---
title: "Automation Scheduler"
slug: "automation-scheduler-1"
updated: 2024-03-26T13:32:43Z
published: 2024-03-26T13:32:43Z
canonical: "help.symphonysummitai.com/automation-scheduler-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation Scheduler

## **Overview**

### **What is Automation Scheduler in Service Automation?**

An Automation Scheduler is a system that initiates the workflow automatically without any human intervention when the scheduler/time conditions are met. This feature automatically triggers the workflows for the scheduled job based on the defined conditions. It helps with the execution of any workflows that must be performed at a specific time or repeatedly**.**

**Note:****Automation Scheduler DOES NOT trigger the ITSM-based workflows as it initiates the workflow by creating an incident, service request, or work order.**

The following infographic summarizes the Automation Scheduler in Service Automation:

**![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20block%20diagram.jpg?version=1&modificationDate=1664802055046&api=v2)**

Figure: Automation Scheduler feature in Service Automation

### **Why is an Automation Scheduler required for Service Automation?**

Modern, dynamic organizational environments are characterized by complex business procedures. These processes/procedures require scheduling to ensure a smooth operation. As these processes involve multiple systems and interdependencies between different applications, the efficient functioning of the scheduled jobs will be a priority.

Automating the scheduler assists the Service Automation in the following ways:

- Helps in scheduling the repetitive automation jobs for Infrastructure and Applications.
- Aids in the re-use of the Automation Workflows in multiple schedules for an effective Automation Management System.

The following detailed infographic illustrates the process flow of the Automation Scheduler as the source.

![](https://docs.symphonysummitai.com/download/attachments/440697118/As-%20arch%20infographic.jpg?version=1&modificationDate=1664802788121&api=v2)

Figure: Automation Scheduler- Process Flow

The description of the highlighted step numbers is listed as below:

1. The Automation Scheduler is the trigger source that internally invokes the configured workflow when the defined time conditions are met. The system creates an entry in the event queue to start the flow.

Note:The  ITSM source involves logging in to the Summit Portal and initiating the workflow by creating an incident, service request, or work order.

2. Listener Service loads event details from the Event queue.

3. Event listener processes the event, identifies the Workflow, and inserts details in the queue.

4. Execution service loads the script and target details. Executes and outputs data to the database.

5. Loads Master data, Incident, SR, and Work order details.

### **Use Cases**

Let us understand practical use cases of Automation Scheduler.

The following infographic depicts the steps to be executed for Automation Scheduler.

![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20use%20case%20infographic.jpg?version=1&modificationDate=1664803355884&api=v2)

Figure: Automation Scheduler- Execution steps

### **Use Case 1**

**![](https://docs.symphonysummitai.com/download/thumbnails/440697118/AS-%20HRMS%20icon.jpg?version=1&modificationDate=1664803464148&api=v2)Automation of information collection and delivery from HRMS system**

Every Friday, the HR Manager wishes to automate a connection with the HRMS system to get a list of newly hired employees and deliver that information to the Management team through email.

**Step 1:** Write the scripts

Create the scripts needed to gather the information on newly hired employees and information delivery to management.

**Step 2:** Configure the Workflow

Configure a new workflow, configure the scripts, and define the target CI details and inputs.

**Step 3:** Configure the Scheduler

Configure a new scheduler and define the name and basic details. Define the frequency option as follows: Frequency -> Recurring -> Weekly -> Friday.

In the Action option, select the workflow configured in step 2. In the parameter section, select the email recipient (from the management team).

Note:The workflow which must be triggered by the scheduler must be defined here in Actions.

**Step 4:** Invoke and execute the workflow

The configured scheduler invokes and executes the configured workflow internally when the defined conditions are met.

The API Trigger executes the configured workflow. A connection will be established with the HRMS tool, and the list of newly hired employees will be captured and delivered to the management team through email. This step marks the end of the task.

### **Use Case 2**

**![](https://docs.symphonysummitai.com/download/thumbnails/440697118/AS-%20server%20maintenance%20icon.jpg?version=1&modificationDate=1664804434213&api=v2)Server Maintenance Process**

Restarting of the Windows Servers at end of the month during non-business hours for Server Maintenance.

