Configure Run Scheduled Action rules

You can configure the Run Scheduled Action rules to enable Service Manager to perform scheduled automatic operations on the current record. This rule can be used in situations like automatic record closure.

For example, you might want the system to automatically close the incidents that were resolved seven days ago. To do that, first define a rule set with the Run Scheduled Action rules. You can define the rule set on the table “probsummary” that stores incident records, as shown below:

In addition to the above configurations, you also need to configure the Run Scheduled Action rules in this rule set as follows:

  • Set the conditions as follows. This only takes the low priority incidents into account.



    At run time, only when the condition is matched, this rule is executed to generate a scheduled record with the class of “scheduledAction”. Note that this rule type introduces a new back end scheduler process named “Scheduled Action processor”, which checks for the schedule records and executes them.
  • Select Use field in record + interval for the Calculation Type field
  • Select Resolved Time for the Calc Field field
    Note: Make sure the resolve time of the incident is set correctly while the incident is resolved, because the schedule execution time is calculated based on the value of that field.

  • Set 7 00:00:00 for the Calc Interval field. This means the scheduled action is executed after seven days.
  • Set the Action Condition as follows. The condition is checked when the scheduled time arrives. In this example, it is seven days after the incident is resolved. Only when the status of the incident is still Resolved, and the priority is still low at the time, the action is executed; otherwise the action is ignored.



  • Keep the Run Rule Set field empty
  • Select Backend Transition:close.any.time for the "Action after Rule Set" field. The save action is executed against the current record by the back end scheduler process when the scheduled time arrives.
Note: You can select Do nothing, Save, or one of the back end transitions.
  • The back end transition list is retrieved from all the workflows of the selected record file. Similar to Configure Run Action rules on related records, at run time, if some of the other records do not have your selected back end transition, the corresponding transition is not run.
  • You are suggested to use the same back end transition name in different workflows if these backend trasitions follow the same business logic.
  • While a back end transition is selected from the list, the interface is updated to indicate to which workflows the transition applies and to which it does not apply.

The form on which you can perform these tasks is shown below:

Note: The Run Scheduled Action rule does not support selecting work schedule and time zone in this release.

To make the Run Scheduled Action rules work at run time, make sure the back end processor “Scheduled Action processor” is started, as shown below: