Configuring Calendars

Calendars are reusable for schedules within many processes. For example, you can define a calendar for Saturdays. When defining a workflow that you want to run on Saturdays, you reference the Saturday calendar. Other examples include a calendar that includes weekends and company holidays when IT might perform scheduled maintenance, or the last week of a fiscal quarter when IT might exclude non-essential automation or deny change requests.

The calendars feature defines the calendar to be associated with a schedule, time, or condition. This feature simplifies:

  • Reusing calendar definitions across workflows

  • Building complex calendars from other calendars

  • Viewing the workflows that run based on a specific calendar

The Calendars page displays the Display Name (along with the type), Owner, and Last Modified details. You can delete the Calendars by performing the Delete action and Change Owner using the dropdown from the Actions column. Calendars are reusable for schedules within many workflows.

  • Date List: Specify an explicit list of dates. The processes to which this calendar definition is assigned will execute on the specified dates in the calendar. You might want to use this type of calendar for workflows that run on specific days of a specific month.

  • Group: Specify a collection of other defined calendar types, such as inclusion of date list or a recurring calendar within the group calendar definition. The group calendar can contain defined recurring calendars, other group calendars, and date list calendars. You select the calendars to include or exclude in the group calendar definition. You can also add dates to or exclude dates from a group calendar.

  • Recurring: Specify a starting date for the subsequent dates and recurrence frequency. You can specify the calendar to repeat on a daily, weekly, monthly, or yearly basis.

Adding Calendar

Perform the following procedure to add a new calendar:

  1. Under Calendar Type, select the appropriate calendar type from the dropdown list and enter the following information:

    1. Date list calendar

    2. Group calendar

    3. Recurring calendar

  2. Under General, enter the name and description for the calendar.

    According to the calendar type chosen in step 1, you have to follow either step 3 or step 4 or step 5.

  3. Under Dates, click +ADD, to add dates to the calendar.

  4. Under Group Calendars, specify the following information:

    1. Under Starts, specify the start date either by entering manually or by selecting the date from calendar icon.

    2. Under Ends, specify the end date either by entering manually or by selecting the date from calendar icon.

    3. Select Includes or Excludes dates from following calendars such as All, Every Saturday, Weekdays, and so forth.

  5. Under Recurring, specify the following information:

    1. Under Starts, specify the start date either by entering manually or by selecting the date from calendar icon.

    2. Under Ends, specify the end date either by entering manually or by selecting the date from calendar icon.

    3. Under Repeats, select the appropriate information such as daily, weekly, monthly, or yearly from the dropdown list.

      1. Daily: Enter the days count for daily repeat.

      2. Weekly: Enter the weeks count for weekly repeat. You can also specify the following days by selecting the days under on the following days such as Sunday, Monday, and so forth.

      3. Monthly: Enter the monthly count for monthly repeat. 

        • Under ON, select the appropriate information such as Day, First, Second, and so forth. 

        • Enter or select the appropriate information from next dropdown list such as Day, Weekday, WeekendDay, and so forth. 

      4. Yearly: Enter the yearly count for yearly repeat by selecting month from the dropdown list. 

        • Under ON, select the appropriate information such as Day, First, Second, and so forth.

        • Enter or select the appropriate information from next dropdown list such as Day, Weekday, WeekendDay, and so forth.

  6. Click SUBMIT, to save the changes.

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