A plan is a sequence of tasks that are executed based on a schedule. Plans can be used to automate the execution of multiple related tasks, such as all of the outputs generated from a set of multiple related flows.
Before you begin, please verify the following:
publication (file-based output)
NOTE: In a flow, all recipes that you wish to have executed by the corresponding task must have a defined output object. For each output object, you must create at least one write settings or publication object. During plan runs, these objects are not validated, and missing outputs are ignored.
NOTE: Parameter values are applied to a plan, but you cannot apply parameter overrides to the plan. You can apply flow parameter overrides on individual flows, which are applied at the time of plan execution. For more information, see Manage Parameters Dialog.
Identify the tasks that you wish to execute.
NOTE: You must have access to any flows that you wish to execute. See Flows Page.
Repeat the previous step to add additional tasks as needed.
Tip: You can insert tasks between other tasks. Use the Plus icon between two plan objects.
Edit the plan and repeat the above steps until the plan is ready for production runs.
Tip: While a plan is in development, you may wish to disable its schedule, which prevents execution according to the schedule. You can still run test executions using the Run Now button.
To begin, you must create a plan object.
In Plan View, you create the objects that are part of your plan. These include:
You can add a schedule object to specify the triggers when the plan is to be executed.
NOTE: A plan's schedule cannot be executed until the plan has been activated and its schedule has been enabled. If a plan with a disabled schedule has been activated, you can still execute it via the Run Now button.
When you first open Plan View, you should see an empty plan:
Plan View - empty plan
In the Add Trigger panel, you can specify the triggers when the plan is executed. You can specify one or more triggers:
For each trigger:
Timezone: Specify the timezone that applies to the scheduled time. For more information on timezones, see Supported Time Zone Values.
Frequency: You can specify the frequency of when the schedule is triggered.
In each trigger, you can specify multiple On values (e.g. Same time on Sunday and Monday).
As needed, you can specify the On value using a modified form of cron job syntax. For more information, see cron Schedule Syntax Reference.
To add more triggers, click Add another trigger and specify it.
To delete a trigger, click the X next to it.
To save your schedule, click Save.
After saving, the schedule is automatically enabled. To disable the schedule, use the slider bar.
NOTE: A plan cannot be executed if the schedule for it has been disabled.
Based on the schedule's triggers, you can define a sequence of one or more tasks that are executed.
NOTE: Before you can run a plan, you must activate the plan. Only the latest version of the plan can be activated. The activated version is used during any plan runs.
To activate a plan, click Activate.
When you activate a plan, a snapshot of the plan is taken.
If you make subsequent changes to the plan, it must be re-activated to apply those changes to your plan runs.
After you have created the triggers and tasks of your plan, you can perform a test run of the plan.