---
title: "New Scheduler"
slug: "new-scheduler-v7sp5"
tags: ["New scheduler"]
updated: 2025-04-23T11:23:17Z
published: 2025-04-23T11:23:17Z
canonical: "help.symphonysummitai.com/new-scheduler-v7sp5"
---

> ## 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.

# 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.

## Navigation

To view the main Service Automation application page, perform the following steps:

1. Navigate to **Admin > Advanced > Automation > Orchestration**.

OR

Navigate to **Orchestration > User >Orchestration**.
2. Click the left hamburger icon to access all the options from the **MENU**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/main navig screen.png)

Figure: Service Automation - Landing page with Menu options

## View Schedulers

To view Schedulers tab, perform the following steps:

1. From the left **MENU**, select **Schedulers**.
2. From **Manage Schedulers**, select **New Scheduler** to create a new scheduler. Select **Scheduler List** to view the list of configured schedulers.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-RYDRGRI7.png)

Figure: Schedulers option

### 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

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS- flowchart.jpg)

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**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5DFFJP4V.png)

Figure: New Scheduler page: General Tab
3. In the **Frequency** tab, configure the frequency of the scheduler.

Select the desired **Scheduler Type**.

> [!NOTE]
> 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]
> 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://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS- New scheduler-frequency- one time.jpg)

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]
> 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://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS-New scheduler- frequency-recurring-daily-onetime.jpg)

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]
> 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://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS-Frequency-recurring-after every.jpg)

Figure: Frequency Tab: Recurring: Daily-After Every

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

> [!NOTE]
> 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://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS-frequency-recurring-weekly.jpg)

Figure: Frequency Tab: Recurring- Weekly

**Scenario 3:** Select the **Monthly** option.

Specify the **Start Date** and **Start Time** of the scheduler.

> [!NOTE]
> 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**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS-frequency-recurring-monthly.jpg)

Figure: Frequency Tab: Recurring- Monthly

1. 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]
> Note
> 
> The workflow which must be triggered by the scheduler must be defined here in Actions.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/AS- Actions tab.jpg)

Figure: New Scheduler page: Actions tab