Schedule a Workflow

Version:
Current
Last modified: December 15, 2020

A curator (Gallery admin) has to enable the user permission to schedule jobs before you can begin scheduling workflows. Curators can learn how to enable scheduled workflows for users in the Jobs (Schedules): Admin Interface article. Once a curator has enabled the user permission for you to schedule jobs, the link to the Schedules page appears on your Gallery toolbar.

Schedule a Workflow from Gallery

  1. In Gallery, locate the workflow you want to schedule and select it to view details.
  2. Select Schedule.
  3. (Optional) In Schedule Name, enter a name for the schedule.
  4. Select schedule occurrence: Once, Recurring, or Custom. Complete the scheduling details that appear after you select an occurrence.
    • Once: Select a specific date and time to run the workflow.
      Run the workflow once at the selected date and time.
    • Recurring: Select an hourly, daily, weekly, or monthly frequency.
       Select a daily, weekly, monthly, or quarterly re-occurrence.
    • Custom: Choose the days of the month and the months of the year you wish to schedule the workflow to run and specify a start and end date. 
      Choose the days of the month and the months of the year you wish to schedule the workflow to run and specify a start and end date. 
    • All schedule frequencies have an option to select the time zone for which it is run. Visit Schedules: Time Zone Support for more info on schedule time zones. 
  5. In Priority, select Low, Medium, High, or Critical to prioritize the workflow job. When there are multiple jobs in the queue, the job with the highest priority will run first. If you don't see this option you don't have permission to prioritize runs.
  6. In Assigned Worker, select an option to assign a specific worker to run the workflow. If don't see this option you don't have permission to assign jobs.
  7. (Optional) Enter notes about the schedule comments in the Comments field.
  8. (Optional) If the workflow must be run as a specific user to access data, select Edit Credentials.
    1. In Schedule as, type or select workflow credentials from the drop-down.
    2. Enter the password in the box, if necessary.
  9. Select Done.

Schedule a Workflow from Designer

To schedule a workflow from within Designer follow these steps:

  1. Select Options > Schedule Workflow.
  2. On the Set Schedule Location screen, select the Gallery where you want to schedule the workflow. If you have not yet added your company's Gallery, select Add Gallery and follow the steps to set up a new Gallery.
  3. If you aren't logged into the Gallery you are prompted to do so. 
  4. If you haven't saved the workflow to the Gallery you are prompted to do so. Visit Save a Workflow to Gallery for steps to do so. 
  5. You are redirected to the schedule creation page of Gallery. 
  6. Follow steps 3-10 above to schedule your workflow. 
Was This Helpful?

Running into problems or issues with your Alteryx product? Visit the Alteryx Community or contact support.