Managing Scheduled Jobs

From the PSA – Accounting Connector Admin page, you can schedule background flow executions, view existing scheduled jobs, and delete them.

Scheduling a Flow Execution

To schedule the background execution of a flow:

  1. Open the PSA – Accounting Connector Admin page.
  2. In the PSA – Accounting Connector Scheduled Jobs section, click Manage Scheduled Jobs.
  3. Next to a flow name, click Down icon. and then click Schedule.
  4. Under Schedule Frequency, select one of the following:
    • Hourly: if you want the flow to execute every hour.
    • Daily: if you want the flow to execute once every day.
    • Weekly: if you want the flow to execute on specific days of the week. You can then select the days.
    • Monthly: if you want the flow to execute once every month. You can then select a monthly method to determine on which day of the month the flow executes.
  5. Under Schedule Start Time, select the preferred time of day when you want the flow to execute.
  6. Click Schedule. The job is scheduled.
Notes:
  • You will receive an email notification each time a flow execution finishes. The email is also sent to any additional email addresses defined in the Additional Notification Recipients custom setting field.
  • If you want to change the frequency of a scheduled job, you must delete the existing job and then perform the steps again.

Deleting a Scheduled Job

To delete a scheduled job:

  1. Open the PSA – Accounting Connector Admin page.
  2. In the PSA – Accounting Connector Scheduled Jobs section, click Manage Scheduled Jobs.
  3. Next to a flow name, click Down icon. and then click Delete.
  4. Click Delete. The job is deleted and you can schedule a new job for the flow.