Automation
Scheduled jobs

A scheduled job fires a trigger event on a cron timetable, so workflows can run on time instead of on a user action. Find them at Automation > Scheduled Jobs (/automations/scheduled-jobs). The page shows Total Schedules, Active Schedules and the Next Dispatch, plus a list with search and resource and status filters.

Scheduled Jobs page with the schedule summary, filters and the Create Schedule button

Create a schedule

  1. Click Create Schedule.
  2. Under General Information enter a Name (at least 2 characters) and optional description.
  3. Under Execution Configuration set the Cron Expression (the Cron Helper assists) and the Event to Trigger.
  4. For resource-based events pick the resource (Contracts, Licenses, Customers, Projects, Contacts). The dialog shows Generated Query Logic: the event fires once for each matching record. Without filters it queries all records in the table, so the dialog warns you.
  5. For a single event, use the JSON Payload under Event Payload Configuration; it must be valid JSON.
  6. Save. Existing schedules are edited with the same dialog (Edit Schedule) and can be deleted from the list.

Then connect a workflow

A schedule only fires the event. Create a workflow whose trigger is that same event (see automation/create-workflow), otherwise the Run Log shows No Match for it.

Tips

  • The cron expression uses the standard five-field format (minute, hour, day of month, month, day of week), for example 0 8 * * * for every day at 08:00. Times use each job's configured timezone.
  • Keep filters tight so the job does not fire for every record.
  • Check the Run Log after the first scheduled time to confirm it ran.