Starting Chains by Schedules or Triggers

To automatically start a chain, you can define a trigger based on:

• A set schedule of regular intervals
• The completion of another chain in your workspace
• Changes in data sources connected through a File Utilities, Anaplan, or BlackLine connection

Scheduling When to Automatically Run a Chain

To automatically run a chain on a routine basis or during a specific date range, add and set its schedules.

1

In the chain, click Chain Settings.

2

Under Schedules  alarm , click Add  add.

3

Select the timezone for the schedule, and enter the time to run the chain.

4

Under Frequency, select how often to run the chain, such as every few hours or once monthly.

5

To run the chain during only a specific time period, enter its start and end dates.

6

Click Apply.

After you add a schedule, you can manage when it runs:

• To temporarily stop a chain from starting at a set time, click Disable Schedule  visibility for the schedule.
• To update a set frequency, click Edit  create for the schedule.
• To remove a schedule, click its Delete  delete.

Starting a Chain When Another Chain Completes

To automatically run a chain based on the completion of another chain:

1

In the chain, click Chain Settings.

2

Under Triggers  play_for_work, click Add  add.

2

Select the chain to use as a trigger.

3

In Condition, select whether to start the chain based on the success or failure of the selected chain.

4

Click Save.

You can add multiple chains as triggers, such as to start the chain when one chain succeeds or another fails. To remove a chain as a trigger, click its Delete .

Starting a Chain Based on File Events

With a File Utilities connection, a chain can automatically start when files are created, modified, deleted, renamed, or have their permissions changed in a connected data source. To start a chain based on this type of change, add a File Events external trigger as the first step:

1

In the chain, click Trigger Event  play_for_work, and move File Events  play_for_work to Start.

2

Select the File Events node, and click Edit  create.

3

Enter a unique name to help identify the trigger, and select whether to activate it.

4

Select the File Utilities connection to monitor for file events.

5

In Filename filter, enter the name of the file to monitor. To monitor multiple files, use wildcards such as * to represent multiple characters or ? for single characters.

6

In Sensitivity, enter the number of seconds to wait after the file event to start the chain.

7

Select the type of file event to monitor for.

8

Click Save.

Starting a Chain Based on a New Anaplan Record

With an Anaplan connection, a chain can automatically start when a new record appears in an Anaplan export. The new record will also be available as an output in the chain.

1

In the chain, click Trigger Event  play_for_work, and move Anaplan Export New Record  play_for_work to Start.

2

Select the Anaplan Export New Record node, and click Edit  create.

3

Enter a unique name to help identify the trigger, and select whether to activate it.

4

Select the Anaplan connection to monitor for new records.

5

Select the Anaplan model and export to trigger the chain. The export must have a layout of Grid and Current page.

6

Select which column of the export to monitor for new records.

7

Click Save.

Starting a Chain Based on a Blackline Journal Service Event

With a Blackline connection, a chain can automatically start based on BlackLine Journal Service event—such as a new certified journal entry—via a webhook and return journal data.

1

In the chain, click Trigger Event  play_for_work, and move Anaplan Export New Record  play_for_work to Start.

2

Select the BlackLine Journal Service node, and click Edit  create.

3

Enter a unique name to help identify the trigger, and select whether to activate it.

4

Select the BlackLine connection to monitor for Journal Service events.

5

Enter the URL, username, and password for the webhook to use.

6

Enter the IP address to whitelist when the connector receives the request.

7

To add the output of a command in the chain to each system the journal posts to, click Add under Posted Documents, select the command with the output to add, enter the document ID for the journal posting and, if necessary, the message to supply when the posting succeeds.

8

Click Save.