Configure Automatic Execution

You can configure a policy to be executed automatically or executed according to a predefined schedule (or both). This topic describes how to configure a policy to be executed automatically.

Steps

Access the policy that you want to configure to be executed automatically.
In the Details workspace, in the Execution Settings section, select the Automatic Execution check box.
In the Design workspace, on the Properties window for each Input node that contains a Trigger check box, select or clear the Trigger check box as needed. You must select the Trigger check box for at least one Input node.

When the Trigger check box is:
- Selected, changes in a record or related readings represented by the node will trigger policy execution.
- Cleared, changes in a record or related readings represented by the node will not trigger policy execution.
IMPORTANT: You should ensure that the Trigger check box is selected for only the inputs where you want changes in the record to trigger policy execution.

In the Policy section of the toolbar, select .

The policy is saved.

Results

When the policy is active, the active policy instances associated with the policy will be executed automatically when the specified records or related reading values are updated.

What's Next?