Schedule record creation from a template

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > System Definition > Templates.
    2. Select a template record.
    3. Click Schedule.
      The Scheduled Entity Generation form appears.
    4. In the Run choice list, select how frequently to create a record.
    5. Complete the schedule information.
    6. Click Submit.