Table of contents

• Introduction
• How to Create a Schedule Type

Introduction

Schedule types define the type of schedules that you collect in the report schedules. A schedule type consists of a set of schedule and activity fields. They can be used for a report schedule once it is finished. This article explains how to create a schedule type. Want to read more about what a schedule type is? Read this article link

How to Create a Schedule Type

1. Click "New"
   On the Schedule Types page, click New in the top right to begin creating a new schedule type.
   
   

2. Enter General Information
   In the first step of the creation wizard, enter a title, country, schedule level, and industry. The title, country, and industry fields help with locating and categorizing the schedule type later. The schedule level specifies [definition and function]. Once completed, click Next.
   
   

3. Select Schedule Fields
   Schedule fields are for meta information specific to the schedules of this schedule type. Available schedule fields are listed in the left table.
   
   

   • To add schedule fields to your schedule type, select them in the left table and click Add.
     

   • To remove fields, select them in the right table and click Remove.
     

   • Choose the content control you want for each added field, then click Next Step to proceed to activity fields.
     
     

4. Select Activity Fields and Create
   Activity fields are fields that apply to all the activities in the schedules of this schedule type.
   
   

   • Add activity fields by selecting them in the left table and clicking Add.
     

   • Remove fields by selecting them in the right table and clicking Remove.
     

   • Set the desired content control for each field, then click Create to finalize the schedule type.
     The new schedule type will now be available under Schedule Types and can be selected when creating a new Report schedule.