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.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Overview page, click Schedule New Process.

3. In the Schedule New Process window, enter Associate Orchestrations in the Name field and press Return.

4. Select the process and click OK.

5. You can run the process immediately by clicking Submit and also set it up to run regularly:

   1. Click Advanced.

   2. Click the Schedule tab.

   3. Select the Using a schedule option.

   4. Select the frequency and start date.

   5. Enter an end date far in the future.

   6. Click Submit.

6. 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.

Note: Imported records aren't automatically associated with the appropriate active orchestration. You must run the Associate Orchestrations process to associate imported records to new orchestrations as soon as the import successfully completes.