Managing Schedulers in Activate

Schedulers in Activate automate tasks by running actions at defined times. They are commonly used for synchronisation, clean-up processes, notifications, and workflow execution.

This guide explains how to configure and manage schedulers using the Activate Scheduler Wizard.

A scheduler is a configurable resource that:

Schedulers operate in the background and automatically determine the next time they should run based on your configuration.

Open an existing scheduler or create a new one to launch the Activate Scheduler Wizard.

The wizard is divided into these key sections:

Each section contributes to how and when the scheduler runs.

The Days section defines which days the scheduler is allowed to run.

Options include:

If a day is not selected, the scheduler will not run on that day, even if all other settings match.

Example If only Monday to Friday are selected, the scheduler will not run on weekends.

The Run At setting defines the start time for the scheduler.

This is the time the scheduler becomes eligible to run on a valid day.

Example If set to 7:00 am, the scheduler will begin at 7:00 am on each allowed day.

If recurrence is not enabled, the scheduler runs once at this time.

The Recurring Tasks section allows the scheduler to run multiple times during the day.

Run Every

Enable Run Every to repeat the scheduler at a defined interval.

Common examples:

If not enabled, the scheduler runs only once per day.

Stop at

Enable Stop at to define when recurring executions should stop for the day.

This creates a daily execution window.

Example

The scheduler runs hourly between 7:00 am and 5:00 pm, then resumes the next valid day.

The Specific Dates Only field limits execution to certain days of the month.

Enter values as a comma-separated list:

This means the scheduler will only run on the 1st and 15th of each month.

This setting works alongside the selected days. Both must allow execution.

Example If the scheduler is limited to weekdays and the 1st falls on a weekend, it will not run.

The Actions section defines what the scheduler does when it runs.

Each scheduler can include one or more actions, such as:

Actions are listed in order and can typically be managed using:

You may see the following message:

This indicates that at least one action is not supported by the wizard interface.

Activate evaluates scheduler settings to determine when a job should run. It considers:

After each run, Activate automatically calculates the next valid execution time. No manual update is required.

A scheduler must be enabled before it will run.

If disabled, it is ignored regardless of its configuration.

It is common to leave schedulers disabled while:

Choose names that describe the purpose of the scheduler.

Examples:

Avoid running tasks more frequently than necessary. Short intervals are suitable for lightweight processes, while heavier jobs should run less often.

If a task takes time to complete, avoid very short recurrence intervals that could create contention or confusion.

The Specific Dates Only setting is useful for billing or reporting cycles but can make schedules harder to interpret if overused.

If the wizard cannot edit an action, confirm how it is maintained before making changes to the scheduler.

Runs once per weekday at 7:00 am.

Runs hourly throughout the working day.

Runs on the 1st and 15th of each month.

Runs repeatedly throughout the day based on the selected interval.

If a scheduler is not running as expected, check the following:

The scheduler shown in the wizard:

The message about invalid action types indicates that the action cannot be edited through the wizard and must be managed directly.

Schedulers control when actions run in Activate. The wizard allows you to define timing, recurrence, and execution rules without needing to manage runtime behaviour manually.

To manage schedulers effectively:

Schedulers, when configured correctly, provide a reliable way to automate operational tasks across the platform.