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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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bw2:workflow_schedules_new [2021/07/19 17:00] akoehler |
bw2:workflow_schedules_new [2024/01/08 12:08] (current) wgates [Notes Tab] |
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| ====== Workflow Schedules Version 2.5 and after ====== | ====== Workflow Schedules Version 2.5 and after ====== | ||
| - | When Bizweaver workflows are in active use (in production), | + | 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. | 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. | ||
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| To create a schedule for a workflow: | To create a schedule for a workflow: | ||
| - | * 1. Open the workflow | + | * 1. Open the workflow. |
| - | * 2. Click the // | + | * 2. Activate the workflow. |
| + | * 3. Click the // | ||
| {{ : | {{ : | ||
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| * The Schedule information window opens. This is where the schedule for this workflow is maintained. | * The Schedule information window opens. This is where the schedule for this workflow is maintained. | ||
| - | {{ :bw2:bizweaverschedules2.png |}} | + | {{ :bw2:scheduler.png |}} |
| * 3. **Status** Indicates if the schedule is on or off. | * 3. **Status** Indicates if the schedule is on or off. | ||
| * **Schedule will not run if off is selected** | * **Schedule will not run if off is selected** | ||
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| {{ : | {{ : | ||
| * 3. The options in this section change depending on the type of schedule selected. | * 3. The options in this section change depending on the type of schedule selected. | ||
| - | * **Daily** \\ {{ :bw2:bizweaverschedules5.png |}} | + | * **Daily** \\ {{ :bw2:daily.png|}} |
| ---- | ---- | ||
| - | * **Weekly** \\ {{ :bw2:bizweaverschedules6.png |}} | + | * **Weekly** \\ {{ :bw2:weekly.png? |}} |
| ---- | ---- | ||
| - | * **Monthly** \\ {{ :bw2:bizweaverschedules7.png |}} | + | * **Monthly** \\ {{ :bw2:monthly.png? |}} |
| * Day Option - Can select a day within a month to run for a select interval of months. | * 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. | * **Example** the 1st day of Every 1 Month will run once a month on the first day of that month. | ||
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| ====== 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:bizweaverschedules8.png |}} | + | {{ :bw2:runat.png? |}} |
| * 2. **Run Continuously** defines a schedule running all day during the selected schedule type. | * 2. **Run Continuously** defines a schedule running all day during the selected schedule type. | ||
| - | {{ :bw2:bizweaverschedules9.png |}} | + | {{ :bw2:continuously.png? |}} |
| * 3. **Run Every** defines a schedule running during a set interval of time | * 3. **Run Every** defines a schedule running during a set interval of time | ||
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| * 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. | * **Do Not Run Between** - defines a period that the workflow will not run within any given schedule. | ||
| - | {{ :bw2:bizweaverschedules10.png |}} | + | {{ :bw2:runevery.png?|}} |
| ====== Exclusions Tab ====== | ====== Exclusions Tab ====== | ||
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| * Clicking the add button adds another exclusion. | * Clicking the add button adds another exclusion. | ||
| * When the exclusion date has passed the " | * When the exclusion date has passed the " | ||
| - | {{ :bw2:bizweaverschedules11.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:bizweaverschedules12.png |}} | + | {{ :bw2:notes.png |}} |
| - | ====== Notifications Tab ====== | + | ====== Notifications Tab (2.7.8) |
| <WRAP center round tip 60%> | <WRAP center round tip 60%> | ||