**Step 1:** Write the scripts

Create the scripts for the following parameters: (based on the requirement)

- Clean up the temporary files and remove the junk files.
- Establish a connection with a server and track the status (Connected/Disconnected).
- Initiate a restart.

**Step 2:** Configure the Workflow

Configure a new workflow, configure the scripts, and define the target CI details and inputs. **Step 3:** Configure the Scheduler

Configure a new scheduler and define the name and basic details. Define the frequency option as follows: Frequency -> Recurring -> Monthly -> 31st -> 1AM.

In the Action option, select the workflow configured in step 2. In the parameter section, select the email recipient (for the entire organization).

Note:The workflow which must be triggered by the scheduler must be defined here in Actions.

**Step 4:** Invoke and execute the Workflow

The configured scheduler invokes the configured workflow internally when the defined conditions are met.

A communication email about the server maintenance will be sent and the windows server will be restarted on the selected devices. This step marks the end of the task.

### **Use Case 3**

**![](https://docs.symphonysummitai.com/download/thumbnails/440697118/AS-%20cloud%20billing%20icon.jpg?version=1&modificationDate=1664804872376&api=v2)Collection of Cloud billing information**

Schedule a weekly automation job to connect to public clouds like AWS and Azure to collect the billing data and send the report to the application owner.

**Step 1:** Write the scripts

Create the scripts for the following parameters (which might involve multiple scripts).

- Connection to the Public Cloud.
- Capturing billing information.
- Sharing the report with the application owner.

**Step 2:** Configure the Workflow

Configure a new workflow, configure the scripts, and define the target CI details and inputs.

**Step 3:** Configure the Scheduler

Configure a new scheduler and define the name and basic details. Define the frequency option as follows: Frequency -> Recurring -> Weekly -> Any day in the week.

In the Action option, select the workflow configured in step 2.

Note:The workflow that must be triggered by the scheduler must be defined here in Actions.

**Step 4:** Invoke and execute the Workflow

The configured scheduler invokes the configured workflow internally when the defined conditions are met.

A connection will be established with the public cloud, the billing data will be captured, and the report will be delivered to the application owner. This step marks the end of the task. Advantages of automating these processes are:

1. Saves time in information delivery and removes human intervention.
2. The acquired information will be current and consistent across the system.
3. Automating these recurring tasks saves time and effort.

### Feature Capabilities

![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20Feature%20capabilities.jpg?version=1&modificationDate=1664806083643&api=v2)

Figure: Automation Scheduler- Feature Capabilities

### Steps to configure and view Automation Scheduler

1. Configure the Workflow
2. Configure the Scheduler
3. 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 or team or individual. In Workflow, conditions are defined. If this condition is met, the defined Scripts are executed. This does not require any manual intervention. Using drag and drop, you can add a Script or Condition to the Workflow.

Note:To know more about Workflow Configuration with API Trigger, read [API Triggers for Workflows](https://help.symphonysummitai.com/service-automation/docs/api-triggers-for-workflows-in-service-automation).

#### 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. ![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20flowchart.jpg?version=1&modificationDate=1664806473482&api=v2)

Figure: New Scheduler Flowchart

**To configure a new scheduler, perform the following steps:**

1. Navigate to **Orchestration > User > Orchestration.**
2. In the Orchestration application, navigate to **Automation Schedulers** in the left pane.  
The Automation Schedulers list page is displayed.   
![](https://docs.symphonysummitai.com/download/attachments/440697118/Automation%20Scheduler-%20List%20page.jpg?version=1&modificationDate=1664806915762&api=v2)   
Figure: Automation Schedulers: Schedulers page
3. Click the **“+”** icon at the top right corner, which is the **New Scheduler** option.    
A **New Scheduler** page is displayed.
4. 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.
5. Click **NEXT**.   
![](https://docs.symphonysummitai.com/download/attachments/440697118/New%20Scheduler-%20General%20Tab.jpg?version=1&modificationDate=1664807129783&api=v2)   
Figure: New Scheduler page: General Tab   
  
6. In the **Frequency** tab, configure the frequency of the scheduler.    
Select the desired **Scheduler Type**.    

Information:There are 2 Scheduler Types namely, One Time and Recurring.     
One Time option can be selected if a scheduler for a particular workflow(s) must be executed only once.     
The Recurring option can be selected if a scheduler for a particular workflow(s) must be executed multiple times. 

