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Case scheduler

The Case Scheduler runs case actions on a timetable: at a fixed moment or on a recurring basis, without a person pressing anything.

Create a schedule

  1. Open the process in the Process Designer.
  2. Open Case scheduler.
  3. Create a schedule.
  4. Choose the action and the timing.
  5. Enable the schedule.
  6. Save.

A schedule is stored with the process, so it travels with the process when it is exported and imported.

Review and change a schedule

Use the same page to review existing schedules, change their timing, or disable them.

  • Disabling stops future runs. It does not undo work already done, and cases already created or advanced stay as they are.
  • Changing the timing affects future runs only; a run in progress finishes.
  • Deleting a schedule removes it from the process definition; export the process first if you may want the configuration back.

Two different schedulers

Case Scheduler Timers in the diagram
Where This page, per process Start and intermediate timer events
Runs Case actions Starts a case, or makes it wait
Shape A list of schedules Part of the flow

If you need a case to start on a schedule, that is a start timer. If you need an action on an existing case, it is this page.

What to check after enabling

  • The action runs once, at the expected time — not twice because two schedules overlap.
  • The case it affects is what you expected; a schedule that targets the wrong state does nothing visible.
  • The activity appears in the case history, which is how you confirm it actually ran.

Permissions

Editing schedules requires design permission for the process. See Permission reference.