Time-based automations are scheduled jobs that run automatically based on a defined timetable. This window provides a comprehensive overview of all the available automations within the system.
Navigation Path
Automations > Automations > Time-Based
Information Displayed
The table below describes each column available in the Time-Based Automations window:
Column | Description |
|---|---|
Name | The user-defined name for the automation. Names do not need to be unique within the system. |
Job/Actions | Displays the automated tasks the system will perform. Click here for a complete list of available jobs. |
Owner | The creator of the automation. Ownership cannot be transferred. |
Next Execution | Indicates the next scheduled execution time. Only the nearest date is shown, even if there are multiple future executions. The schedule is set in the Schedule Time-Based Automation (window). |
End Date | Shows when the automation is scheduled to stop. The schedule is configured in the Schedule Time-Based Automation (window). |
Errors | Displays the number of errors encountered. Note that an error does not necessarily mean the job failed. The date and cause of the most recent error can be found in the Details section. |
Status | Displays the current status of the automation. Available statuses include: |
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To deactivate an automation, click the Deactivate button. If reactivated, the automation will continue according to its schedule. |
Available Actions
Below are the actions you can perform within the Time-Based Automations window:
Action | Description |
|---|---|
Create | Creates a new automation. Opens the Edit Time-based Job (window). |
View | Opens an automation in view mode, where you can see the settings and schedule but cannot make changes. This action is available for all automation statuses. |
Edit | Opens the Edit Time-based Job window in edit mode. Only inactive automations can be edited. |
Schedule | Opens the Schedule Automation window. This action is available only for inactive automations. You cannot change the schedule of an active automation. |
Copy | Creates a copy of the selected automation. The copy will have the default name "Copy of (original name)" and will inherit the same job, settings, and schedule. You can then edit the copied automation. This action is available for all statuses. |
Run Once | Executes the selected automation immediately, outside its regular schedule. This is useful for testing. This action is available for all statuses. |
Activate | Activates the selected automation, changing its status to Active, Scheduled, or Active, Running. |
Deactivate | Stops the selected automation, changing its status to Inactive or Deactivated. A deactivated automation will not run. |
Details Section
The Details area provides more specific information about a selected automation. The fields may vary depending on the job:
Details | Description |
|---|---|
Executions | Shows the total number of times the automation has run. If deactivated and reactivated, the count continues from the previous total. |
Last Execution Date | Displays the date and time of the most recent execution. Only the latest execution is shown. |
Next Execution Dates | Shows up to three upcoming execution dates, even if more are scheduled. |
Date of Last Error | Shows the date and time of the most recent error. An empty field indicates no errors have occurred. |
Cause of Last Error | Provides the error message from the system. If the field is empty, there have been no errors. Contact your customer representative for assistance if needed. |
General Page Options
These options allow you to customize your view and manage entries:
Options | Description |
|---|---|
Show | Use this drop-down to filter which entries are displayed. You can choose to display active or archived entries. |
Filter Functions | Filter the displayed entries based on specific criteria. You can combine multiple filters for precise results. |
Remove Filter | Removes any applied filters, displaying all available entries again. |
Visible Rows | Adjusts the number of entries displayed per page (10, 20, 50, or 100). |
Arrows | Navigate between pages of entries using the arrows at the bottom of the page. These appear if not all entries can be displayed on one page. |
Select All | Selects all visible entries on the current page. |
Archive | Archives selected entries. |
Delete | Deletes selected entries after confirming your choice. |