You can automate workflows in Financial Consolidation by setting up a schedule. The workflow process runs automatically at times you choose, without you having to start them manually. 

Create a Schedule for a Workflow

To create a scheduled workflow, first create a workflow or open an existing one. Workflows are stored in the Explorer module.   

  1. Open the workflow you want to schedule, ‌saved in the Explorer module or create a workflow.
  2. Select the Scheduler tab on the toolbar. 
  3. Select the Add icon to create a new schedule, then enter a name for it. 
  4. Choose how often you want it to run, for example, every Year, Month, Week, Day, hour, or Minute.
FrequencyWhat You Can Choose
Every Year
  • Select a month: January through December. 
  • Select a day of the month: 1 through 31. 
  • Select a day of the week: Sunday through Saturday. 
  • Select an hour: 00 through 23. 
  • Select a minute: 00 through 59
Every Month
  • Select a day of the month: 1 through 31. 
  • Select a day of the week: Sunday through Saturday. 
  • Select an hour: 00 through 23. 
  • Select a minute: 00 through 59
Every Week
  • Select a day of the week: Sunday through Saturday. 
  • Select an hour: 00 through 23. 
  • Select a minute: 00 through 59
Every Day
  • Select an hour: 00 through 23. 
  • Select a minute: 00 through 59
Every HourSelect a minute: 00 through 59
Every MinuteNo other options are needed. 
  1. Set the specific details based on the chosen frequency.
  2. Select the Save icon on the toolbar.

Edit or delete a schedule 

You can edit or delete an existing schedule. 

  1. Saved in the Explorer module, open the workflow you want to edit or delete its schedule, 
  2. Select the Scheduler tab on the toolbar.
  3. Select the ellipsis next to the schedule and choose Edit.
  4. Modify the frequency and choose OK.
  5. To delete the schedule, select the ellipsis next to the schedule and choose Delete.
  6. Select the Save icon on the toolbar.