OnePlan

Schedule Automatic Field Rollups

Updated

This article explains how to schedule automatic field rollups. This requires field rollups to be set up. See XX.

Go to the Admin pages and select General in the navigation.

Set a Schedule for Automatic Field Rollups

  1. Expand the Schedules topic heading.
  2. Click the Edit icon next to Insights. The Edit Schedule form will open.
  3. Complete the Edit Schedule form.
    • Schedule Type: Select the type of schedule to run the rollup Import function. Options are Daily and Monthly.
    • Days of Week: Select which day(s) of the week to run the rollup Import function.
    • Time of Day: Select the time of day to run the rollup function.
    • Timezone: Select the timezone where the function schedule will run.
  4. Click SAVE. Field rollups will now automatically run on the schedule you have set.
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