Summary

To configure Scheduler to process diary data in Diary View, you need to create diary scheduling rules and then add them to the Scheduler.

Create Diary Scheduling Rules

1. Navigate to Scheduling | Schedule Rules.
2. Press Insert to add a new schedule rule.
3. Enter a Code and Description, such as "Diary". Click Save and then Edit.
4. On the Qualifying Clauses tab, leave the Clause as Yes because the schedule rule will apply to all diaries.
5. On the Action Clauses tab, click the None clause and press Enter.
6. In the Fields list, double-click Process Diary Data.
   1. In the Process Diary Data form, select a Diaries record in the Diary pick list.
   2. Enter the From and To offset values for the first diary that you want the scheduler to process, such as 0 and 365.
   3. Click OK.
   4. Press Insert to start the next clause.
      An and clause appears.
   5. Press Enter.
7. Repeat Step 7 to add more action clauses to the diary schedule rule.

   Important: Create an action clause for each diary that you want the scheduler to process.

8. Return to the Edit Schedule Rules window.
9. Click Save + Close to save the diary schedule rule and return to the Schedule Rules grid.

See also

Attach Diary Scheduling Rules