[WorkFlow] Holiday/Dynamic Date Schedules
- Kathleen Glica
The content in this article is appropriate for: Administrators and Supervisors
SC WorkFlow (formerly known as the scripter) has the ability to create and assign custom schedules to any WorkFlow.
Part of configuring a WorkFlow is deciding whether or not it will utilize the dynamic date feature. If so, it will see every Monday-Friday as business days unless a custom calendar is attached.
If you reference shipping times of 1-3 days and you make a sale on Christmas Eve, SC WorkFlow needs to know to take the holidays into consideration. Or, perhaps you are selling items from a warehouse that doesn't ship on Mondays. Schedules help in these situations, preventing the need for agents to count days on a calendar, and reducing human error.
*Schedules are also a necessary component of Split Node testing.
This article covers:
💡 It's good practice to make schedules ahead of time. Because they are created independently from the Guided Interactions and WorkFlows, they can be made, stored, and then associated with a WorkFlow as needed.
Getting Started
If you are at this point, you probably already have an idea of what type of schedule you want to create. A few things about Schedules to keep in mind:
they can be modified at any time
they can not be cloned or copied
multiple schedules can be assigned to a WorkFlow for dynamic date usage
they can be configured weekly, monthly, or by a set of specific dates
Creating a Schedule
Click Schedules in the left-hand navigation bar
Click +New Schedule in the top left
On the New Schedule page:
Name: Label for the schedule
Description: (optional)
Type:
weekly: Displays all the days of the week (Sun-Sat).
To add a time slot, click in the gray area on the desired day, then drag the edge of the time slot left/right to lengthen or shorten it. The start and end times will adjust as you move. A 24-hour clock is used.
To delete a scheduled time slot, right click on it and choose Delete.
monthly: Displays a timeline that allows you to select a date or range of dates which would be repeated every month.
⚠️ This type of schedule goes by date only (1st, 2nd, 3rd, etc). A monthly schedule does not allow you to set a complex schedule such as "First and third Thursday of every month" since those days will fall on different dates from month to month.To add a date, click in the gray area. Click and drag to adjust to the desired date or click and drag the edge of the date to create a range of dates.
To delete a scheduled date range, right click on it and choose delete.
➡️ If you are unable to see date\time ranges past a certain point, maximize your screen!
dates: Allows you to set a range of dates that are not repeated.
By default, the Start date (listed first) will be today's date and the End date (listed second) will be tomorrow's date. Both times will display as 00:00.
To change the start/end date, click on the date, then navigate to the desired date on the calendar and click to select it.To change the start/end time, click the hours/minutes and select from the dropdown (24 hour clock format).
💡 To block a full day(s), it is advised that the start time is set to 00:00 and the end time set to 23:59
To add a separate date or date range entry, click the + button
When all of the desired dates have been added, click UpdateThe schedule you just created is now available to be used.
Assigning the Schedule to the WorkFlow
Now that the schedule has been created, it can be associated with one or more WorkFlows.
Click WorkFlows in the left-hand navigation bar
Find the WorkFlow you wish to attach the schedule to, and click to open it
Click the Edit button in the top right
Click the Dynamic date holiday scheduling text box
Begin typing the name of the schedule you want to use, or navigate through the list using the Prev/Next buttons
Click to add the schedule(s)
To remove a schedule, click the x to clear it
Click Update to save and close the WorkFlow settings
