---
title: "Overview"
slug: "overview-scheduler-module"
tags: ["Batch Processing", "Event Triggering", "Process Automation", "Create Records", "Update Fields", "Notify Recipients", "Call API", "Recurring Tasks"]
updated: 2025-02-18T07:33:52Z
published: 2025-02-18T07:33:52Z
canonical: "help.symphonysummitai.com/overview-scheduler-module"
---

> ## 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.

# Overview

A Scheduler is set to automate tasks that can reduce manual efforts. It helps to automate the iterative tasks and hence require low involvement from the Analyst.

**User Persona**: Application Designer

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715500123944.png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)

Figure: Benefits of a Custom Scheduler

### Navigation Overview

The Scheduler is configured by following the five-step process.

1. General
2. Frequency
3. Conditions
4. Actions
5. Publish

The five-step process of the **Scheduler** is detailed in the below gif.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Copy%20of%20Your%20paragraph%20text%20(4).gif?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)

Figure: Steps in Scheduler Process

### Configure Scheduler

Scheduler is configured to automate tasks to run at pre-defined regular intervals. To configure the Scheduler, perform the following steps:

> [!NOTE]
> Note
> 
> Ensure that "HANGFIRE:IsStartServer": is set to "true" in the appsettings (json file). The following are the file paths.
> 
> - RabbitMQ File > appsetting
> - Core File > API Files > appsettings.Production (This should be enabled in all the API Files) This setting is essential for the scheduler to run properly after an upgrade. If scheduler fails to execute, contact the SymphonyAI Support Team to enable the HANGFIRE key.

1. Navigate to the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712730662857.png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D) icon and select **Design Studio**.
2. Go to **Module** > Choose the Module > **Scheduler**. The scheduler page is displayed. To understand more about the list page, navigate to [Manage Scheduler](https://help.symphonysummitai.com/summit-platform/docs/manage-scheduler-module). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1713760092004.png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)Figure: Scheduler
3. Select the **Domain** and **Sub Domain** from the drop-down list and click **New**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1713760190624.png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)Figure: Scheduler List Page
4. Click **New** to configure a new scheduler.

To understand more about configuring a new scheduler, navigate to the links below for each step.

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/general%20config(4).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)](https://help.symphonysummitai.com/summit-platform/docs/define-characteristics-scheduler-module) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/schedule(1).jpg?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)](https://help.symphonysummitai.com/summit-platform/docs/set-frequency-scheduler-module) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuration(2).jpg?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)](https://help.symphonysummitai.com/summit-platform/docs/set-conditions-scheduler-module) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/business rule designer icon(8).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)](https://help.symphonysummitai.com/summit-platform/docs/define-actions-scheduler-module) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/publish%20sla(3).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)](https://help.symphonysummitai.com/summit-platform/docs/publish-scheduler-module) |
| --- | --- | --- | --- | --- |
| [Define Characteristics](https://help.symphonysummitai.com/summit-platform/docs/define-characteristics-scheduler-module) | [Set Frequency](https://help.symphonysummitai.com/summit-platform/docs/set-frequency-scheduler-module) | [Set Conditions](https://help.symphonysummitai.com/summit-platform/docs/set-conditions-scheduler-module) | [Define Actions](https://help.symphonysummitai.com/summit-platform/docs/define-actions-scheduler-module) | [Publish](https://help.symphonysummitai.com/summit-platform/docs/publish-scheduler-module) |

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/general%20config(2).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A55%3A46Z&se=2026-11-06T06%3A55%3A46Z&sr=c&sp=r&sig=Nb7GGb3%2BbllM8ZaG215zFdvoeH3f0npTjsEGFbyolVk%3D)](https://help.symphonysummitai.com/summit-platform/docs/manage-scheduler-module) |
| --- |
| [Manage Scheduler](https://help.symphonysummitai.com/summit-platform/docs/manage-scheduler-module) |

A scheduler is a software component or system that manages the execution of tasks, processes, or events according to a predefined schedule or set of rules.