TeamConnect Administrator Tools

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Several administration functions are performed by starting the related tool from the Tools page (accessed from All Services, Tools.)

Scheduled Actions Monitor

Use this tool to observe and control actions that are scheduled to execute at specific times in the future.

Note: The right to this tool must be assigned before the tool is visible to a user. The right is found under System Rights, User Rights, Scheduled Action.

All actions pending execution that have been scheduled by Scheduled Action rules, or by Custom Action rules that utilize the Scheduled Actions API, automatically get listed in the Scheduled Actions Monitor. You can use this page to view and delete pending actions when necessary.

For example, the system's Scheduled Action rules may be set to automatically create tasks for a user, but those tasks might no longer need to be created because of other circumstances. As the Administrator, you can delete the scheduled actions that are going to eventually create these tasks on the scheduled dates.

You can also create entirely new scheduled actions on an as-needed basis.

Accessing the Scheduled Actions Monitor

To access the Scheduled Actions Monitor, select Scheduled Actions from the Tools link. The Scheduled Actions Monitor opens, as shown in the following image. You must have the appropriate rights to access and view the Scheduled Actions Monitor.
Screen Shot 2017-09-21 at 11.01.00 AM.png

You can refresh the information on this screen at any time by using your browser's Refresh button.

Tasks Available from the Scheduled Actions Monitor

From this page you can do any of the following tasks:

Create a New Scheduled Action
Actions Against the Table
Activate Scheduled Actions
Delete Scheduled Actions
Run a Scheduled Action

Creating a New Scheduled Action

Create a new scheduled action by entering values in the fields at the top of the page, then clicking Add. The new scheduled action is in active status and will run at the time you specified. The following table describes these fields.

Scheduled Actions Monitor - Creating a New Scheduled Action

Field or column	Description
Name	Enter a name that describes the action.
Repeat	If this action will execute only once, keep the default value of None in this drop-down list. If this action will be executed repeatedly, choose the time interval from the list of choices. Specify the period of time between rule action repetitions after the initial execution after the rule has been triggered. Additional options will appear depending on the selection in the Repeat drop-down list. Hours and Minutes—The scheduled action will repeat after the specified number of Hours and Minutes have passed. Daily—The scheduled action will repeat every day. Select the Weekdays only check-box to set the rule action to be repeated only from Monday through Friday. Weekly—The scheduled action will repeat every week. Use the Day drop-down list to select on which day of the week the action will be repeated. Monthly—The scheduled action will repeat every month. Use the Day of the Month drop-down list to select on which day of the month the action will be repeated, from 1 to 31, or Last for the last day of the month. Yearly—The scheduled action will repeat every year. Use the Day and Month drop-down lists to select on which month and day of the year the action will be repeated.
End	Specify when the scheduled action repetitions will stop. No End Date—The scheduled action will repeat indefinitely until the rule is deleted or inactivated. This is the default option. After—The scheduled action will execute for the specified number of repetitions. Until—The scheduled action will repeat until the specified date.
Action	This drop-down list contains all the executable actions that have been uploaded to the Top Level / System / Scheduled Actions folder in Documents. Choose which action (usually a Java class file) should be associated with the new scheduled action that you are creating. The link View Scheduled Actions Folder opens this folder in Documents so that you can work with its contents, if necessary.
Start Date and Start Time	These two fields specify the first time that the new scheduled action should be run. For actions that are repeated, this time becomes the basis for all the future repetition intervals. If you enter a date and time that are in the past, and this is not a repeating action, an error message is shown.

Important: Actions that are scheduled to repeat monthly on the 29th, 30th, or 31st day of the month will not occur in months that do not have those dates. To avoid this issue, use the Last option for the last day of the month.

Performing Actions Against the Table

The table in the lower portion of the Monitor shows which scheduled actions have run and which are pending. You can take several actions by using this table and its adjacent buttons. Here are the elements of the table:

Scheduled Actions Monitor Screen

Field or column	Description
Next Run Time	All actions have a next run time, except startup actions and actions that have been deactivated. If something prevents an action from running at the scheduled time - for example, if TeamConnect itself has an outage - this time will remain unchanged.
Name	This is an optional, user-friendly name that describes the action.
Action	This is the actual file that will be run when the action runs.
Record and Rule	Many scheduled actions are the result of a scheduled-action rule running against a specific record. In this case, the name of the record appears here as a hyperlink. Clicking the name will open the record. The name of the scheduled-action rule also appears here.
Repeat	Indicates the time interval in which the action is scheduled to repeat. If it is a one-time action, this field contains none.
End	For repeating actions, describes the condition under which the repetitions will end. See "Repeat" in the Scheduled Actions Monitor table for details.
Previous Run Time	Shows the last date/time this action was run, and duration of the run. If an action failed during its last run, a failure message is shown here. For one-time actions, this field will always be empty.
Status	Inactive for actions that have been deactivated. Running for actions that are currently running. Otherwise, the Run Now button appears. Clicking the Run Now button causes the action to run immediately. Such a run does not count towards the number of repetitions before the end, if a number had been configured for this action.

Deactivating Scheduled Actions

If you deactivate a scheduled action, it remains pending but does not execute.

To deactivate a scheduled action

Select the check-box next to the scheduled action that you want to deactivate. You may select more than one check-box at once.
Click Deactivate.

The selected scheduled action(s) is deactivated and the Monitor refreshes to reflect this. The value in field Status now says "Inactive".

Activating Scheduled Actions

If you activate a scheduled action that had been inactive, it will run at its next scheduled date and time. If that date and time are already past, it will run immediately.

To activate a scheduled action

Select the check-box next to the scheduled action that you want to activate. You may select more than one check-box at once.
Click Activate.

The selected scheduled action(s) is activated and the Monitor refreshes to reflect this.

Deleting Scheduled Actions

If you have the appropriate rights, you can delete scheduled actions to prevent them from being executed.

To delete a scheduled action

Select the check-box next to the scheduled action that you want to delete. You may select more than one check-box at once.
Click Delete and confirm that you want to delete the selected scheduled action. The selected scheduled action(s) is deleted and the Monitor refreshes to reflect this.

Running a Scheduled Action

The Run Now button, if visible in the Status field for a scheduled action, can be clicked to cause the action to run immediately, notwithstanding its next scheduled run date. This button is not visible if the action has been deactivated.

Things to Remember

If a scheduled action is configured to end after a certain number of repetitions, that number is decremented each time the action is run. Even if the action fails due to an internal error or some external reason (e.g., database server is down), the number is decremented. However, running the action via the Run Now button does not decrement the number of repetitions remaining.

If an action is scheduled to run at a certain time interval, but then is deactivated, and is not re- activated until after that next scheduled run time, the action will run immediately. It will then revert to its regularly scheduled time interval.