Schedule Tasks

You can create and run predefined tasks at the specified time intervals by scheduling your tasks in Zoho Spend. Once you’ve created your tasks using a simple deluge script, you can schedule these tasks to be executed at a particular time or on a recurring basis. Let’s look at a scenario to understand this better.

Schedules in Zoho Spend lets you schedule frequent tasks and allows you to configure various recurrence patterns like selecting the date, time, and frequency, based on which your tasks are executed.

Create Schedule

Here’s how you can create a schedule:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Schedules under Automation.
• Click + New Schedule in the top right corner.
• Enter a name for your schedule.
• Set the Frequency and recurrence pattern for the schedule to be executed. This can be daily, weekly, monthly, or yearly.
  • The available frequencies are:
    • Daily: The task will be executed every day (or based on your recurrence pattern). You can choose to exclude the weekends.
    • Weekly: The task will be executed once a week. Select the day of the week on which the task should be executed.
    • Monthly: Task will be executed once a month. This can be a specific date or a day in a month. For example, you can choose to execute it on the 5th of every month or the second Saturday of every month.
    • Yearly: Task will be executed once a year. You can select the month and specify the date of execution or specify the day. For example, the task can be executed on the first Sunday in January or on January 5.
• Set the Start Date & Time.
• Choose an expiration date in the Expires After field. The schedule can expire after some executions, on a set date, or not expire.
• Drag and drop the required components from the Elements Menu on the left to the Builder Area in the center to build the Deluge function required for your task.
• Click Save and Execute to execute it or click Save to save it now and execute later.

Edit Schedule

You can make changes to an already configured schedule. Here’s how:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the scheduled task you want to edit and click the More icon next it.
• Click Edit and make the necessary changes.
• Click Save.

Mark as Inactive

If you want to disable the schedule temporarily, you can mark it as inactive. Here’s how:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the scheduled task you want to mark as inactive and click the More icon next to the scheduled task.
• Click Mark as Inactive.

Mark an Inactive Schedule as Active

You can mark an inactive schedule as active. Here’s how:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Schedules under Automation.
• Click the More icon next to the scheduled task.
• Click Mark as Active.

Delete Schedule

You can delete the schedules you’ve created. However, if you want to disable it temporarily you can mark the schedule as inactive.

To delete a schedule:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Schedules under Automation.
• Hover over the scheduled task you want to delete and click the More icon next to the scheduled task.
• Click Delete.
• Confirm your action by clicking Delete again to delete the schedule.

View Schedule Logs

You can view logs of the tasks that were triggered from the schedules set in your organization. Here’s how:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Schedules under Automation.
• Click View Schedule Logs on the top right side of the page and view the list of all the schedules that were executed, time of the execution, and their log IDs.