Schedule Automation Fields
The Schedule Automation window includes the following fields. For more information, see Scheduling Automation Configurations.
*Key: C – Calendar schedule type; RP – Recognition Period schedule type.
Field |
Key |
Description |
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Schedule Type |
Indicates how the process schedule will be configured:
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Schedule Name |
Enter a name for the process schedule. |
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Active |
A checkbox that lets you choose whether the process schedule is available to be run for the specified automation configuration. An automation configuration can have more than one active process schedule. |
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Schedule Frequency | C | Choose when the process schedule will run and how often:
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Schedule Start Time | C |
The time of day the process schedule will be run, on the days specified by Schedule Frequency. The schedule will run according to Coordinated Universal Time (UTC). |
Period End Offset (Days) | RP |
The number of days relative to the period end date, that defines when the process schedule will be run. For example, enter 3 to run three days after the period end date, -3 to run three days before the period end date, or 0 to run on the period end date. You can enter a minimum value of -30, and a maximum value of 30.
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Schedule Start Time | RP |
The time of day the process schedule will be run, on the day specified by Period End Offset (Days). The schedule will run according to Coordinated Universal Time (UTC). |
Schedule Automation Additional Fields
Depending on your selection, additional options might be available for a Calendar Based schedule type.
Field | Description |
Monthly Method |
Example |
---|---|---|---|
Sun, Mon, Tue, Wed, Thu, Fri, Sat |
Only available when Weekly is selected as the frequency. Determines whether the job executes on the specific day of the week. |
N/A |
If you select Mon, the job executes each Monday at the specified start time. |
Monthly Method |
Only available when Monthly is selected as the frequency. Determines how to calculate the day of the month when the job executes. The following options are available:
|
N/A | |
Day of the Month (number) | Determines the date on which the job executes each month. | Date | If you enter 12, the job executes on the 12th of each month. |
Day of the Month (picklist) |
Combined with the value selected for the Day of the Week picklist, determines on which occurrence of the day the job executes. |
Day of the Month | If you select "Last" and "Friday", the job executes on the last Friday of each month, regardless of the date. |
Day of the Week |
Combined with the value selected for the Day of the Month picklist, determines on which occurrence of the day the job executes. |
Day of the Month | If you select "Last" and "Friday", the job executes on the last Friday of each month, regardless of the date. |
Number of Days |
Determines how many calendar days before the end of each month the job executes. |
Days Before Month End |
If you enter 3, the job executes on January 28, February 25 (non-leap year), March 28, April 27, and so on. |
Buttons
Button | Description |
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Cancel |
Close the Schedule Automation window without creating a process schedule record, and return to the automation configuration record.
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Schedule |
Save the schedule with the selected parameters. |