The extension is designed to create cases on a given schedule with pre-filled information automatically. Various options are available to generate the schedule, depending on the required tasks.

For example, it can be used to create requests for maintenance of server rooms or telecommunications equipment, check for updates from vendors, check employee billing, and payroll, or generate orders for the purchase of stationery.

To configure [Case] creation by schedule, follow these steps:

1. Go to the [System designer];

2. Open the [Lookup] section;

3. Filter the entries in the section by the [Case schedule] static lookups group;

4. Find and open the [Case schedule] directory:

   

5. Create records of the required schedules:

   

6. Fill in the name of a new case schedule. The following fields are:

   • Schedule: description of the generated schedule;
   • Process name: generated automatically, not editable;
   • Pause: a checkbox that allows you to stop the process of generating cases. When this checkbox is activated, no requests will be created.

7. Go to the [Scheduling] tab and select the necessary schedule type in the corresponding field and fill in the related schedule parameters;

8. After all scheduling fields are filled, press the [Generate] button. This button generates a CRON expression to create records at the correct time and sets it to the [Schedule] field;

9. Go to the [Formation of applications] tab and add necessary case default parameters;

10. Save all entered data.

Scheduling tab

This tab is designed to determine the frequency of creating a case and contains the following elements:

• Schedule type: a reference field indicating the type of schedule. Contains the following values for selection:

  • Annually;
  • By day of the week;
  • Daily;
  • Hourly at a fixed time;
  • Hourly at time interval;
  • Minute by minute;
  • Monthly by day;
  • Monthly by day of the week.

• Schedule options: a specified set of fields determined by schedule type. The set of fields is displayed according to the selected schedule type.

  

Annually schedule type