New Scheduler

Configure a New Scheduler to automate your workflows based on specific time conditions. Define the schedule, set triggers, and ensure tasks are executed automatically and efficiently without manual intervention.

Steps to configure and view Automation Scheduler are as follows:

Configure the Workflow
Configure the Scheduler
View Job History/ Execution History

1. Configure the Workflow

Workflow is a combination of one or more tasks executed in a specific order on a Configuration Item (CI) to achieve a particular service to a customer team or individual. In Workflow, conditions are defined. If this condition is met, the defined skills are executed. This does not require any manual intervention. Using drag and drop, you can add a skill or Condition to the Workflow.

2. Configure the Scheduler

In this step, you can configure new schedulers for the desired workflows. The New Scheduler feature consists of three important sections namely:

General
Frequency
Actions

The following flowchart represents the New Scheduler sections in detail

Figure: New Scheduler Flowchart

To configure a new scheduler, perform the following steps:

Navigate to SA > Schedulers > New Scheduler.
In the General tab, specify the Name (which is a mandatory field) and Description.
Enable the Active toggle switch to make the status of the scheduler as Active or vice-versa.
Click NEXT.

Figure: New Scheduler

Frequency

The Scheduler – Frequency page allows administrators to define when and how often an automated workflow should run. This page is part of the scheduler setup flow and focuses specifically on configuring the execution timing for automation jobs.

Purpose of this step is listed below:

Control the execution schedule of automated workflows
Specify whether a workflow runs once or on a recurring basis
Ensure automation runs at the correct date, time, and timezone

Enter the required details on the Frequency page.
For more information, refer to the field description.

Figure: Frequency

Field Description

Field	Description
Scheduler Type	Determines the execution mode of the workflow: • One Time – Runs the workflow once at the specified date and time. • Recurring – Runs the workflow repeatedly based on a defined schedule.
Start Date	Specifies the calendar date on which the scheduler begins execution. This field is mandatory for all scheduler types.
Start Time	Defines the exact time at which the workflow execution starts. Ensures precise control over automation timing.
Timezone	Sets the timezone used for scheduler execution, ensuring workflows run at the correct local time across regions.
Next	Saves the frequency configuration and proceeds to the Actions step of scheduler setup.
Previous	Returns to the previous configuration step without losing entered data.
Cancel	Exits scheduler configuration and discards any unsaved changes.
Typical Usage	Used by administrators to schedule workflows during business hours, off‑peak times, or at specific dates for time‑sensitive automation.

Schedule Type: One Time

Select the One Time checkbox and specify the Start Date and Start Time of the scheduler.
Select Timezone from the dropdown.
Click Next.

Schedule Type: Recurring

Recurring type is applicable for Daily, Weekly and Monthly cycles.

Daily

Daily mode supports two run patterns: One Time per day or After Every (fixed interval).

Below table covers After Every scenarios as requested.

Frequency Selected	Run Pattern	End Type	Fields Displayed (Applied Together)	Explanation / Behavior
Daily	After Every	Never	Every (1, 2, 3, …), Time (minutes), Start Date, Start Time, End Time, Timezone	Workflow runs repeatedly at the configured interval every day and continues indefinitely until manually stopped.
Daily	After Every	Date	Every (1, 2, 3, …), Time (minutes), Start Date, Start Time, End Time, Timezone, End Date	Workflow runs at the defined daily interval and automatically stops execution on the specified end date.
Daily	After Every	After	Every (1, 2, 3, …), Time (minutes), Start Date, Start Time, End Time, Timezone, Number of Recurrences	Workflow runs repeatedly at the daily interval and stops after completing the specified number of executions.

Weekly

When Weekly is selected, the “Schedule on These Days” field is automatically displayed.

Frequency Selected	End Type	Fields Displayed (Applied Together)	Explanation / Behavior
Weekly	Never	Start Date, Start Time, Timezone, Schedule on These Days	Workflow runs weekly on the selected weekdays and continues indefinitely.
Weekly	Date	Start Date, Start Time, Timezone, Schedule on These Days, End Date	Workflow runs on selected weekdays and automatically stops on the specified end date.
Weekly	After	Start Date, Start Time, Timezone, Schedule on These Days, Number of Recurrences	Workflow runs on selected weekdays and stops after the configured number of executions.

Monthly

Monthly scheduling allows selection of both date and month.

Frequency Selected	End Type	Fields Displayed (Applied Together)	Explanation / Behavior
Monthly	Never	Start Date, Start Time, Timezone, Select Date, Select Month	Workflow executes on the selected date every chosen month and continues indefinitely.
Monthly	Date	Start Date, Start Time, Timezone, Select Date, Select Month, End Date	Workflow runs monthly and automatically stops on the defined end date.
Monthly	After	Start Date, Start Time, Timezone, Select Date, Select Month, Number of Recurrences	Workflow runs for a fixed number of monthly executions and stops automatically.

✅ Key System Rules (Applies to All Scenarios)

Only one frequency (Daily / Weekly / Monthly) can be selected
Only one End Type (Never / Date / After) is allowed
End Date and Number of Recurrences are mutually exclusive
Field visibility dynamically changes based on selected frequency and end type

Action

In the Actions tab, configure the action for the scheduler.

Select Workflow (which is configured for API Trigger event) from the drop-down, this is a mandatory field.

Figure: Actions
The mapped Parameter is displayed.
Enter the relevant value in the box.
Click SUBMIT.
The Scheduler is created successfully, and you are directed to the List page.
Note
- The workflows that must be triggered by the scheduler are defined here under Actions.
- Only workflows with API/Scheduler configured as the trigger event are displayed under Scheduler Actions.