Scheduling a Run
Use the Schedule tab to schedule a run. A template can be set for a scheduled run only if it is marked as Complete (under Status). The fields in the Schedule tab are disabled until the template is marked as Complete. The following options are available in the Schedule tab:
- Schedule
- Enable scheduled record creation
Note: You can schedule auto-creation of records when the template marked as Complete (under Status).
- Enable scheduled record creation
- Frequency
- Daily
- Weekly, end of day
- Monthly
- Quarterly
- Yearly
- Range of Recurrence
- No end date
- End by
- Additional Information
- Auto-email creator if scheduled creation fails
When the template is in Complete status, and user is setting up the schedule, the Schedule tab shows the following options:
- Cancel
- Save
When the template is in Draft status, after the Creation step, the Schedule tab shows the following options:
- Cancel
- Save
Under other conditions the following two options are not available:
- Cancel
- Save
By default, the first template is selected, and the details for the first template are displayed on the right pane.
In the creation step, no template will be highlighted on the left pane. After you save, the template is added to the template list, highlighted on the left pane, and the details are displayed on the right pane.
Last Published Sunday, July 20, 2025