Scheduler Basics

Action scheduling consists in defining a triggering event and specifying the action to be performed when the event occurs. To simplify the process, the action scheduler provides a creation wizard offering a selection of the most commonly used triggers and actions. The following terminology is used:

Trigger Channel

Trigger Channel is the category of triggering event.

Date and Time - triggering based on date and time values
Catalog - triggering based on catalog values
Data - triggering based on business object status or attribute values
Task - triggering specifically prepared for Task objects
Ticket - triggering specifically prepared for Ticket objects

Trigger Type

Trigger Type is the actual triggering event or predefined trigger condition. Several standard trigger types are usually offered for a given trigger channel.

Trigger Channel	Trigger Type
Date and Time	Every hour at
	Action triggers every hour at the specified minute.
	Every day at
	Action triggers every day at the specified time.
	Every day of the week at
	Action triggers on the selected days of the week at the specified time.
	Every year on
	Action triggers once a year on the specified date and time.
	Every month on the
	Action triggers every month on the specified day and time.
	Once
	Action will trigger only once, on the specified date and time.
	Advanced Schedule
	Provides an editor for advance trigger scheduling: daily/weekly/Monthly/One time + Recurring period + Start date + Repeat Option
Catalog	Count rises above
	Action triggers when the number of objects in the selected catalog exceeds the specified value.
	Aggregated value rises above
	Action triggers when the value of the selected aggregated field in the selected catalog exceeds the specified value.
	Count drops below
	Action triggers when the number of objects in the selected catalog drops below the specified value.
	Aggregated value drops below
	Action triggers when the value of the selected aggregated field in the selected catalog drops below the specified value.
Data	State of object
	Action retrieves any object from the selected catalog when its selected status field reaches the selected status.
	Any object
	Action retrieves any object which appears in the selected catalog.
	Value rises above
	Action retrieves any object from the selected catalog in which value of the selected aggregated field exceeds the specified threshold.
	Value drops below
	Action retrieves any object from the selected catalog in which value of the selected aggregated field drops below the specified threshold.
	Matching object
	Action retrieves any object from the selected catalog which matches the specified filter criteria.
Task	Task with name
	Action triggers when a task with name containing the specified string is assigned to the logged in user.
	Any new task
	Action triggers when any task is assigned to the logged in user.
Ticket	Any new ticket
	Action triggers whenever a new ticket is created.

Action Channel

Action Channel is the category of actions to be triggered.

Service Task - an Escalation or Service Task actions will be triggered
Workflow - a Valuemation workflow will be started
Message - a message will be sent
Sidebar Action - a sidebar action will be called
PDF Report - a PDF report will be generated and sent
Task - a BPM task will be assigned

Action Type

Action Type is the actual action which will be triggered. One or more ready-to-use actions are provided for a given action channel.

Action Channel	Action Type
Service Task	Start Escalation
	Run Service Task
Workflow	Run Workflow
Message	Send message to me
	Send message to
	Matching object
Sidebar Action	Run Sidebar Action
PDF Report	Send PDF Report
Task	Assign Task to someone
	Assign Task to me