Scheduled Tasks: Schedule Settings

Once a task has been defined, you can use the schedule settings to determine when the task should be performed, be it conditional on meeting certain selection requirements or after an event.  The date and time can be set to run the task on an ad hoc or recurring basis.

The Date/Time options are as follows:

Option

Description

By Minute/Hour

 

This option allows you to schedule the task to run every x minutes or hours with the option to set a date/time from/to

 

Daily

 

This option allows you to schedule the task to run every x days with the option to include/exclude weekdays or weekends, as well as to set a from/to date and a time to run

 

Weekly

 

This option allows you to schedule the task to run every x weeks with the option to include/exclude certain days of the week, as well as to set a from/to date and a time to run

 

Monthly

 

This option allows you to schedule the task to run every x months or on a specific date/day of the month, as well as to set a from/to date and a time to run

 

Yearly

 

This option allows you to schedule the task to run every x years or on a specific month/day of the year, as well as to set a from/to date and a time to run

 

Single Instance

 

This option allows you to schedule the task to run as a ‘one off’ on a particular date and time

 

On An Event

 

This option allows you to schedule the task to run x amount of time after a System Update, System Started or Virtual Variables Updated event

 

In addition to the date/time scheduling, you have the option to first conditionally test a selection e.g. export a file only if a selection has passed a count threshold, or send an email if the selection transaction costs are below projected forecasts.

  1. Tick the box Only run task if specified condition is met for given selection

  2. Use the Browse... button to navigate to the selection file you want to use

  3. You could now use the Value is: line to say, test the file has Greater than 1,000 records

  4. Alternatively, by clicking on the radio button below, you could use one of the statistics in the drop down list against a numeric/currency variable accessed by the Select... button  e.g. the Sum Cost of the transactions of the people in the selection is Greater than 1,000

 

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