Associate Records to Orchestrations
You must associate the orchestrations you want to test or activate to existing records by running a scheduled process. The process is required only to associate existing records; new records are automatically associated with the appropriate active orchestration. You can set up the program to run periodically.
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Click
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On the Overview page, click Schedule New Process.
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In the Schedule New Process window, enter
Associate Orchestrations
in the Name field and press Return. -
Select the process and click OK.
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You can run the process immediately by clicking Submit and also set it up to run regularly:
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Click Advanced.
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Click the Schedule tab.
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Select the Using a schedule option.
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Select the frequency and start date.
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Enter an end date far in the future.
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Click Submit.
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Depending on your settings, your process runs immediately or at the intervals you specified. You can monitor its progress by searching for the process by name on the Overview page.