Scheduling actions - Native and Classic Web UI

You can schedule actions to run based on a time and date or based on an event.

You use the Scheduler to run actions automatically at specific times, when files are present, or when certain events occur.

In the native UI, select Tools > Scheduler in the menu bar or click Schedule in the toolbar.

Each action and host action branch in the active tree pane is listed in the schedule table. Scheduled actions are listed at the top and unscheduled actions are listed below. Sorting by columns only affects the scheduled action rows.

A schedule of actions that you can edit appears.
Select the action you want to schedule. You can right-click the action row and select Schedule, double-click the action row to select the action and display the Scheduling dialog box, or single-click the action row and click the clock icon.
Alternatively, you can right-click a host or user mailbox action in the Active tab of the tree pane.

The Scheduling dialog box appears.
In the Scheduling dialog box, select the Run this action automatically check box to enable the following scheduling options.
- polling for files: checks your folder for the files at intervals you define and runs the action when files are present. See Scheduling actions to run automatically by polling for files.
- scheduled date/time: applies date- and time-based scheduling for your action. See Scheduling actions to run at specific dates and times.
- events: runs the action when the selected event occurs. See Scheduling actions to run based on events. Cleo Harmony and Cleo VLTrader applications only.
Note: If you selected an action that is already scheduled, you can click Edit to modify the existing schedule. You can also clear the Run this action automatically check box to unschedule the action.
When you finish specifying values for scheduling parameters above and click Schedule.
The Scheduling dialog box is dismissed and the new schedule information is displayed on the Schedule page

By default, the schedule does not automatically start when the application is started. You can, however, configure your system to run schedules at start up using the property Automatically run schedules at startup. See Other system options.

For the Cleo LexiCom application, the schedule will only run one action at a time. If more than one action is scheduled for the same time, the actions are run sequentially. If a scheduled action is still running when another action's scheduled time arrives, the action is not started until the running action ends.

For the Cleo Harmony and Cleo VLTrader applications, you control concurrently running scheduled actions using the property Allow Scheduled Actions to Run Concurrently. See Other system options.