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--- bw2:workflow_schedules_new [2020/12/15 14:22]
akoehler created
+++ bw2:workflow_schedules_new [2024/01/08 12:08] (current)
wgates [Notes Tab]
@@ Line 1: / Line 1: @@
 ====== Workflow Schedules Version 2.5 and after ======
-When Bizweaver workflows are in active use (in production), they are at times executed using a **schedule**. This means that they will execute automatically at a defined time. No user action is required.
+When Bizweaver workflows are active use they can be executed using a **schedule**. This means that they will execute automatically at a defined time. No user action is required.
 A schedule is created by selecting the desired combination of options as described below. If both the schedule and the workflow are enabled, the workflow will execute automatically at the appropriate time.
@@ Line 9: / Line 9: @@
 To create a schedule for a workflow:
-  * 1. Open the workflow so that it is currently active.
+  * 1. Open the workflow.
-  * 2. Click the //Schedule// link. The link will show when the next execution of the associated schedule is due to occur.
+  * 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.
-{{  :bw:introimage24.png?244x32  }}
+{{ :bw2:bizweaverschedules1.png |}}
       * The Schedule information window opens. This is where the schedule for this workflow is maintained.
-{{ :bw:schedulermain.png?nolink |}}
+{{ :bw2:scheduler.png |}}
-  * 3. **Status** Indicates if schedule is on or off.
+  * 3. **Status** Indicates if the schedule is on or off.
     *  **Schedule will not run if off is selected**
   * 4. **Schedule Type**
     * **Recurring** - defines the occurrence of a workflow over multiple days
     * **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#Run Times Tab|Run Times]]**
-        * [[bw:workflow_schedules_new#Notes Tab|Notes]]
+        * **[[bw:workflow_schedules_new#Notes Tab|Notes]]  **
-        * [[bw:workflow_schedules_new#Notifications Tab|Notifications]]
+        * **[[bw:workflow_schedules_new#Notifications Tab|Notifications]]**
   * 5. **Save Schedule**
       * This will save the schedule and the workflow.
       * The Save workflow compiler will open once this button is clicked.
   * 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 current setting.
+    * This message will show the first run of the schedule based on the current setting.
-    * 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.
+    * 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.
     * Start Date will default to the current date.
-      * When a pre-existing schedule is opened, the start date will reflect the current date. This will be the new start date when the schedule is saved (it cannot be back dated). If Cancel is selected or the scheduler window is closed, the start date will remain as it was.
+      * When a pre-existing schedule is opened, the start date will reflect the current date. This will be the new start date when the schedule is saved (it cannot be back-dated). If Cancel is selected or the scheduler window is closed, the start date will remain.
       * No End Date option is used if you do not want the schedule to have a set end date.
-{{ :bw:schedulerstartend18.png?nolink |}}
+{{ :bw2:bizweaverschedules3.png |}}
   * 2. **Recurring** select the type of schedule.
       * Options are Daily, Weekly, Monthly.
-{{ :bw:schedulerrecurring19.png?nolink |}}
+{{ :bw2:bizweaverschedules4.png |}}
   * 3. The options in this section change depending on the type of schedule selected.
-      * **Daily** \\ {{ :bw:schedulerdaily.png?nolink |}}
+      * **Daily** \\ {{ :bw2:daily.png|}}
 ----
-      * **Weekly** \\ {{ :bw:schedulerweeks.png?nolink |}}
+      * **Weekly** \\ {{ :bw2:weekly.png? |}}
 ----
-      *  **Monthly** \\ {{ :bw:schedulermonthly.png?nolink |}}
+      *  **Monthly** \\ {{ :bw2:monthly.png? |}}
       * Day Option - Can select a day within a month to run for a select interval of months.
         * **Example** the 1st day of Every 1 Month will run once a month on the first day of that month.
-      * The Option - Can select the First, Second, Third, Forth, 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 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 ======
   * 1. **Run At** defines a specific time a schedule should run during a day.
-{{ :bw:runtimestabrunat.png?nolink |}}
+{{ :bw2:runat.png? |}}
   * 2. **Run Continuously** defines a schedule running all day during the selected schedule type.
-{{ :bw:runtimestabrunevery.png?nolink |}}
+{{ :bw2:continuously.png? |}}
   * 3. **Run Every** defines a schedule running during a set interval of time
     * Can run schedules from 12:00 AM to 11:59 PM
-      * Bizweaver uses the indicated interval period (ex. 5 mins, 12, mins, 20 minutes, i.e. whatever the user enters) calculated out from the selected From time to determine the actual first run of the workflow within the selected From-To range.
+      * Bizweaver uses the indicated interval period (ex. 5 mins, 12 mins, 20 minutes, i.e., whatever the user enters) calculated from the selected From time to determine the actual first run of the workflow within the selected From-To range.
       * The From and To times can only be selected within a given date and cannot span multiple dates/days
-        * **Example:** Run Every 7 Min From 02:00 AM To 04:00 AM. The first run of the workflow will be at 2:00 AM. It will run every 7 min within the hour until there is no available time left within that hour. Regardless of when this last 7 min interval occurs in the hour (2:56 AM) it will resume at the beginning of the next hour (3:00 AM). The nature of From/To ranges that span hours is that the interval restarts at the beginning of every hour.
+        * **Example:** Run Every 7 Min From 02:00 AM To 04:00 AM. The first run of the workflow will be at 2:00 AM. It will run every 7 min within the hour until there is no available time left within that hour. Regardless of when this last 7 min interval occurs in the hour (2:56 AM), it will resume at the beginning of the next hour (3:00 AM). The nature of From/To ranges that span hours is that the interval restarts at the beginning of every hour.
-        * **Important Note:** From/To ranges are inclusive of the last hour in the range. In the above example the 7 min interval will continue through the 4:00 AM hour.
+        * **Important Note:** From/To ranges are inclusive of the last hour in the range. In the above example, the 7 min interval will continue through the 4:00 AM hour.
       * **Minutes** - Can choose from 5 to 59 minutes as an interval
-        * Note the interval period cannot be longer than the From To period
+        * Note the interval period cannot be longer than the From-To period
       * **Hours** - Can choose from 1 to 23 hours as an interval
-        * Note the interval period cannot be longer than the From To period
+        * Note the interval period cannot be longer than the From-To period
       * **Do Not Run Between** - defines a period that the workflow will not run within any given schedule.
-{{ :bw:runtimestabrunevery1.png?nolink |}}
+{{ :bw2:runevery.png?|}}
 ====== Exclusions Tab ======
@@ Line 82: / Line 83: @@
     * Clicking the add button adds another exclusion.
     * When the exclusion date has passed the "X" will change to red.
-{{ :bw:exclusions.png?nolink |}}
+{{ :bw2:exclusion.png? |}}
 ====== Notes Tab ======
 This tab allows notes to be entered for a schedule.
-{{ :bw:schedulernotes24.png?nolink |}}
+{{ :bw2:notes.png |}}
-====== Notifications Tab ======
+====== 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.
@@ Line 93: / Line 98: @@
 The act of restarting the Bizweaver Service triggers these email notifications to be sent for all enabled workflows.
 </WRAP>
-{{ :bw:email.png?nolink |}}
+{{ :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
+      * 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 workflow starts - this will send an email immediately after the workflow starts.
+    * 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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