Scheduling Automatic BP Record Creation Based on a Template

You can schedule automatic BP record creation runs that are based on a BP template. The templates must have a status of Complete before you can define and activate the schedule.

For information on manual creation from a BP template, see Creating a BP Record from a Template.

Note:

BP creation cannot be scheduled from a template in projects/shells that have the View-Only or Inactive status.
If the value in a BP picker does not meet the filtering conditions that have been configured for the BP template, the system does not create the record. If the Auto-email creator if scheduled creation fails option is selected on the Schedule tab, the system notifies you of the failure.

To define a BP creation schedule:

Go to the shell tab, and switch to User mode.
In the left Navigator, select a BP that you want to use.
From the toolbar, select Actions, and select Create From Template.
In the Template List, select a template to use for the automatically created BP records.
In the right pane, select the Schedule tab.
Complete the Schedule tab as described in the table shown below.
Select Save.
The schedule is active if the template status is Complete.

In this field	Do this
Enable scheduled record creation	Select this checkbox if you want to enable automatic record creation based on the schedule defined below.
Frequency	The frequency determines how often the new records are created from the template. The options are: Daily Weekly (select the day of the week) Monthly (select the day of the month) Quarterly (runs on the last day of the calendar quarter) Yearly (runs on the last day of the calendar year) All scheduled record creation is performed at 11:59:59 PM (PST).
Range of Recurrence	Choose one of the options: No end date (runs until changed or schedule is disabled) End by (select an end date)
Auto-email creator if scheduled creation fails	Select this option if you want the template owner or creator to receive email notification if the scheduled creation fails. The email will contain location information so that the recipient can see where the auto-creation originated, and where it failed.

Last Published Friday, October 17, 2025