Overview of Routines Dashboard

If you've the Manage Routines privilege, then you can run and view all routines created for your organization from the routines dashboard.

Here's an example of some routines created by administrators from the Routines dashboard:

From the Routines dashboard, you can run a routine on demand. This means that you run a routine immediately to view the results or to re-run a routine after correcting errors.

Routines that are scheduled to run across all data for an object are denoted by the Elevated access badge as shown in this sample screenshot.

The badge is displayed for those routines that have the Schedule routine with elevated access checkbox selected during the creation of the routine.

Note:

The checkbox is only available to users who are assigned the ZCA_SCHEDULE_ROUTINE_APPID privilege to their role. If you're working with custom objects, you'll also require the ORA_CRM_EXTN_ROLE role.

If you're using Sales in the Redwood UX, you can react in real time when a record is created, updated or deleted by triggering a routine to run immediately. Event triggers inform stakeholders of key changes so they can respond in a relevant time period. For example, event routines can create tasks, update fields and notify members of critical changes when the owner is changed on a lead, opportunity or task.

Note:

The option to Schedule Routine with Elevated Access is removed because event routines are run for all records meeting the routine trigger and rules.

Delete is also available as a quick action to delete routines that are no longer needed. When a routine is deleted, the routine definition and history are permanently deleted.

You can also activate and pause routines and view a summary of the routines. For example, you can:

• Create, view, edit, and pause routines that are currently in process
• View schedule details
• View last run results
• View list of records processed by the routine

This table describes some routine processing information that you can view at a glance from the dashboard.

Status	Name	Object	Trigger	Last Run	Last Failed	Last Updated Date	Actions
Status of the routine such as Active or Paused.	Name of the routine.	Business object associated with the routine.	Indicates how often the routine runs according to it's schedule, such as daily, weekly, monthly or yearly.	Date of the last run for the routine.	The most recent date when the routine had a run with errors.	Date the routine was last updated.	Menu action to activate, edit, pause, view or run a routine.

Select the View menu item from the Actions (three dots icon highlighted in the screenshot) menu to view a summary of the routines that were run and to drill down to the records processed.

Select a row from the Summary section to view the details for the selected run. Here's a sample screenshot: