Scheduling featured | Comidor Platform


Scheduling 789 592 Comidor Low-code Automation Platform

Comidor can help you manage your processes and avoid losing valuable time on rescheduling a repetitive process. Scheduling does exactly this. It provides users with the opportunity to initiate a process or an application that will be repeating continuously without assuming its creators’ valuable time.

Create a Schedule

  1. In order to access Scheduling, go to Packages Icon >Process Orchestration > Scheduling.
  2. Click on the “+” icon to create a new Schedule.
  3. Fill in the Title of the Scheduling and the Basic Info.
    • Type: Select the type of Process you want to schedule. This means that a Process of type “General”,  “Event”, etc. will start in the scheduled start date and time in a repetition plan.

Process Scheduling creation | Comidor Platform

    • Business Function: Choose a categorization option (see Process map).
    • Assigned to: Click on the “Assigned to” field in order to see Comidor Users and Groups. You can assign this Process (when created) to as many people or groups as you want. This means that people you will select here, are those who should participate in this process.
    • Set Scheduled Start and Scheduled End dates and times of the Process.
    • In the Unit type choose between Workflow or Application
      • Workflow – choose the workflow you would like to be triggered every time the scheduling runs.
      • Define the Application you would like to be triggered every time the scheduling runs.
  1. Complete Schedule’s Description.Process Scheduling creation | Comidor Platform
  2. Then, you should set the repetition of the scheduling, which is actually the timeframe of the process that is about to be created, and choose which State you wish the Process to begin with. (Opened, Confirmed, Scheduled, etc.)Process Scheduling creation | Comidor PlatformComidor allows you to set the repetition of a Process (in minutes, hours, days, etc.) from a specific date to another. Choose:
    • Minutes to repeat the Process per minutes
    • Hourly to repeat the Process per hour
    • Daily to repeat the Process per day
      • You can exclude weekends by choosing “Every weekday”
    • Weekly to repeat the Process per specific day of the week
    • Monthly to repeat the Process per specific day of the month
      • You can choose an -every 2 weeks- repetition by selecting “Day 14 of every 1 month”.
      • You can choose a -last day of the month- repetition by selecting “Day L of every 1 month”.
    • Yearly to repeat the Process per specific day of a given year(s).
  3. Additionally:Process Scheduling creation | Comidor Platform
    • Choose Responsible group: The group which has the accountability of this Process.
    • Select Importance (Normal, High, Top) and Priority (Low, Normal, High, Top) of the Process, if applicable.
    • Each Process Schedule may have its core relations. So, you can Link this Process with a related Contact, Parent Template, and Personnel.
  4. Set users that will be Administrators and Process’s Supervisor. Practically, this means that these users will have access to the created Process, even if you have not added them in the Basic info above.
  5. For repetitive processes, that you are certain of the Start and End time, you can enable the Parameter Execute automatically. The process will be set as running at the scheduled start date and will automatically change to completed at the Scheduled end date and time. If you wish to complete the processes manually, leave this parameter unchecked.Process Scheduling creation | Comidor Platform
  6. In addition, you have to complete the following:
    • Send notification to: Fill in the Comidor Users and Groups that will receive a notification when someone comments on this Process.
    • Access rights: People or/and Groups that should have access to this Process, without being necessary to act upon it.
    • Change rights: People or/and Groups that could edit the Process details in the future. “Everyone” is chosen by default. This means that everyone who has access to this Process will have the right to modify it.
  7. The Scheduled duration must be set in order to calculate the Tasks Workload later, if applicable. So, put the scheduled duration of the Process (any type) in hours. e.g. put 0.5 for a Process that will last half an hour or 20 for a Process that is about to last 20 hours.
  8. Finally, set a Reminder:
    • Choose when to send the notification (On process completion or On process time). Or select when the reminder should be triggered (Number of Days/Number of Hours/Number of Minutes delayed or before the process completion/process time).
    • Select the user to whom the reminder will be sent.
    • Check the Email and/or SMS box if the user is to be notified via email and/or SMS.
    • Email reminders will be sent provided that the email account is connected to Comidor. SMS reminders will reach users provided that the recipient user has set a Mobile phone in his Personal Profile – this is available upon request.
  9. Click on Save to save the Schedule, on Save and New to save this Schedule and create a new one, on Save and notify when you need to save but also send a Note- Notification message to appropriate people, or Cancel to cancel the procedure.


View and Edit a Scheduling

  1. In order to access Scheduling, go to Packages Icon >Process Orchestration > Scheduling.
  2. Select a Schedule from the List view and click on it to access.
  3. A new record preview will be displayed on the right side of the screen. You can move the bar with your cursor to resize your preview, click on the full view icon, or on the “x” button to close the preview.Process Scheduling view| Comidor Platform
  4. Click on Tags to add a new Tag on the Scheduling that it may be private, group, internal or public. From this point, you can also manage old tags that have been added to that Schedule.
    • Putting Tags in Process Schedules may help you in grouping them, filtering, and finally finding them easier.
  5. Click on Links to connect Schedule with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.Process Scheduling view| Comidor Platform
  6. If you wish to Edit the Process Schedule, simply click on the pencil button on the top left.
    • Make any modifications in the Process Schedule and then press Save to save the Process Template, on Save and notify when you need to save but also send a Note-Notification message to appropriate people with the changes you made, or Cancel to cancel the procedure.
  7. Click on the Actions button:
    • To Delete this Process Schedule. A confirmation message will appear.
    • To Print this Process Schedule view.
    • Click on Link with in order to Link this Schedule with any Comidor entity (another process, account, contact, project, opportunity, etc.). A pop-up window appears.
    • Click on Notify in order to Notify a person or group of people regarding this Schedule. Watch out to Notify someone that has access to this Schedule.Process Scheduling view| Comidor Platform
  8. Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Different versions of Files that are uploaded here, may both be kept and managed. You can:
    • Open to view online or download a file or check its versions
    • Rename it
    • Delete it


Managing Schedules

  1. In order to access Scheduling, go to Packages Icon >Process Orchestration > Scheduling.
  2. Select Schedules(s) from the List view. You can Delete the selected Process Schedule(s). A check message appears in a pop-up window prompting you to be specific and check which Schedules you would like to delete. Choose between “Yes” or “No”.Scheduling actions | Comidor Platform
    • You can Link Schedule(s) with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.
    • Finally, you can Run the selected Schedules.Scheduling actions | Comidor Platform
  1. In the Scheduling table, click on the Actions button and select between Export or Print buttons to export or print the list of the Process Schedules that you are viewing at that moment or all. Regarding printing, a new tab will open in your browser; please, make sure you will follow your browser’s printing procedure.

Make sure prior to this action that you are viewing the searched or filtered or all Schedules, having them sorted and/or grouped by the way you wish. Check Data Management for more information about all these options above.