Add Schedule to a Workflow or Customer List | Vantage CX - 1.4 - Adding a Schedule to a Workflow or Customer List - Vantage Customer Experience

Vantage Customer Experience User Guide

Vantage Customer Experience
Release Number
Release Date
June 2021
Content Type
User Guide
Publication ID
English (United States)

Set up a schedule to execute the workflow or customer list on a regular basis.


Resolve any validation issues before executing the workflow or customer list.

  1. Choose one of the following options:
    Option Action
    Add a schedule to a workflow Select "" > Data preparation > Workflows.
    Add a schedule to a customer list Select "" > Customer list.
  2. Select "" > Details.
  3. Select the Schedule tab.
  4. Select Add Schedule.

    To run the workflow or customer list immediately, see Executing a Workflow or Customer List.

    The scheduled dates and times are based on the server time, which Vantage CX displays in the Set Schedule area.

    The Upcoming area on the right lists examples of the first few scheduled dates and times in both the Server and your local Local time zones, making it easy to determine when your schedule will execute.

  5. Complete the Set Schedule fields:
    1. Do one of the following in the Starts section:
      • Select Immediately to execute the workflow or customer list on this schedule today.
      • Select On to specify a start date.
    2. Set the time interval in the Repeats section using the drop-down lists and date selectors.
      Option Action
      Repeat daily Select a time.
      Repeat weekly
      1. Select the specific days of the week.
      2. Select a time.
      Repeat monthly
      1. Specify a day of the month by date or select a certain day, for example, the second Sunday.
      2. Select a time.
      Repeat yearly
      1. Select a certain day such as the first Tuesday or a specific date.
      2. Select the specific month.
      3. Select a time.
    3. Do one of the following in the Ends section:
      • Select Never to execute the workflow or customer list on this schedule indefinitely.
      • Select On to specify an end date.
  6. [Optional] Set the Advanced slider to on and specify a CRON expression.
    A CRON expression is a seven-field sequence that allows you to specify complex time combinations.
    Example Workflow Schedule
    0 0 22 ? * MON,WED * Every Monday and Wednesday at 10:00pm
    0 /5 9-17 ? JAN * Every five minutes between 9:00am-5:00pm in January
    The following table defines each field in the CRON expression:
    Field Description Valid Values Special Characters
    1 Seconds 0-59 , - * /
    2 Minutes 0-59 , - * /
    3 Hours 0-23 , - * /
    4 Day of the month 1-31 , - * / ? L W
    5 Month 1-12 or JAN-DEC (case insensitive) , - * /
    6 Day of the week 1-7 or SUN-SAT (case insensitive) , - * / ? L #
    7 (Optional) Year blank or 1970-2199 , - * /
    Add settings to both the fourth and sixth fields. One of these fields must contain ?.
    The following table defines the special characters:
    Special Character Description
    , Additional values.

    For example MON,WED,FRI in field 6 means the days of Monday, Wednesday, and Friday.

    - Range of values.

    For example, 10-12 in field 3 means the hours of 10, 11, and 12.

    * All values.

    For example, * in field 2 means every minute.

    / Incremental values and a starting value.

    For example, 0/15 in field 1 means every 15 seconds starting at 0 (0 15, 30, and 45).

    ? No value.
    L The last (final) valid value.

    For example L in field 6 means Saturday.

    Using L in field 6 with an additional value specifies a specific day of the month. For example 6L means the last Friday of the month. You can also specify an offset, such as L-3, to mean the third-to-the-last day of the month.

    Using L in field 4 will vary, depending on the month. For example 31 for January or 28 for February in a non-leap year.

    When using L, do not specify a range of values.
    W The week day (Monday-Friday) nearest to the indicated day.

    For example 15W in field 4 means the nearest weekday to the 15th day of the month. If the 15th is a Saturday, the system will execute the workflow on Friday the 14th.

    Using W will not execute a job in a different month. For example, if using 1W and the first day of the week is Saturday, the system will execute the job on Monday the 3rd, not the prior month's Friday.

    # The nth day of the month.

    For example, 6#3 in field 6 means the third Friday of the month.

    If you specify a day that does not exist, such as 3#5 for a month that does not have five Tuesdays, the system will not execute the scheduled workflow

  7. Select Save Schedule.
    The specified times are listed in the Upcoming section.