shows the job automatically performed by the system. For a list of all available jobs, click here. |
Owner | The owner is the creator of the automation. It is not possible to change the owner. |
Next Execution | Displays when the automation is next scheduled for execution. Only one date is displayed, even if the automation is scheduled for many future executions. The schedule is defined in the Schedule Time-Based Automation (window). |
End Date | Shows when the automation is scheduled to finish. The schedule is defined in the Schedule Time-Based Automation (window). |
Errors | Displays the number of errors. An error does not mean that the execution failed. The date and cause of the most recent error are listed in the Details area. |
Status | This column displays the current status of the automation.
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Available Actions
Action | Description |
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Create | This button creates a new automation. Opens the Edit Time-based Job (window). |
View | This action opens an automation in view mode. Opens the Edit Time-based Job (window). In view mode, it is possible to view the automation settings and schedule, but not to make any changes. This action is available for automations with any status. |
Edit | This action opens the Edit Time-based Job window in edit mode. This action is available for inactive automations only. Active automations cannot be edited. |
Schedule | This action opens the Schedule Automation window (see Schedule Time-Based Automation (window)). This action is available for inactive automations only. It is not possible to change the schedule of an active automation. |
Copy | This action creates a copy of the automation. Opens the Edit Time-based Job (window). The copied automation can now be edited. The copy has the default name "Copy of (original name)" and has the same job, settings and schedule as the original. This action is available for automations with any status. |
Run Once | This button executes a time-based automation one time. Execution takes place immediately. This allows you to check the functionality of the automation without changing the automation schedule. This action is available for automations with any status. |
Activate | This button activates the selected automation. The resulting status is either Active, Scheduled or Active, Running. |
Deactivate | This button stops the selected automation. The resulting status is Inactive, Deactivated. A deactivated automation is not executed by the system. |
Details
The details area provides additional information about the selected automation. The fields in this area depend on the job. The following fields provide additional information:
Details | Description |
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Executions | Displays the total number of executions to date. If the automation is deactivated and reactivated, the number of executions continues, and does not start again at zero. |
Last Execution Date | Displays the date and time of last execution. Only the most recent date is displayed. |
Next Execution Dates | Displays when the automation is next scheduled for execution. A maximum of three dates are displayed, even if the automation is scheduled for many future executions. |
Date of Last Error | Displays the date and time of the most recent error. An error does not mean that the execution failed. If this field is empty, the automation has never generated an error. |
Cause of Last Error | Displays an error text from the system. Only the most recent error text appears. For assistance please contact your customer representative. If this field is empty, the automation has never generated an error. |
General Page Options
GeneralOptions | Description |
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Show | This drop-down list is used to filter which entries are displayed. It is possible to display active or archived entries. |
Filter Functions | This fields filter the entries displayed in the table according to entered values. It is possible to combine multiple filter criteria. |
Remove Filter | This button removes any filters applied to the display. All available entries are again shown. |
Visible Rows | This drop-down list changes the number of entries displayed per page (10, 20, 50 or 100). |
Arrows | The arrows at the bottom of the page display the next set of available entries. The arrows appear when not all entries can be displayed on one page. |
Select All | This checkbox selects all visible entries. |
Archive | This button archives any selected entries. |
Delete | This button deletes any selected entries, after an additional confirmation question. |