Steps for Adding a New Scheduled Task

From the Actions section>Processes card, select the Scheduled Task icon.

Select the Add button from the left pane to open a wizard to set up the task.

In the

Task field, select the task from the Field Look Up Values in the right pane. Click on the Next button.

Select the record options from the listing by checking the box to the left of each record. If there are multiple cards of options, expand the cards to view the records by clicking on the expand arrow on the right. Select the Next button.

In the

Name field, enter a name to identify this task.

In the

Active field, indicate if this task is active and should continue to run (Yes/No).

Enter an

Expiration Date/Expiration Time if this task should discontinue running on a specified date/time. If this task should continue to run indefinitely, do not enter values in these fields.

Depending on the field, the calendar date or the time of day when this task is no longer active, if applicable. If this task is to continue to run indefinitely, do not enter values in the Expiration Date and Expiration Time fields.

For information on entering date values, see More About Date Value Fields; for information on entering time values, see More About Time Value Fields.

In the Timeout (Minutes) enter the maximum allowed number of minutes for running this task. If the process is not completed within the indicted number of minutes, a notification is sent out, and the schedule is updated with the next time it should execute.

Select the Next button.

In the

Schedule Range field, select the cycle this task should run from the drop down menu options and click on the Next button:

Month (runs on a cycle based on the calendar month)

Enter the

Schedule Frequency, indicating how often within the month the task should be run.

Day of Week (task is run on specified days of the week)
1. On the General tab, enter the Start Date/Start Time when this cycle should begin to run.
  On the General tab, indicate either the starting calendar date or the time of day that the task is to begin running the automatic schedule cycle, depending on the field.
  
  For information on entering date values, see More About Date Value Fields; for information on entering time values, see More About Time Value Fields.
  When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
  - The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
    Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
    Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
    The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
    If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
    If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
    Enter midnight as 00:00; enter noon as 12:00.
  - If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
    Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
  When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
2. Select the Months tab. For each month that this task should run, set the value from the drop down menu to Yes.
3. Select the Frequency tab. Select which Week to run this task (first, second, third, fourth, last). Then select which Day of the week to run this report (Sunday-Saturday).
4. Click on the Finish button to save this task.
Day (task is run on specific dates (1-31) every month)
1. On the General tab, enter the Start Date/Start Time when this cycle should begin to run.
  On the General tab, indicate either the starting calendar date or the time of day that the task is to begin running the automatic schedule cycle, depending on the field.
  
  For information on entering date values, see More About Date Value Fields; for information on entering time values, see More About Time Value Fields.
  When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
  - The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
    Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
    Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
    The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
    If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
    If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
    Enter midnight as 00:00; enter noon as 12:00.
  - If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
    Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
  When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
2. Select the Months tab. For each month that this task should run, set the value to Yes.
3. Select the Frequency tab. To select which days of the month to run this task, highlight the number of the day in the Available Days (left) column and drag it to the Chosen Days (right) column. To remove a day from the Chosen Days side, highlight and drag it back to the Available Days column on the left.
4. Click on the Finish button to save this task.
First/Last (task is run on either the first day or last day of the month)
1. On the General tab, enter the Start Date/Start Time when this cycle should begin to run.
  On the General tab, indicate either the starting calendar date or the time of day that the task is to begin running the automatic schedule cycle, depending on the field.
  
  For information on entering date values, see More About Date Value Fields; for information on entering time values, see More About Time Value Fields.
  When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
  - The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
    Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
    Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
    The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
    If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
    If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
    Enter midnight as 00:00; enter noon as 12:00.
  - If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
    Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
  When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
2. Select the Months tab. For each month that this task should run, set the value to Yes.
3. Select the Frequency tab. From the Day field drop down menu, select whether this task is to run on the first or last day of the month.
4. Click on the Finish button to save this task.

Simple
1. Enter the Start Date/Start Time when this cycle should begin to run.
  On the General tab, indicate either the starting calendar date or the time of day that the task is to begin running the automatic schedule cycle, depending on the field.
  
  For information on entering date values, see More About Date Value Fields; for information on entering time values, see More About Time Value Fields.
  When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
  - The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
    Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
    Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
    The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
    If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
    If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
    Enter midnight as 00:00; enter noon as 12:00.
  - If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
    Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
  When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
2. In the Range field, select whether this task cycle should be in minutes, days, weeks or years.
  Indicates the interval range of how often this task is to run. This value is combined with the Frequency value to calculate when this task is to run. For example, if the Range value is set to minutes and the Frequency value is set to 15, this task will run every 15 minutes.
3. In the Frequency field, enter the value of the number of range units for this task. For example, if the Range value is set to weeks, enter the number of weeks in this field.
  Indicates the number of Range units before this task is to run. For example, if the Range value is set to minutes and the Frequency value is set to 15, this task runs every 15 minutes.
4. Click on the Finish button to save this task.
Start Up (this task is automatically run when the system is restarted)
1. There is no additional set up for this option.
2. Click on the Finish button to save this task.

Continuous	Indicates that as soon as the task is completed, it is run again.
Month	Indicates the task is scheduled to be run on a monthly basis. Additional screen configuration determines the months included and the day within the month the task is run (first, last, specific day, etc.)
Simple	Indicates this task is run on a regular cycle. Additional screen configuration determines if the cycle of this task is based on minutes, hours, days, etc.
Start Up	Indicates this task is run every time the application is started.

Day	When this option is selected, the Frequency tab displays a grid to select which day(s) in the month to schedule this task. For example, a task can be scheduled to run on the 1st and the 15th of each month
Day of Week	When this option is selected in the Schedule Frequency field, the following fields are available for configuration
First/Last	When this option is selected on the Schedule Frequency field, the Frequency tab displays a field to indicate whether this task should run on either the first or last day of the month