Automate Academy Triggers
Automate Desktop

Schedule Trigger

Chapter 2 | Automate Triggers

Learn how to set up a schedule trigger to run an Automate task or workflow at a specific date and time. Automation expert Richard Schoen gives you a guided tutorial on how to use the schedule trigger in Automate. In this video you’ll learn how to:

  • Set up the schedule trigger
  • Set time and date intervals and exclusions
  • Reschedule and reenable a schedule trigger

Watch this chapter now to learn more about the schedule trigger.



[Richard Schoen:] When an automate task or workflow needs to run, the schedule trigger in automate or the schedule condition in automate enterprise is used to determine when the task will run. From the task administrator, let's right click on the task and select edit triggers. Click the add button to create a new trigger. Then select schedule [00:00:30] to create a new schedule trigger. For the task intervals, you can select days, hours, seconds, specific days of week, specific days of month, custom, or holidays. Selecting days allows us to run a task the same time each day, if desired, or every specific number of days. Selecting hours allows us to run a task every hour or every specified number of hours. Selecting minutes allows us to run a task every so many minutes if [00:01:00] a shorter time cycle is needed. Selecting seconds allows us to run a task every so many seconds if a very short time cycle is needed, such as when pulling a directory for new files.

Selecting specific days of week allows to run a task on a selected day, Monday through Sunday, at a specified time. Selecting specific days of the month allows us to run a task on a selected day each month, January through December, at a specific time. We can also select to run only on [00:01:30] workdays, last workday of the month, last day of the month, or the selected specific day of month. Custom lets your create your own custom schedule. The task will run only on the custom dates and times specified. Use this option if there is no regular interval for the task to automatically reschedule on. Holidays. The task will run on the holidays specified. Holidays can be set up in the system settings of automate.

Let's complete the set-up of our sample [00:02:00] task schedule. Set the next launch date to run at the specified time on the next day. You can then set any exclusion dates if there are dates when the task should not run. Enable the end date setting if there is an end date for the current trigger, when it should no longer run. Normally end date will be left unchecked. If a trigger is late or missed, you can re-run immediately once this is sensed. You can ignore and reschedule the task for it's next interval, or [00:02:30] you can disable the trigger if it should not run again if missed. If the reschedule option is selected, it can be rescheduled relative to the original scheduled time, relative to the time the trigger was actually fired, or the trigger can be disabled. If a trigger is disabled, it must be manually re-enabled to run later. You can also manually disable a trigger if needed as well.


Ready for the next chapter?

Chapter 3: File Trigger