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​

ColumnDescription
NameThe name is defined by the user when the automation is created. It does not have to be unique in the system.
Job/ActionsShows the job automatically performed by the system. For a list of all available jobs, click here​.
OwnerThe owner is the creator of the automation. It is not possible to change the owner.
Next ExecutionDisplays 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 DateShows when the automation is scheduled to finish. The schedule is defined in the Schedule Time-Based Automation (window).
ErrorsDisplays 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.

  • Active, Scheduled: The automation is active and the start date is in the future. The automation will run according to the schedule defined in the ​Schedule Automation​ window. The date and time of the first scheduled execution date are displayed in the column ​Next Execution​.

  • Active, Running: The automation is active and has been executed at least once by the system. The next scheduled execution date and time are displayed in the ​Next Execution​ column. Only a repeat automation can have this status.

  • Inactive: The automation is inactive. The automation is not executed by the system.

  • Inactive, Done: All scheduled executions are finished. The automation has been completed by the system for the last time.

  • Inactive, Deactivated: The automation was manually deactivated before all executions were finished. The automation is not executed by the system. Only a repeat automation can have this status.
    An automation is stopped with the ​Deactivate​ button. If the automation is reactivated, the automation will continue according to the schedule defined in the ​Schedule Automation​ window.

Available Actions​

ActionDescription
CreateThis button creates a new automation. Opens the Edit Time-based Job (window)​.
ViewThis 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.
EditThis action opens the ​Edit Time-based Job​ window in edit mode. This action is available for inactive automations only. Active automations cannot be edited.
ScheduleThis 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.
CopyThis 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 OnceThis 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.
ActivateThis button activates the selected automation. The resulting status is either ​Active, Scheduled​ or ​Active, Running​.
DeactivateThis 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:

DetailsDescription
ExecutionsDisplays 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 DateDisplays the date and time of last execution. Only the most recent date is displayed.
Next Execution DatesDisplays 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 ErrorDisplays 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 ErrorDisplays 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​

General

Options
Description
ShowThis drop-down list is used to filter which entries are displayed. It is possible to display active or archived entries.
Filter FunctionsThis fields filter the entries displayed in the table according to entered values. It is possible to combine multiple filter criteria.
Remove FilterThis button removes any filters applied to the display. All available entries are again shown.
Visible RowsThis drop-down list changes the number of entries displayed per page (10, 20, 50 or 100).
ArrowsThe 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 AllThis checkbox selects all visible entries.
ArchiveThis button archives any selected entries.
DeleteThis button deletes any selected entries, after an additional confirmation question.