Scheduler
Scheduler holds the schedules that email a list or a report on their own. A schedule is made by pressing Schedule on the list or report; this screen shows each one with its next and last run, and lets its owner change it.
What it is for
How a list or report is put on a schedule, and what stops a run, is on Lists, boards and reports.
On save: Frequency is one of Hourly, Daily, Weekly, Monthly (anything else becomes Daily); Every (hours) is used only for Hourly and is at least 1; Format is PDF unless Excel is chosen; the To and CC lists are tidied into one comma-separated list. The next run is worked out on the company’s clock, its time zone on Company.
Only the user who made a schedule, or a consultant, may change or delete it.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Schedule Key | The schedule’s number. | Given on save from the number range. |
| Schedule Name | Its name. | Required. |
| Active | Untick to pause it. | Tick or leave clear. |
| Frequency | How often it runs. | Required: Hourly, Daily, Weekly or Monthly. |
| Every (hours) | For Hourly: every how many hours. | At least 1. Shown only for Hourly. |
| Report Object | The list or report it sends. | Set when the schedule is made. |
| View | The view it is sent on. | Set when the schedule is made. |
| Format | PDF or Excel. | Optional. Pick from the list. |
| On Letterhead | Print on letterhead. | Tick or leave clear. |
| To | Who receives it. | Required. Addresses separated by commas or semicolons. |
| CC | Copies. | Optional. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
If something looks wrong
- “A schedule is changed or removed by the user who made it, or a consultant.”
- “Number range is not defined for Scheduler (OSSC)” Add a line for Scheduler on Process Number Range.
- “The schedules table is not set up on this database.” The database is missing a setup step; call support.
- The schedule runs at the wrong hour. The company’s time zone on Company is not the one people work in.