Scheduling processes in a running flowchart
Configure the Schedule process to initiate processes in a running flowchart. The Schedule process works only if the flowchart is running.
Procedure
- Open a flowchart for editing.
- Drag the Schedule process from the palette to your flowchart.
-
Double-click the Schedule process box in the flowchart.
The Schedule process configuration dialog box opens and the Schedule tab is open by default.
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On the Schedule tab, specify the scheduling conditions:
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If you select Custom run from the Schedule to run
list, you can use one or both of the following options to specify when the schedule runs:
- Choose Run on time, then specify dates and times for the process to run. Multiple entries must be separated by commas. Click Calendar to select dates and times from a calendar.
- Choose Run on trigger(s) if you want the schedule to be triggered by an
event.
The named trigger(s) must be defined using Options > Stored Triggers. Separate multiple triggers with commas. The trigger name can contain any characters except commas. A trigger name does not have to be unique. You can use the same trigger in multiple campaigns or flowcharts and activate them all at the same time.
For more information, see Inbound and outbound triggers.
- Use one or both of the following options if you want to
specify a delay or require authorization.
- If you choose Wait for user authorization before each run, a prompt for
user authorization will appear each time any other schedule conditions are satisfied, and the
Schedule process will not activate unless specific authorization is provided. This option takes
precedence over any other schedule indicators; the process will not start unless authorization is
given.Note: When a flowchart is running with a client attached, user authorization can only occur through the client. If no client is attached, any user with read/write privileges for the campaign can authorize it to continue.
- If you choose Delay period before each run, specify the amount of time to wait after a schedule condition has been satisfied before the process runs, using the Days, Hours, and Minutes fields. This delay applies to all other specified schedule options. For example, if a Schedule process is configured to run at 9:00 a.m. on Monday morning with a delay of one hour, subsequent processes will begin to run at 10:00 a.m.
- If you choose Wait for user authorization before each run, a prompt for
user authorization will appear each time any other schedule conditions are satisfied, and the
Schedule process will not activate unless specific authorization is provided. This option takes
precedence over any other schedule indicators; the process will not start unless authorization is
given.
- (Optional) Specify triggers to send after the Schedule
run is completed.
If you select Send trigger(s) after each run, Campaign runs one or more triggers each time the Schedule process is activated. An outbound trigger executes a command line, which can be a batch file or a script file. Any named triggers must be defined using Options > Stored triggers. If you specify multiple trigger names, they must be separated by commas.
- (Optional) Click the General tab
to assign a name and descriptive note.
The name displays on the process box in the flowchart. The note displays when you hover the cursor over the process box in the flowchart.
- Click OK.
Results
The process is configured and appears enabled in the flowchart. You can test the process to verify that it returns the results you expect.