How-To: Schedule Your Action to Run
Overview
Scheduling an action allows it to run at a specified time.
Instructions
Actions that use Manual uploads or Marketplace as their datasource cannot be scheduled.
Navigate to Actions
Click on the Action you would like to create a schedule for or edit the schedule within. You will be directed to the
Review Action
page, or using the navigation, make your way to that page.You will be able to Set Up a Schedule for Your Action. Select Create Schedule.
Add the Days and Time (CDT) that work best for your customer and that aligns with the data source selected. When complete, select the blue Update button.
A confirmation pop-up box will show you the next run time based on your schedule. Click I’m Done to navigate back to the main page, or click Close to stay on the Review action page and continue adjusting your action.
Related articles
- How to enable Big Query for a custom alert
- How-To: Name Datasource Columns
- How-To: Manually upload data to an existing datasource
- How-To: Archive and unarchive data sources
- How-To: Create a manual datasource without validations
- How-To: Setup a datasource that requires custom data
- How-To: Create a new datasource
- How-To: Update datasource dimensions and metrics
- How-To: Create a Smartsheet Datasource
- How-To: Add a manual upload datasource