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The Schedule Action Wizard

The easiest way to create schedule an action is to use the 'Schedule Action Wizard'. The wizard can be called from the 'Scheduled Actions' catalog.

The wizard consists of a sequence of seven steps. Let's demonstrate its use with an example of scheduling the following action: a PDF report on current tickets will be created and sent every day at a certain time.

In This Chapter

Step 1: Select a trigger channel

Step 2: Choose trigger type

Step 3: Specify trigger parameter(s)

Step 4: Choose action channel

Step 5: Choose Action Type

Step 6: Specify parameters for the selected action

Step 7: Summarize and enable

See Also

Action Scheduler

Scheduler Basics

The Scheduled Actions Catalog

Editing a Scheduled Action