Administer > Application setup > Process Designer > Adding a rule > Add a Run Scheduled Action rule

Add a Run Scheduled Action rule

Applies to User roles: System Administrator

Implementer

This rule automatically runs an action (defined by rule sets and/or backend transitions) on records after a specified length of time has passed. For example, you can use this rule to automatically close incident records that have been in a Resolved state for a certain number of days.

To add a Run Scheduled Action rule, follow these steps:

  1. In the System Navigator, click Tailoring > Process Designer > Rule Sets.
  2. Click Search to open the Rule Set form, and then select the rule set to which you want to add the rule.

    Note You can edit user-defined rule sets only. Out-of-box rule sets are labeled as Micro Focus Proprietary and cannot be modified.

  3. Click Add Rule to open the Select Rule Type page, and then click Run Scheduled Action.
  4. Type a description in the Rule Description field.
  5. Click Edit to add conditions to the rule.

    Note If you do not specify a condition, the value defaults to Always.

    When these conditions are met, a schedule instance is created and monitored by a backend scheduler.

  6. Select one of the following options to set the calculation method of the schedule instance:
    • Use field in record + interval: Enables you to configure when the rule is triggered by setting a time and an interval. To do this, you must specify a field in a record (to set the time) and a length of time (to set the interval). Enter the interval time in the Calc Interval field, and use the following time format:
      • ddd hh:mm:ss

      Note This option supports negative intervals. That is, you can specify the length of time before a time that is set in a field.

    • Use javascript to set variable actionExecutionTime: Enables you to use a JavaScript to set the time when the backend schedule is executed.

  7. Click Edit to set a further set of conditions that are applied once the time that is defined in the schedule instance is reached.

  8. In the Run Rule Set field, select the rule set that is applied to the current records when the backend schedule is executed.
  9. In the Action after Rule Set field, select the action that is performed on the current records after the rule set is applied. You can select to do nothing, save the record, or apply a backend transition. The list of available backend transitions is retrieved from the workflows of the current record's table name.
  10. Click OK to add the new rule to the rule set.

Note This rule takes locked records into account. If a record is locked when the rule is run, the action is automatically rescheduled.

Caution A scheduled action is triggered based on the interval that is configured in the rule. If a user manually updates a field that the scheduled action will update later, the user’s update will be overwritten by the scheduled action. For example, the im.schedule.unlinkAllChild Rule Set defines a scheduled action that will clear the Parent Incident field of all child incidents. If you click Unlink All in a parent incident, this scheduled action is triggered; before the scheduled action is completed, if a user manually changes the Parent Incident value of a child incident, the user’s update will be cleared later.

Related topics

Process Designer
Process Designer security model
Adding a rule
Create a rule set