CASE 1: Select the **One Time** checkbox. Specify the **Start Date** and **Start Time** of the scheduler.

Note:The specified start date and start time should not be lesser than the current date and time. Select the **Timezone** from the drop-down.   
Click **NEXT.**   
![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20New%20scheduler-frequency-%20one%20time.jpg?version=1&modificationDate=1664807734363&api=v2)   
Figure: Frequency Tab- One Time   
  
CASE 2: Select the **Recurring** checkbox.     
Scenario 1: Select the **Daily** option.     
    
*In Daily Frequency, select the **One Time** checkbox.    
Specify the **Start Date** and **Start Time** of the scheduler.   

Note:

The specified start date and start time should not be lesser than the current date and time.

Select the **Timezone** from the drop-down.     
Select the desired **End Type** from the available options.    
Click **NEXT**.  
![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-New%20scheduler-%20frequency-recurring-daily-onetime.jpg?version=1&modificationDate=1665034932368&api=v2)   
Figure: Frequency Tab: Recurring: Daily-One Time    
  
*In Daily Frequency, select the **After Every** checkbox.    
Specify the desired **Every** and **Time** options from the drop-down.    
Specify the **Start Date**, **Start Time**, and **End Time** of the scheduler.    

Note:The specified start date, start time, and End Time should not be lesser than the current date and time.

Select the **Timezone** from the drop-down. Select the desired **End Type** from the available options. Click **NEXT**. ![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-Frequency-recurring-after%20every.jpg?version=1&modificationDate=1665035157309&api=v2) Figure: Frequency Tab: Recurring: Daily-After Every

Scenario 2: Select the **Weekly** option    
Specify the **Start Date** and **Start Time** of the scheduler.   
   

Note:The specified start date and start time should not be lesser than the current date and time. 

Select the **Timezone** from the drop-down.

Select the desired days on which you wish to execute the recurring scheduler by choosing the option on **Schedule on These days** drop-down.   
Select the desired **End Type** from the available options.   
Click **NEXT**.    
![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-frequency-recurring-weekly.jpg?version=1&modificationDate=1665035533747&api=v2)   
Figure: Frequency Tab: Recurring- Weekly    
Scenario 3: Select the **Monthly** option.    
Specify the **Start Date** and **Start Time** of the scheduler.   

Note:The specified start date and start time should not be lesser than the current date and time.   

Select the **Timezone** from the drop-down. 6. In the **Actions** tab, configure the action for the scheduler. Select the desired Workflow (which is configured for API Trigger event) from the drop-down, which is a mandatory field. The mapped **Parameter** will be displayed. Enter the relevant Value in the box. Click **SUBMIT.** The Scheduler will be created successfully, and you will be directed to the List page.

Note:The workflow that must be triggered by the scheduler must be defined here in Actions. 

![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20Actions%20tab.jpg?version=1&modificationDate=1665035715715&api=v2) Figure: New Scheduler page: Actions tab

Choose the **Select Date** and **Select Month** option from the drop-down.    
Select the desired **End Type** from the available options.   
Click **NEXT**.     
![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-frequency-recurring-monthly.jpg?version=1&modificationDate=1665035619118&api=v2)   
Figure: Frequency Tab: Recurring- Monthly

#### Analyzing the Automation Schedulers List page

The Automation Schedulers List page provides a consolidated view of all the configured Schedulers and provides a provision to perform certain crucial actions on the same page. ![](https://docs.symphonysummitai.com/download/attachments/440697118/Analysing%20Automation%20Schedulers%20List%20Page.jpg?version=1&modificationDate=1665035836458&api=v2) Figure: Automation Schedulers List page- Part 1

![](https://docs.symphonysummitai.com/download/attachments/440697118/AS%20list%20page%20part%202.jpg?version=1&modificationDate=1665035887640&api=v2)

Figure: Automation Schedulers List page- Part 2

The following table provides information about Scheduling status depicted at the top of the Automation Schedulers List page:

| Scheduling Status | Description |
| --- | --- |
| Total | Displays the total number of configured schedulers. |
| Scheduled | Displays the number of scheduled workflows. |
| Success | Displays the number of schedulers that are executed successfully. |
| Failure | Displays the number of schedulers that failed the execution. |

Note:The new configuration created in Automation Scheduler will be in "Scheduled" state by default.

