Scheduling a Process
updated about 1 month ago
Scheduled processes are automated processes that can be performed at a specific time or on a recurring schedule.
If you have a process that needs to be run:
- once on a specified date or time or
- on a regularly recurring basis, say once a week, twice a month or once a year, you can schedule your process in Automation > Schedules to run automatically.
The scheduler automatically runs a process for you. You can add contacts that will receive an email notification based on process completion status (completes/fails/both).
Below are some examples of scenarios requiring scheduled processes:
- To schedule an onboarding flow for your new employees
- To create monthly payroll files
- To create annual reports at the end of financial year
If you need the same process to recur at different dates and times, you are able to set that. If you have set up at least one schedule for a process, you can duplicate that schedule and change some settings as needed. This will save you time on setting the next one.
How to set up a schedule
Step 1: Go to Automation
Step 2: Press "Create New"
Step 3: Give a name to your schedule
Step 4: Add a Description to help others identify the scope of the schedule (optional)
Step 5: Select Process. In the list you will notice that processes are marked Valid/Invalid. If a process is invalid, you can still configure the schedule, however it will not perform at the set start date and time.
Step 6: Set Recurrence details
Start on: The start date and time are required fields and it’s where you can select the date and time that your first scheduled process will be run on.
Start time will reflect your local Time zone.
You can only schedule processes to run on future dates and times.
The "Run interval" dropdown menu will let you select how often your process will be run.
Date to end schedule: select checkbox to access the field that let you select when your scheduled process runs will be due to be finished.
Once the recurrence is configured, read the summary at the bottom and double-check that the settings details are correct.
We do not recommend a frequency lower than 5 minutes at this point.
Step 7: Notifications
PROCESIO can send notifications to users informing them on the completion of a scheduled process. This is an optional step. You can add email addresses (yours or others within workspace) to receive an email notification once the scheduled process has run.
Users can be notified based on completion status of the process:
- only when process run successfully
- only when process failed
You can add multiple email addresses using ";" as a separator.
Step 8: Click Next to move to next configuration step
Step 9: Give values to your Process Input(s)
If the process selected to be scheduled has input process variables defined at process level, you must give values to these variables in order for the process to kick off with desired values. Else, the inputs variables will get the system default value based on data type (e.g. a process variable type integer will get 0 value when initiating the process).
Step 10: Save your schedule
If all configuration steps are fulfilled, click the "Save" button.
Managing the schedules
You can view the schedules created in Automation > Schedules.
From here you can update or change settings to a schedule, duplicate a schedule or delete a schedule.
You can also Enable/Disable a schedule. You may encounter a situation that requires you to disable the scheduler for one or more processes, such as during maintenance periods, holidays or when execution of one process may interfere with another. In such cases, you can disable one or more processes from starting automatically. When you disable a workflow, the Schedule does not run the process until you enable it back.
Set the status toggle to Disable to disable a schedule as needed. To enable a disabled process, set the status toggle to Enable.
If the process is set to run once, it will be automatically disable after it run. Also, if a process has an end date set, it will automatically be disable once the end date is passed. You must edit and update the schedule to a future start date and time.