bizweaver:exec_schedule

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bizweaver:exec_schedule [2024/09/09 12:52]
dlee created
bizweaver:exec_schedule [2024/09/09 13:04] (current)
dlee [Notes Tab]
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-====== Creating a Schedule ====== +===== Creating a Schedule ===== 
-To create a schedule for a workflow:+Open the workflow and click the Schedule icon {{:bizweaver:bw_sched_icon.png?50|}} to open the Schedule Information window.
  
-  * 1. Open the workflow. 
-  * 2. Activate the workflow. 
-  * 3. Click the //Schedule// link. The link will show when the next execution of the associated schedule is due to occur. 
- 
-{{ :bw2:bizweaverschedules1.png |}} 
- 
- 
-      * The Schedule information window opens. This is where the schedule for this workflow is maintained. 
 {{ :bw2:scheduler.png |}} {{ :bw2:scheduler.png |}}
   * 3. **Status** Indicates if the schedule is on or off.   * 3. **Status** Indicates if the schedule is on or off.
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     * **Single Day** - defines the occurrence of a workflow on a single day     * **Single Day** - defines the occurrence of a workflow on a single day
       * When running a One-Time schedule, the scheduler display will change, and only one date can be selected. This will be the date the schedule runs. Below are the tabs that will be displayed for modification.       * When running a One-Time schedule, the scheduler display will change, and only one date can be selected. This will be the date the schedule runs. Below are the tabs that will be displayed for modification.
-        * **[[bw:workflow_schedules_new#Run Times Tab|Run Times]]** 
-        * **[[bw:workflow_schedules_new#Notes Tab|Notes]]  ** 
-        * **[[bw:workflow_schedules_new#Notifications Tab|Notifications]]** 
   * 5. **Save Schedule**   * 5. **Save Schedule**
       * This will save the schedule and the workflow.       * This will save the schedule and the workflow.
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   * 6. **Close**   * 6. **Close**
     * This will close the schedule, and no changes will be saved.     * This will close the schedule, and no changes will be saved.
-  * 7. **Message** + 
-    * This message will show the first run of the schedule based on the current setting. +===== Schedule Tab =====    
-    * This message will display on the **[[bw:workflow_schedules_new#Schedule Tab|Schedule Tab]]** and **[[bw:workflow_schedules_new#Run Times Tab|Run Times]]** Tab. +
-====== Schedule Tab ======    +
   * 1. **Start Date** and **End Date** define when the schedule starts and ends.   * 1. **Start Date** and **End Date** define when the schedule starts and ends.
     * Start Date will default to the current date.     * Start Date will default to the current date.
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       * The Option - Can select the First, Second, Third, Fourth, and Last of a month, selecting the Day or Weekday option, or a specific day of the week.       * The Option - Can select the First, Second, Third, Fourth, and Last of a month, selecting the Day or Weekday option, or a specific day of the week.
         * The Weekday selection can only be used in conjunction with the First and Last options within this menu.         * The Weekday selection can only be used in conjunction with the First and Last options within this menu.
-====== Run Times Tab ======+===== Run Times Tab =====
   * 1. **Run At** defines a specific time a schedule should run during a day.   * 1. **Run At** defines a specific time a schedule should run during a day.
 {{ :bw2:runat.png? |}} {{ :bw2:runat.png? |}}
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 {{ :bw2:runevery.png?|}} {{ :bw2:runevery.png?|}}
  
-====== Exclusions Tab ======+===== Exclusions Tab =====
  
 Exclusions are dates (full days) that you can apply to any given schedule on which the workflow will not run. The maximum amount of exclusions is 10. Exclusions are dates (full days) that you can apply to any given schedule on which the workflow will not run. The maximum amount of exclusions is 10.
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     * When the exclusion date has passed the "X" will change to red.     * When the exclusion date has passed the "X" will change to red.
 {{ :bw2:exclusion.png? |}} {{ :bw2:exclusion.png? |}}
-====== Notes Tab ======+===== Notes Tab =====
 This tab allows notes to be entered for a schedule. This tab allows notes to be entered for a schedule.
 {{ :bw2:notes.png |}} {{ :bw2:notes.png |}}
-====== Notifications Tab (2.7.8) ====== 
- 
-<WRAP center round tip 60%> 
-Notifications for On Start and On Completion have now been moved to the Notifications Panel starting in Bizweaver 2.7. 
-</WRAP> 
- 
-Notifications can be sent to a designated email address when a workflow has started or ended. Up to 3 email addresses can be designated. 
- 
-<WRAP center round tip> 
-The act of restarting the Bizweaver Service triggers these email notifications to be sent for all enabled workflows. 
-</WRAP> 
-{{ :bw2:bizweaverschedules13.png |}} 
  
-  * 1. **Send Notifications To**  
-    * Email - This checkbox enables or disables the notifications 
-      * If email addresses are left in the email address box and notifications are disabled, the email address will be retained 
-    * Send Email Using - defines the SMPT connection to be used for sending the emails. 
-    * Email Address - defines the email that will receive the notification. 
-    * Add Another - the user can add up to 3 email addresses. 
-  * 2. **Send Notifications** 
-    * When the workflow starts - this will send an email immediately after the workflow starts. 
-    * When workflow ends - this will send an email immediately after the workflow finishes. 
  
  
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bizweaver/exec_schedule.1725900722.txt.gz · Last modified: 2024/09/09 12:52 by dlee