Tutorial - Creating Custom Days and Periods

Owned by Former user (Deleted)
Sept 10, 2019

Introduction

In this tutorial, we will create a Custom Day and period for a Calendar, and assign that Calendar to a Trigger.

Create a Custom Day

In this procedure, we will create a Custom Day, which can be applied to any Calendar.

Step 1

From the Automation Center navigation pane, select Other > Custom Days. The Custom Days list displays.

Step 2

Click the New button to display Custom Day Details for a new Custom Day and enter/select the following values:

  • Name = Thanksgiving
  • Holiday is enabled
  • Type = Relative Repeating Date
  • When = 4th
  • Day of Week = Thu
  • Month = Nov

Step 3

Click the Save button.
 

Create a Custom Period

In this procedure, we will create a custom period of days, which can be applied to any calendar.

Step 1

Click the New button on the Custom Days list and to display Custom Day Details for a new Custom Day and enter/select the following values:

  • Name = 4th Quarter
  • Period is enabled.
  • Type = List of Dates
  • Dates = 2017-10-01 and 2017-12-31.

Step 2

Click the Save button.
 

Assigning Custom Day and Custom Period to a Calendar

In this procedure, we will assign the custom day and custom period to a new Calendar.

Step 1

From the Automation Center navigation pane, select Other > Calendars. The Calendars list displays.

Step 2

Click the New button to display Calendar Details for a new Calendar and enter/select the following values:

  • Name = Custom Calendar #1

Step 3

Click the Save button.
 

Step 4

Re-open Custom Calendar #1 and click the Custom Days tab. The Custom Days list for this Calendar displays.

Step 5

Click the Edit button to display an Edit Members pop-up dialog of all Custom Days.
 

Step 6

Select Thanksgiving and 4th Quarter, and then click the Save button. Those two Custom Days now appear on the Custom Days list for Custom Calendar #1.
 

Step 7

In the Calendar Details, click the Update button.

 

Note

You also can assign a Custom Day to a Calendar by clicking the Calendars tab in the Custom Day Details.

Creating a Local Custom Day for a Calendar

In this procedure, we will create a local custom day for an existing Calendar.

Step 1

Open Custom Calendar #1 that you created in the previous procedure.
 

Step 2

Click the Local Custom Days tab to display an empty Local Custom Days list.

Step 3

Click the New button to display Local Custom Details for a new Local Custom Day, and enter the following values:

  • Name = Local Custom Day #1

Step 4

Click the Save button.
 

 
Local Custom Days #1 now appears on the Local Custom Days list.
 

Selecting a Custom Calendar for a Trigger

In this procedure, we will assign the custom calendar to a trigger.

Step 1

From the Automation Center navigation pane, click Triggers > Time Triggers. The Time Triggers list displays.

Step 2

Click the New button to display Time Trigger Details for a new Time Trigger and enter/select the following values:

  • Name = Custom Trigger
  • Calendar = Custom Calendar #1
  • Task(s) = (any task)
  • Day Style = Complex
  • Date Noun = Thanksgiving (a Custom Day created for Custom Calendar #1)

Step 3

Click the Save button.
 

Step 4

Re-open Custom Trigger and click the List Qualifying Times button to see that the trigger will run the task every year on Thanksgiving.
 

Step 5

In the Custom Trigger Details, change the following values:

  • Date Noun = Business Day.
  • Date Qualifier = 4th Quarter (a Custom Day period created for Custom Calendar #1)

Step 6

Click the Update button.

Step 7

Re-open Custom Trigger and click the List Qualifying Times button to see that the trigger will run the task every business day during the custom period, October 1 to December 31.
 



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