Scheduling Calculations and Recalculations

Scheduling calculations enables you to automate predefined calculated fields in an application on a recurring basis and run calculations and recalculations on-demand.

System administrators have unrestricted access to all schedules in Archer. Configuration administrators have unrestricted access to schedules in their applications, except for filter fields, reference fields, or fields being updated to which they do not have access.

Schedule a calculation or recalculation

1. From the menu, click > Application Builder > Manage Schedules.
2. On the Calculation Schedules tab, click Add New.
3. In the General Information section, do the following:
   1. Enter a name and description for the schedule.
   2. Select the application for which you want to calculate fields.
   3. In the Status field, select Active if you want the schedule to start running as scheduled once it is saved. Otherwise, select Inactive and change the status to Active later when you are ready for the schedule to start running.
   4. Do 1 of the following:
      • If the application is not a leveled application, go to the next step.
      • If the application is a leveled application, select the level where the fields on which you want to execute a calculation resides.
4. In the Notifications section, select Send Job Status Notification (regardless of whether it was successful or not).

   Note: Job Status Notifications are only sent if notifications have been configured for scheduled calculations in this application. For instructions, see Adding Admin Notifications.

5. In the Recurrences section, select the frequency, start time, start date, and time zone in which you want to run the schedule.
6. In the Filters section, create search filters to identify only the records on which you want to execute a calculation.
7. Click Save.
8. (Optional) Click to return to the Manage Schedule page.

Manage schedules

1. From the menu, click > Application Builder > Manage Schedules.
2. Do any of the following:
   • To edit a calculation, click the schedule name or, in the Actions column, click . Update the scheduled calculation as necessary, then click Save.
   • To delete a calculation, in the Actions column of the scheduled calculation you want to delete, click . When prompted if you want to proceed, click Delete.
   • To run a calculation on-demand, in the Actions column of the scheduled calculation you want to run, click Run Now.
   • To run a calculation, in the Actions column of the scheduled calculation you want to run, click . When prompted if you want to proceed, click Run.

     Important: The schedule runs using the permissions of the user who initiates the run.

     The system queues a job in the Job Engine Services queue. When the job is complete, you can view the run report (see step 3).

     Note: The progress bar reflects both number of actions as well as number of records that are being processed. The progress bar is proportioned by number of actions, and the proportion of an action reflects the progress of the action.

   • To email a schedule, click the schedule you want to share and click .
3. (Optional) To view the schedule run details, do the following:
   1. Click the Schedule Run Details tab.
   2. In the Report column for the schedule you want to view, click .

      The report provides information and statistics about the schedule job. If the job is still running, you can click Refresh to load the latest results.

   3. To close the report, click OK.