Scheduling Processes

Processes can be scheduled to run at a set interval of:

• Months
• Weeks
• Days
• Hours
• Minutes

A Schedule only controls how often a Process is triggered - for more nuanced conditions than a fixed interval allows (for example, only doing real work in the last few days of a month, or running more often during a busy period like month-end close and less often outside it), the Process itself can contain its own conditional logic (JavaScript in a scripted Process, or equivalent branching in a Visual Script) to check the current date or other state, and exit early when it's not actually time to run.

function begin() {
    const today = new Date();
    const isMonthEnd = today.getDate() >= 28;

    if (!isMonthEnd) {
        script.log('Not near month-end, skipping.');
        return;
    }

    // ...the actual work, only runs during the last few days of the month
}

Schedule the Process at whatever the finest interval you need (e.g. daily or hourly), and let this kind of check decide whether each run actually does anything.

The schedules can be created and maintained on the Schedules page. To schedule a process click on New Schedule.

Add the process you would like to schedule, the type of schedule you are setting, and the time fields that follow for the type of schedule chosen.