Scheduling process data fetching in process apps

In process apps, you can schedule your projects to automatically fetch new data either while you are creating the process app, or after it is created.

Scheduling process data fetching during process creation

When you create a process, you can schedule data fetching by using the Schedule settings step in the Create Process App wizard. This is optional, and you can complete the process creation without setting a schedule for the process.

To learn how to schedule data fetching during process creation, see Scheduling data updates.

Scheduling process data fetching after the process app is created

If you do not schedule process data fetching when you create the process, you can schedule it later in the Data & Settings tab of your process page. If you already scheduled process data fetching before, you can change the settings on the Data & Settings tab.

You can choose between two methods of refreshing your data sources:

  • If you choose the replacement method, the existing data source gets replaced. The previous project data source is disregarded. The new data source is processed based on your requirements: you can either choose how frequently your data is replaced or use a calendar to set a preferred timing for data replacement.

  • If you choose the incremental update method, new data is added on top of the existing project data source. Both the previous and the new data are used in your project.

Replacement method

To schedule process data fetching or edit the schedule settings in the Data & Settings tab with the replacement method, complete the following steps:

  1. Open a project and go to the Data & Settings tab.

  2. In the Data section, select Process App.

  3. Set the Enable a scheduling feature for future updates toggle to Yes. If the toggle is already set to Yes, go to step 4.

  4. Click Edit schedule settings.

  5. Select Replace existing data.

  6. Select schedule type.

    • To set the frequency of data replacement:

      a. Select Frequency.

      b. Enter how often should the data be replaced.

    • To set a preferred timing for data replacement:

      a. Select Calendar.

      b. Select the Yearly, Monthly, or Weekly periodicity.

      c. Depending on your previous choice, choose a date, days of the month, or days of the week.

      d. Choose the time and the time zone.

  7. Click Create or Save.

Incremental update method

To schedule process data fetching or change the schedule settings in the Data & Settings tab with the incremental update method, complete the following steps:

  1. Open a project and go to the Data & Settings tab.

  2. In the Data section, select Process App.

  3. Set the Enable a scheduling feature for future updates toggle to Yes. If the toggle is already set to Yes, go to step 4.

  4. Click Edit schedule settings.

  5. Select Incremental update.

  6. Set a preferred timing.

    a. Select the Yearly, Monthly, or Weekly periodicity.

    b. Depending on your previous choice, choose a date, days of the month, or days of the week.

    c. Choose the time and the time zone.

  7. Click Create or Save.

Learn more

For more information about the process app settings in the Data & Settings tab, see Process App.