Follow the steps below:
Step | Action | Comment |
1. | Click Setup from the Module Tabs. |  |
2. | Click on Automation > Automation Setup from the Settings pane on the left. | |
3. | Click on the New Automation to create a new automation | The Automation type or Trigger selected on the drop down on the right is the default type. This can be changed inside the form. |
4. | Enter the Automation Name | Enter name of automation action. This name will appear in the selection list for Quick Links. |
5. | In the Automation Type, Select Scheduled Action radio button | |
6. | Select the Module from the selection drop down | Name of the module |
7. | Toggle Status | Active - this automation runs on scheduled In-active - automation does not run |
8. | Enter or select the Run Date of the automation action | Date when automation runs or commencement date if it runs repeatedly. |
9. | Enter the Run Time of the automation action | |
10. | Enable or disable Repeats check box | |
11. | If Repeats is enabled, select repeat setting : Select frequency , Daily, Weekly, Monthly, Yearly | Frequency is based on the Run Date. |
12. | Enter or select the Until Date of the automation action | |
13. | Enable or Disable Run it multiple times on run date | |
| Enable or Disable Process records only once a day | |
14. | Select Automation Selection to use for filtering records to process. If Enter SQL Statement is chosen : Type SQL Statement on Selection Value field | |
| If Select Saved Search is chosen: Click Selection Value arrow to open the selection dialog box. Select aSaved searchfrom the list | List is from selected module |
15. | Click Send Notification to and select recipient, whether Creator or Other users. If Othersis selected, type a valid email address on the field. | Defaults to the creator of the automation. Sends completion mail |
16 | Proceed with Defining Automation Steps | |
17. | Click on Save and Close. | |