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

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 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:

1. Navigate to Schedulers > Manage Schedulers > New Scheduler.

2. 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 page: General Tab
   

3. In the Frequency tab, configure the frequency of the scheduler.

   Select the desired Scheduler Type.

   Note

   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.

   

   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.

   

   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.

   

   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.

   

   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.
Choose the Select Date and Select Month option from the drop-down.
Select the desired End Type from the available options.
Click NEXT.  

Figure: Frequency Tab: Recurring- Monthly

4. 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 which must be triggered by the scheduler must be defined here in Actions.

Figure: New Scheduler page: Actions tab