Add or edit a schedule#
This procedure displays and edits existing schedules, and adds a new schedule.
Note
Automate also provides a tool to deactivate and reactivate schedules in bulk, if required. See Deactivate and Activate Schedules.
Log in to the Admin Portal and select the relevant hierarchy.
Go to (default menus) Administration Tools > Scheduling to open the Scheduling list view.
View existing schedules in the summary list view, which includes a number of attributes for each schedule.
Note
Resource attributes are used for filtering when you want to choose a resource.
Choose an option:
To edit a schedule, click on the relevant schedule to open its configuration page. Make the changes you require, then click Save.
To add a new schedule, click the Plus (+) icon to add a new record. Go to the next step to configure the schedule.
Configure the schedule.
The table describes sync schedule settings on the Details tab/panel:
Setting
Description
Schedule Name
The name of the schedule.
Last Executed (UTC Time)
Read-only. Displays the last time this schedule executed.
Owner
The schedule owner. The user who created this schedule. Read-only for existing schedules.
Schedule Type
Mandatory. Select the schedule type. Either Single Execution or Multi Execution.
See below for the configurable settings for either single execution or multi execution.
Active
This checkbox defines whether the scheduled sync is enabled (active) or disabled.
Clear the checkbox to disable the sync schedule.
If you’re enabling the sync schedule and there is a “next execution” in the past, the sync executes immediately when you save. To prevent the execution of this past sync schedule, select Skip execution on activation.
Skip execution on activation
Prevents the execution of a “next execution” in the past if you’re choosing to enable the schedule now.
Selecting this option prevents a situation where, for example, you wish to pause the execution of scheduled syncs for a period, perhaps to perform an upgrade. Post-upgrade, when activating the schedule, a number of pending syncs may execute immediately. This setting clears pending scheduled syncs so that the schedule executes again only at the next scheduled execution time, after the schedule is set to “active”.
Scheduled resources
Mandatory. Displays only when Active is selected.
Adds one or more scheduled resources. Configure the following:
Click the Plus icon (+) to add a scheduled resource.
Select the action, typically, Execute.
You can schedule one or more actions or one or more resource types, and choose resource attributes for each.
Choose the resource type (resources that can be executed, for example,
data/DataSync).Choose the resource attribute to filter on when choosing the resource type, which is typically
name.At Resource, select the value of the resource attribute. For example, if the attribute is
name, then the name of the resource.At Perform Action, define whether to enable or disable the resource scheduled action.
The table describes sync schedule settings on the Multi Execution or Single Execution tab/panel. The tab/panel that displays depends on the option selected for Schedule Type:
Schedule Type
Settings
Single Execution
At Execution Date and Time, choose a date and time from the calendar date/time picker.
Choose the execution timezone.
Multiple Executions
Choose one or more of the following options:
Use Specific Executions
Use Calendar Executions
Use Timed Executions
Configure settings for the options you selected.
When choosing two or more options, the first scheduled time takes priority.
If a schedule is in a state where the last executed and next execution time are equal, the next execution time is recalculated to ensure its execution.
Click Save to create (or update) the schedule.
The schedule you added (or updated) displays in the Scheduling list view.
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