Schedules

Schedules in Zoho Procurement let you automate recurring tasks by configuring flexible recurrence patterns such as date, time, and frequency. Based on these settings, your tasks are executed automatically at the specified intervals.

After creating a task using a simple Deluge script, you can schedule it to run at a specific time or on a recurring basis. Let’s look at a scenario to understand how this works.

Create Schedules

To automate recurring tasks, you need to create schedules. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Schedules under Automation.
• Click + New Schedule in the top right corner. You can create up to 10 schedules per module.
• Enter a Name for your schedule.
• Set the Frequency and recurrence pattern for the schedule to be executed. The supported frequencies are:
  • Daily: The task will be executed every day (or based on your recurrence pattern). You can choose to Exclude Weekends.
  • Weekly: The task will be executed once a week. Select the day of the week on which the task should be executed.
  • Monthly: Task will be executed once a month. This can be a specific date or a day in a month. For example, you can choose to execute it on the 5th of every month or the second Saturday of every month.
  • Yearly: Task will be executed once a year. You can select the month and specify the date of execution or specify the day. For example, the task can be executed on the first Sunday in January or on January 5.
• Set the Start Date & Time. The start date of a schedule cannot be more than one year from the creation date.
• Choose an expiration date in the Expires After field. The schedule can expire after some executions, on a set date, or not expire.
• Drag and drop the required components from the Elements Menu on the left to the Builder Area in the center to build the Deluge script required for the schedule.
• Click Save and Execute to execute it or click Save to save it now and execute later.

View Logs

You can view logs of the schedules that were triggered in your organization. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the schedule whose logs you want to view.
• Click the Dropdown icon next to the schedule and select View Logs. The list of all the schedules that were executed, time of the execution, and their log IDs will be displayed.

Edit Schedules

You can update the details of schedules by editing them. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the schedule you want to edit.
• Click the Dropdown icon next to the schedule and select Edit.
• Make the necessary changes and click Save.

Mark Schedules as Inactive

If you want to disable the schedules temporarily, you can mark them as inactive. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the schedule you want to mark as inactive.
• Click the Dropdown icon next to the schedule and select Mark as Inactive.
• Click Mark as Inactive.

Mark Schedules as Active

If you require inactive schedules, you can use them by enabling them again. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the inactive schedule.
• Click the Dropdown icon next to the schedule and select Mark as Active.

Delete Schedules

If you no longer require certain schedules, you can delete them. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the schedule you want to delete.
• Click the Dropdown icon next to the schedule and select Delete.
• In the following pop-up, click Yes to Confirm your action.