Business Scenarios

1. Schedule recurring cards            
   
2. Automate periodical emails 
   
3. Sync business data and customer contacts
   
4. Schedule monthly or weekly data backup
   
5. Get hourly, daily, or weekly stats and reports
   

Explore more business scenarios for Schedules.

New Schedule

Hourly Schedules

1. Navigate to   and select Schedules under Automation .
   
2. Click the New Schedule button.
   
3. Fill in the details:
   
1. Name: Enter a relevant name for the schedule.
   
2. Frequency: Select the frequency as Hourly.
   
3. Execute: Mention the frequency (hours) in which the schedule has to be executed.
4. Start Date and Time: Select the date and time to start executing the Schedule.
   
5. Expiry: Specify the condition after which the schedule must expire.
   
1. Set execution limit: Set the number of executions after which the schedule will expire.
   
2. Set expiry date: Select the date after which the schedule will expire.
   
3. Never: Allow the schedule to run endlessly.
   
6. Custom Function: Select the custom function to be executed.
   
4. Click Save.  
   

Daily Schedules

1. Navigate to  and select Schedules under  Automation.
   
2. Click the  New Schedule button.
   
3. Fill in the details:
   
1. Name: Enter a relevant name for the schedule. 
   
2. Frequency: Select the frequency as  Daily.
   
1. Exclude Days Off: Check this box to exclude the schedule on non-working days of your organization. You can configure the Days off for your organization under  Date and Time Settings of Organization Setup. 
   
3. Start Date and Time: Select the date and time to start executing the Schedule. 
   
4. Expiry: Specify the condition after which the schedule must expire.
   
1. Set execution limit: Set the number of executions after which the schedule must expire.
   
2. Set expiry date: Select the date after which the schedule must expire.
   
3. Never: Allow the schedule to run infinitely.
   
5. Custom Function: Select the custom function to be executed.
   
4. Click  Save.  
   

Weekly Schedules

1. Navigate to   and select  Schedules  under  Automation.
   
2. Click the  New Schedule button.
   
3. Fill in the details:
   
1. Name: Enter a relevant name for the schedule.
   
2. Frequency: Select the frequency as  Weekly.
   
3. Execute On: Select specific days to execute the schedule.
   
4. Start Date and Time: Select the date and time to start executing the Schedule.
   
5. Expiry: Select the condition after which the schedule must expire.
   
1. Set execution limit: Set the number of executions after which the schedule must expire.
   
2. Set expiry date: Select the date after which the schedule must expire.
   
3. Never: Allow the schedule to run infinitely.
   
6. Custom Function: Select the custom function to be executed.
   
4. Click  Save.
   

Monthly Schedules

1. Navigate to   and select  Schedules  under  Automation.
   
2. Click the  New Schedule button.
   
3. Fill in the details:
   
1. Name: Enter a relevant name for the schedule.
   
2. Frequency: Select the frequency as  Monthly.
   
3. Execute On
   
1. Set expiry date: Mention a date of the month to execute this schedule. Enter a value between 1 and 31.
   
2. Set specific day: Mention a specific day of the month to execute this schedule.
   
4. Start Date and Time: Select the date and time to start executing the Schedule.
   
5. Expiry: Select the condition after which the schedule must expire.
   
1. Set execution limit: Set the number of executions after which the schedule must expire.
   
2. Set expiry date: Select the date after which the schedule must expire.
   
3. Never: Allow the schedule to run endlessly.
6. Custom Function: Select the custom function to be executed.
   
4. Click  Save. 

Ensure the expiry date is after the start date. Else, the schedule will be marked complete. 

Yearly Schedule

Pause/ Resume Schedule 

1. Navigate to    and select  Schedules  under  Automation.
   
2. Toggle the ON/OFF button at the far end of the schedule to pause it.
   
3. To resume the schedule, toggle the button ON.  
   

Delete Schedule

1. Navigate to   and select  Schedules  under  Automation.
   
2. Hover over a schedule name.
   
3. Click  and select  Delete.  
   
4. Confirm your action.