AVAILABILITY

Permission: ✓ Add Time Trigger

Platform: ✓ Web ✗ Mobile

How to Create a Time Trigger

Use Time Triggers to run an automated action on a fixed calendar schedule (weekly or monthly). This guide follows the Recurrence cards in the form: pick a pattern, fill the fields that appear, then set Time and Start Date as needed.

Step 1: Navigate to Time Triggers

From the main sidebar, expand Maintenance and select Time Trigger.

Step 2: Open the creation form

Click + Create in the top-right of the list.

Step 3: Fill in the main fields

Field	What to do	Required
Name	Short, clear name for this schedule (e.g. “Weekly PM — Line A”).	Yes
Recurrence	Choose Weekly, Monthly (Specific Days), or Monthly (Last Days). Each card shows its own fields and an At time (see Step 4).	Yes
Start Date	First day the schedule may run. If this day is not part of the pattern, the first run moves to the next matching occurrence.	Optional
End Date	Last day the trigger may run; after this date it stops.	Optional
Description	Internal notes on what this trigger is for.	Optional

Execution time is set with At inside the selected Recurrence card (some layouts also show a Time row below the cards—use the same moment of day consistently).

Note: Start Date and End Date bound the schedule. End Date is a hard stop.

Step 4: Configure Recurrence

Recurrence is a required block: you pick one card (radio). Only the selected pattern’s fields apply.

Weekly

Weekly runs on chosen weekdays at one time.

1. Select the Weekly card (“Run every selected weekday at a specific time”).
2. Every: open Select Week Days and pick one or more days (Sunday–Saturday). A grey row in the list is usually hover or keyboard focus, not a finished choice. Click each weekday to add it; Every should then show tags or labels for those days instead of only the placeholder.
3. At: choose the run time from the dropdown (list is usually in 30-minute steps).

Monthly (Specific Days)

Monthly (Specific Days) runs on chosen calendar days in chosen months, at one time.

1. Select Monthly (Specific Days) (“Run on specific days of selected months at a specific time”).
2. Every: Select Months — pick which months apply (multi-select).
3. On the: Select Days of Month — pick ordinal days (1st, 2nd, … last day of month as offered).
4. At: choose the execution time from the dropdown (half-hour steps, same style as Weekly).

Monthly (Last Days)

Monthly (Last Days) runs relative to the end of selected months (last day or a few days before), at one time.

1. Select Monthly (Last Days) (“Run on the last days of selected months at a specific time”).
2. Every: Select Months — which months the rule applies to.
3. Run on: choose how the run is anchored (e.g. Schedule for month-end, then pick On the last day or 1–4 days before the end of the month).
4. At: choose the execution time from the dropdown (half-hour steps).

Example configurations

These three examples show how the same form maps to real schedules. Adjust names, dates, and times to your site.

Example 1 — Weekly line check

Piece	Value
Name	Weekly PM — Line A
Recurrence	Weekly
Every (week days)	Monday, Thursday
At	08:00 (or your preferred half-hour slot)
Start Date	Next Monday (optional; first run snaps to the next matching day if needed)
End Date	(empty — runs until you edit or disable)

Runs twice per week at the same time on the days you selected.

Example 2 — Monthly on fixed calendar days

Piece	Value
Name	Month-start safety review
Recurrence	Monthly (Specific Days)
Every (months)	All twelve months, or only e.g. January, April, July, October
On the (days of month)	1st (add 15th too if you want mid-month as well)
At	09:30
Start Date	(optional)

Runs on each chosen calendar day inside each chosen month.

Example 3 — Month-end close

Piece	Value
Name	End-of-month report
Recurrence	Monthly (Last Days)
Every (months)	Every month, or only months where closing matters
Run on	On the last day of the month (or 1 day before the end if you need a buffer)
At	18:00
End Date	(optional) last day of the fiscal year if the rule should stop

Runs relative to month end, not a fixed day number like the 30th.

Step 5: Save

Click Submit. The system computes the next run and shows it in Next Run Date on the list once the trigger is saved.

To review past executions after saves or changes, open the trigger’s detail page and use the History tab — see How to View Time Trigger History.