Overview
Scheduler
is a powerful feature in Zoho Creator that allows the application owner
to create timed actions without any user input. These timed actions
can be executed periodically based on the date and time values present
in your form or on fixed date and time. For example,
- Send
automated emails
- Email data of the view as attachments
- Schedule
Web API tasks such as geturl and posturl
- Schedule based on date
fields in your form like Birth date, Appointments, Project Deadline
etc.
Types of Schedule
Zoho Creator supports three
types of schedules.
1.
Form Schedule
Form schedules are events that are
scheduled based on a date/time field in your form. (i.e) you
will be able to specify a field in the form, whose value will be taken
as the scheduling due date (or
as start date and end date) in case of schedules with repeats like
'monthly' or 'yearly'. For example,
All tasks supported in Deluge Scripting can be configured as
Form
schedule events. For example, send mail, fetch and update records, add
records, delete records etc. The events can be
configured using drag-n-drop script builder or free-flow scripting
option.
2.
Report Schedule
Report
schedules are events scheduled based on a view in your ZC application.
(i.e) you can send your view data as reports by specifying fixed date
and time with repeats like
'monthly' or 'yearly'. The view data can be sent as an attachment in the
send mail task. Only the Send Mail task can be configured as action in
"View Subscription" schedule. For example, consider a "Sales Database"
application with a "Monthly Sales View". You can configure a schedule to
send the "Monthly Sales View" to the respective Sales managers on a
"monthly" basis.
3. Custom
Schedule
Custom Schedules
are events/actions scheduled by specifying fixed dates and time with
repeats. This will be mostly useful for tasks like sending monthly
reports, deleting previous month's records at the start of every month,
sending meeting remainders every monday etc. For example,
Execute event every day at 9:30
Execute
event every Monday at 9:30
Execute event 6th of every
month at 9:30
Execute event 5th of every September at
9:30
All tasks supported in Deluge
Scripting can be configured as Custom
schedule event/action. For example, send mail, fetch and update
records,
add records, delete records etc. The events can be
configured using drag-n-drop script builder or free-flow scripting
option.
Configuring Schedules