Overview
Automated Jobs (Auto Jobs) allows administrators to schedule predefined system processes to run automatically in 1place. Instead of manually performing certain recurring tasks, an administrator can configure an automated job and specify when it should run.
Automated Jobs can be used for processes such as:
Integrations - Run scheduled integration-related processes.
Invoicing - Automatically process certain invoice-related tasks.
Inventory - Run scheduled inventory processes.
Quotes - Perform scheduled quote-related tasks.
System Maintenance - Run certain system maintenance processes automatically.
When setting up an Automated Job, administrators can:
Select the Job Name for the process they want to automate.
Enable or disable the automated job.
Configure the settings specific to the selected job.
Select a Recurrence Pattern.
Schedule the job to run Daily, Weekly, or Monthly.
The available jobs and their specific functions may vary. This article explains how to access and configure Automated Jobs, along with instructions for the individual automated processes available in 1place.
Help Topics
Accessing Automated Jobs
Managing Automated Jobs
Configuring Specific Automated Jobs
Job-specific How To's will be added as each automated process is documented.
Accessing Automated Jobs
How to Access Automated Jobs
Automated Jobs can be accessed through the System settings in 1place.
To open Automated Jobs:
Click the Gear icon in the upper-right corner.
Select Settings.
Under the Settings options, select System.
Select Automated Jobs.
The Automated Jobs screen displays the automated jobs available in 1place and allows administrators to create and manage scheduled processes.
Managing Automated Jobs
Automated Jobs can be configured to run a specific system process automatically based on a schedule.
How to Create a New Automated Job
To create a new Automated Job:
From the Automated Jobs screen, click New Automated Jobs.
The New Automated Jobs window will appear.
Check Is Enabled if the job should be active after it is saved.
Select the appropriate process from the Job Name dropdown.
Review the fields that appear below Job Name.
The fields displayed may vary depending on the selected job. Each automated job can have its own settings and requirements. The job-specific fields and their functions are explained in the individual How To section for that automated job.
Configure the Recurrence Pattern to determine when the job should run:
Daily
Weekly
Monthly
Review the schedule displayed under Cron.
Click Save to create the Automated Job.
Note: The fields and options displayed after selecting a Job Name are specific to that automated process. Refer to the corresponding job-specific How To section for instructions on configuring those fields.
How to Modify or Edit an Automated Job
Existing Automated Jobs can be updated when you need to change their settings, schedule, or other job-specific information.
To edit an Automated Job:
- From the Automated Job List, locate the automated job you want to modify.
- Under the Action column, click the Pencil icon.
- The Automated Job screen will appear.
- Modify the fields as needed.
- Click Save to save the changes.
Note: The fields available for editing may vary depending on the selected automated job.
How to Delete an Automated Job
If an Automated Job is no longer needed, it can be deleted from the Automated Job List.
To delete an Automated Job:
- From the Automated Job List, locate the automated job you want to delete.
- Under the Action column, click the X button.
A confirmation message will appear:
- Click Yes to proceed with the deletion.
