Add a periodic job

Periodic jobs functionality allows you to automate recurring tasks, such as invoicing or running macros.

You can add only optional periodic jobs.

Go to the Configuration menu → Integration → Periodic Jobs.
For details on managing periodic jobs, see the https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/periodic-jobs.html article.
Click the Add button on top of the Periodic Jobs table. You will be directed to the Add page.
Select the periodic job’s Type

Type	Description

Type	Description
Client Invoicing	Filters and selects the tasks that will be automatically added to new Client Invoices within the configured time frame. To learn more about this periodic job, see the Automate client invoicing guide.
Filter Subscription	Pulls data from a browsing view with any filter combination applied to it and sends the filtered data to the list of e-mail subscribers.
Macro Subscription	Runs a macro and sends the results to a specified Home Portal user.
Overdue Invoices Reminder	Sends notifications to a specified Home Portal user and, optionally, to the invoice signatory and the PM responsible for the jobs related to the overdue invoices.
Report Subscription	Pulls data from reports and sends it to the list of e-mail subscribers.
Time Control Synchronization Job	Aggregates the work logs of selected groups for the selected time period and sends the summary to the recipients.
Vendor Invoicing	Filters and selects the jobs that will be automatically added to new Vendor Invoices within the configured time frame.

The Text Message Delivery Check and WeLocalize Synchronization periodic jobs are deprecated.

Provide a name for the new periodic job.
Click the Save button. You will be directed to the Periodic Job page.
In the Job Configuration section, select or enter the required settings.
This section’s content depends on the periodic job type.

Field name	Description

Field name	Description
Data to be Sent	Scope of the periodic job.
View	By selecting a specific view, you can filter the data on which the periodic job will be executed. The available options depend on the Data to be Sent field value.
Recipient Subscribers	Home Portal users who will receive the results of the periodic job.
Reports and Subscribers	Select particular reports from the list and people to send them to.
Invoicing details: Invoice Type. Invoice Status. Invoice Signatory. Vendor Invoice Responsible. Invoice Items Mode. Payment Terms.	Periodic jobs related to invoicing allow the automatic creation of client or vendor invoices. You can pre-configure some of the invoice settings.
Macro	Select a macro that will be run automatically by a Macro Subscription type periodic job.
File Name Expression	You can use the following tags to generate unique file names for periodic job results exported to a .csv file: `currentDate.day`. `currentDate.year`. `currentDate.month`. `currentDate.hour`. `currentDate.minute`. `view.name`. Example: Expression for a periodic job with the selected view ‘Projects from last 30 days’: `${view.name} ${currentDate.year} ${currentDate.month} ${currentDate.day} ${currentDate.hour} ${currentDate.minute}.csv`. Result name: ‘Projects from last 30 days 2021 8 11 18 54.csv’.
XTRF Macro Executed as a Post-action	Select a macro that will be run automatically after this periodic job is executed.

In the Execution Configuration section, decide when and how often the job has to be executed:
1. With the radio button, select one of the options:
  - Daily
  - Days per Week
  - Days per Month
  - Advanced
2. (For Daily and Days per Week options) From the Type drop-down list, select whether the job will be executed Once per day or Periodically.
3. Use the fields below to specify the required schedule.
4. (For Advanced) Provide the appropriate Cron Expression.
In the Periodic Job Statistics section, you can check
1. The Number of Executions
2. Last Execution Time
3. Available logs for this job.
Click the Save button to confirm the changes.