Configure Schedules | Online Help | Qntrl

Configure Schedules

Qntrl allows users to trigger custom functions periodically or at defined time intervals using Schedules. It can be used to obtain automated updates, weekly notifications, or monthly reports in an organization.  

Business Scenarios

  1. Schedule recurring cards            
  2. Automate periodical emails 
  3. Sync business data and customer contacts
  4. Schedule monthly or weekly data backup
  5. Get hourly, daily, or weekly stats and reports
Explore more business scenarios for Schedules.

New Schedule

Schedules can be configured for three different frequencies: Hourly, Weekly, Daily, and Monthly. 

Hourly Schedules

Qntrl lets users trigger specific custom functions every hour using Schedules.
  1. Navigate to   and select Schedules under Automation .
  2. Click the New Schedule button.
  3. Fill in the details:
    1. Name: Enter a relevant name for the schedule.
    2. Frequency: Select the frequency as Hourly.
    3. Execute: Mention the frequency (hours) in which the schedule has to be executed.
    4. Start Date and Time: Select the date and time to start executing the Schedule.
    5. Expiry: Specify the condition after which the schedule must expire.
      1. Set execution limit: Set the number of executions after which the schedule will expire.
      2. Set expiry date: Select the date after which the schedule will expire.
      3. Never: Allow the schedule to run endlessly.
    6. Callback Type: Select Standalone Card or Function as callback for this schedule.
      1. On selecting Standalone Card, click Add. In the ensuing pop-up, create a new configuration or select an existing configuration of standalone cards. Learn how
      2. On selecting Function, the list of available functions will be listed in a dropdown. Choose one from the list.
  4. Click Save.  


Daily Schedules

Qntrl lets users trigger specific custom functions every day using Schedules. 
  1. Navigate to  and select Schedules under  Automation.
  2. Click the  New Schedule button.
  3. Fill in the details:
    1. Name: Enter a relevant name for the schedule. 
    2. Frequency: Select the frequency as  Daily.
      1. Exclude Days Off: Check this box to exclude the schedule on non-working days of your organization. You can configure the Days off for your organization under  Date and Time Settings of Organization Setup. 
    3. Start Date and Time: Select the date and time to start executing the Schedule. 
    4. Expiry: Specify the condition after which the schedule must expire.
      1. Set execution limit: Set the number of executions after which the schedule must expire.
      2. Set expiry date: Select the date after which the schedule must expire.
      3. Never: Allow the schedule to run infinitely.
    5. Callback Type: Select Standalone Card or Function as callback for this schedule.
      1. On selecting Standalone Card, click Add. In the ensuing pop-up, create a new configuration or select an existing configuration of standalone cards. Learn how
      2. On selecting Function, the list of available functions will be listed in a dropdown. Choose one from the list.
  4. Click  Save.  



Weekly Schedules

Qntrl lets users trigger specific custom functions every week using Schedules. 
  1. Navigate to   and select  Schedules  under  Automation.
  2. Click the  New Schedule button.
  3. Fill in the details:
    1. Name: Enter a relevant name for the schedule.
    2. Frequency: Select the frequency as  Weekly.
    3. Execute On: Select specific days to execute the schedule.
    4. Start Date and Time: Select the date and time to start executing the Schedule.
    5. Expiry: Select the condition after which the schedule must expire.
      1. Set execution limit: Set the number of executions after which the schedule must expire.
      2. Set expiry date: Select the date after which the schedule must expire.
      3. Never: Allow the schedule to run infinitely.
    6. Callback Type: Select Standalone Card or Function as callback for this schedule.
      1. On selecting Standalone Card, click Add. In the ensuing pop-up, create a new configuration or select an existing configuration of standalone cards. Learn how
      2. On selecting Function, the list of available functions will be listed in a dropdown. Choose one from the list.
  4. Click  Save.



Monthly Schedules

Qntrl lets users trigger specific custom functions every month using Schedules.  
  1. Navigate to   and select  Schedules  under  Automation.
  2. Click the  New Schedule button.
  3. Fill in the details:
    1. Name: Enter a relevant name for the schedule.
    2. Frequency: Select the frequency as  Monthly.
    3. Execute On
      1. Set expiry date: Mention a date of the month to execute this schedule. Enter a value between 1 and 31.
      2. Set specific day: Mention a specific day of the month to execute this schedule.
    4. Start Date and Time: Select the date and time to start executing the Schedule.
    5. Expiry: Select the condition after which the schedule must expire.
      1. Set execution limit: Set the number of executions after which the schedule must expire.
      2. Set expiry date: Select the date after which the schedule must expire.
      3. Never: Allow the schedule to run endlessly.
    6. Callback Type: Select Standalone Card or Function as callback for this schedule.
      1. On selecting Standalone Card, click Add. In the ensuing pop-up, create a new configuration or select an existing configuration of standalone cards. Learn how
      2. On selecting Function, the list of available functions will be listed in a dropdown. Choose one from the list.
  4. Click  Save. 



Ensure the expiry date is after the start date. Else, the schedule will be marked complete. 

Yearly Schedules

Qntrl lets users trigger specific custom functions every year using Schedules.
  1. Navigate to    and select Schedules under Automation .
  2. Click the New Schedule button.
  3. Fill in the details:
    1. Name: Enter a relevant name for the schedule.
    2. Frequency: Select the frequency as Yearly.
    3. Start Date and Time: Select the date and time to start executing the Schedule.
    4. Expiry: Specify the condition after which the schedule must expire.
      1. Set execution limit: Set the number of executions after which the schedule will expire.
      2. Set expiry date: Select the date after which the schedule will expire.
      3. Never: Allow the schedule to run endlessly.
    5. Callback Type: Select Standalone Card or Function as callback for this schedule.
      1. On selecting Standalone Card, click Add. In the ensuing pop-up, create a new configuration or select an existing configuration of standalone cards. Learn how
      2. On selecting Function, the list of available functions will be listed in a dropdown. Choose one from the list.
  4. Click Save.  


Pause/ Resume Schedule 

Qntrl allows users to pause the schedules temporarily. Once a schedule is paused the execution of the custom function is halted. However, the schedule can be resumed anytime later.  
  1. Navigate to    and select  Schedules  under  Automation.
  2. Toggle the ON/OFF button at the far end of the schedule to pause it.
  3. To resume the schedule, toggle the button ON.  



Delete Schedule

Schedules can be deleted if they are no longer required.
  1. Navigate to   and select  Schedules  under  Automation.
  2. Hover over a schedule name.
  3. Click  and select  Delete.  
  4. Confirm your action.


          

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