Create and Edit Schedules

Strategy users can create schedule objects to define when a given task is to be executed. Scheduled tasks include administrative workflows such as sending an email subscription or triggering a cube refresh.

Strategy supports two types of schedule objects:

• Time-based schedules, which execute at a set date and time or on a regular cadence. An example of a time-based schedule may be a weekly recurrence that executes every Monday morning at 9 am.
• Event-based schedules, which execute when their associated event is triggered manually or through an automated script. Event-based schedules are often associated with events such as Books Closed or On Database Load.

Prerequisite

To create a schedule or event, you must have the Create and edit schedules and events privilege.

Create and Edit Schedules

1. Open the Workstation page.

2. In the Navigation pane, click Subscriptions and click the Schedules tab.
3. Click Create Schedule.
4. Type a Name for your schedule object.
5. Select the Start date and End date for your schedule object.

6. To create a time-based schedule, from the Based on drop-down list, select Recurrence. Specify the following:

   • Repeat patterns. Choose from Daily, Weekly, Monthly, or Yearly and specify the number of days, weeks, or months between executions. Note that changing between Daily, Weekly, Monthly, and Yearly changes the available parameters for defining your schedule.
   • Trigger time. Based on the days you select, you can also choose to schedule executions during specific times or intervals.
     • To specify a regular time for the schedule to execute, select At and define the time.
     • For more continuous deliveries, select From. Specify the time window and interval.
   • Timezone. To set a custom time zone for the schedule, select it from the drop-down list.

7. To create an event-based schedule instead, from the Based on drop-down list, select Event. Choose an existing event object or create a new one.

8. A Summary of your schedule’s delivery cadence displays in the tooltip at the bottom of the editor. This description changes dynamically based on the parameters you provide for your schedule object. By default, this summary is used as the schedule's description. To create your own summary, follow the steps below:

   1. Disable Use Summary as Description.

   2. Type a description in the Summary box.

9. Click Create to save the schedule object.
10. Click Triggers or Schedules to open the Schedule Monitor. If the monitor is already open, refresh the window to display your new schedule object. The schedule object is now ready for use in subscriptions and other workflows.
Click here to view details about the Schedule Monitor.

Filter Panel Lists Name, Start Date, Recurrence, Repeat, and Expiration. You can make multiple selections from this filter and apply them to the grid. The filter summary appears at the top of the grid, and you can remove elements or clear all filter selections from there.

Schedules Grid Lists object details including Name, Recurrence, Repeat, Day, and Expiration. Columns can be shown or hidden by clicking the gear icon in the top right of the grid.