The following table describes the fields on the Automation Schedulers List page:

| Field | Description |
| --- | --- |
| Scheduler Name | Indicates the name of the configured schedulers. |
| Scheduler Description | Displayed the specific descriptions of the configured schedulers. |
| Scheduler Type | Indicates the type of the configured scheduler, whether One Time or Recurring. |
| Scheduler Frequency | Indicates the frequency of the configured scheduler, whether daily, weekly, monthly, etc. |
| Last Execution Time | Indicates the last execution time of the configured scheduler. |
| Next Execution Time | Indicates the next execution time of the configured scheduler. |
| Active | Indicates the Active status of the configured scheduler. It can be True or False. |
| Created Time | Displays the creation time of the configured scheduler. |
| Created By | Displays the username who created the configured scheduler. |
| Updated Time | Indicates the configured scheduler’s updated time. |
| Updated By | Displays the username who updated the configured scheduler. |
| Work Flow Name | Indicates the name of the workflow which will be triggered for the configured scheduler. |
| Job History | Provides the status report of the configured schedulers based on the selected dates. Head to View Job History/Execution History to know more information. |
| Run Now | Enables immediate execution of the configured scheduler. Head to View Job History/Execution History to know more information. |

The following table describes the icons on the Automation Schedulers List page.

| Icon | Description |
| --- | --- |
| New Scheduler![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20%2B%20icon.jpg?version=1&modificationDate=1665303777458&api=v2) | To create/configure a new scheduler. |
| Filters ![](https://docs.symphonysummitai.com/download/thumbnails/440697118/AS-%20filters%20icon.jpg?version=1&modificationDate=1665303831047&api=v2) | To filter different scheduler information by selecting different criteria. ![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20filter%20total%20view.jpg?version=1&modificationDate=1665303866468&api=v2) **NOTE**: The columns available in the filter criteria are fixed throughout. Commonly used filter conditions can be saved using **Save/Update** Filters option. |
| Edit Columns ![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20Edit%20columns%20icon.jpg?version=1&modificationDate=1665303958263&api=v2) | To choose the columns to be displayed on the list page and configure their display order. |

3. **View Job History/Execution History**

The Job History option provides the status report of the configured schedulers (Success or Failure) based on the selected dates. This option helps in analyzing all the previous activities of the scheduler and assists in better decision-making.

![](https://docs.symphonysummitai.com/download/attachments/440697118/Job%20History%20page.jpg?version=1&modificationDate=1665304111606&api=v2)

Figure: Job History pop-up

**Run Now**- The Run Now option enables the immediate execution of the configured scheduler. When the scheduler is in “*Disabled*” state, the Run Now option cannot be executed.

Note:*Last Execution Time* and *Next Execution Time* values will not be impacted by the Run Now option.

![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20run%20now%20confirmation%20msg.jpg?version=1&modificationDate=1665304282421&api=v2) Figure: Run Now confirmation message pop-up ![](https://docs.symphonysummitai.com/download/attachments/440697118/AS-%20Run%20now%20success%20message.jpg?version=1&modificationDate=1665304324244&api=v2) Figure: Run Now success message pop-up

### Search Control

Using Search control, you can filter data across all columns. This acts as a one input search control for the list page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684992002202.png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A01%3A00Z&se=2026-10-26T12%3A01%3A00Z&sr=c&sp=r&sig=FVdsS76wTgdbMowkPGLqeCq90s8l%2FfcAeHnWIQhCiXs%3D)

Figure: Search Control