Schedule Automations

You can schedule automations, collection extensions or engagements to run in Configure under System Configuration on the Roles page.

  1. Go to System Configuration > Roles.
  2. Go to the Tool Schedules tab.

  3. Click the + icon to create a new automation, collection extension or engagement.

To schedule an automation, follow these steps:

  1. In Tool Type, select Automation.
  2. In When sensor is triggered, select a sensor.
  3. In Perform Automation, select an automation.

    4. NOTE: Depending on which sensor you choose dictates which automations display in this list.

  4. In Run Mode, select one of the following:

    • Run Silently: The sensor is triggered on the agent. The automation runs in the background with no user input. It will not affect the user experience.

    • Prompt: The sensor may interrupt the user workflow so the system opens a dialog box that prompts the user to respond yes or no if the automation will run.

      NOTE: The text that displays in the dialog box to the user is added from text you entered in the Prompt field in Create Automations.

    • Notify: The sensor runs and the system opens a dialog box letting the user know that the automation will run. The user has no option to stop the automation.
    • Assist: This option only appears if it is checked on the Automations page. It adds Autofix to the sensor in Self-Help.
  1. In Run On, select one of the following:
    • Active: Checks if the sensor is active. Evaluate sensors every 15 seconds. Active is the default.
    • When sensor activates: Checks if this is the first time this sensor has activated.
    • After sensor is active: The sensor was active 15 seconds ago. It is no longer active so now it will launch after a condition is met.
  2. Minimal Interval: Determines how frequently the automation will run.
  3. Execute Once: If there are no parameters dependent on the payload, and it is set to Yes, the automation runs once.
  4. Click OK.

Schedule a Collection Extension or Engagement

  1. In Tool Type, select Collection Extension or Engagement.
  2. In When sensor is triggered, select a sensor.
  3. Collection Extension: This list only displays Collection Extensions that have parameters that the sensor can provide.
  4. In Run On, select one of the following:
    • Active: Checks if the sensor is active. Evaluate sensors every 15 seconds. Active is the default.
    • When sensor activates: Checks whether this is the first time this sensor has activated.
    • After sensor is active: The sensor was active 15 seconds ago. It is no longer active so now it will launch after a condition is met.
  5. Minimal Interval: Determines how frequently the automation will run.
  6. Execute Once: If there are no parameters dependent on the payload, and it is set to Yes, the automation runs once.
  7. Click OK.