Orchestrator
2023.4
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Managing Non-Working Days - Standalone 2023.4
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Orchestrator User Guide
Last updated Dec 6, 2023

Managing Non-Working Days

Creating New Calendars

  1. Open the Non-Working Days tab on the Settings page. A list with all the calendars previously defined is displayed, ordered alphabetically.

    The BankHoliday calendar is displayed here, if it exists. This calendar is created when upgrading your Orchestrator to 19.10 if you had non-working days defined in your previous version.

  2. Click Add to create a new calendar and type its name in the blank, highlighted field. The name must be unique, and it may contain a maximum of 150 alphanumeric characters. You can't create calendars with no names or containing only space characters.
  3. Click Save or press Enter on your keyboard to save the new calendar. The calendar is saved and displayed in the list of calendars.
  4. For the selected calendar, define non-working days either manually, or by uploading a .csv file, or a combination of these.
  5. In the Triggers page, when creating a new trigger or editing an existing one, select the desired calendar from the Non-working days restriction drop-down.
    Note: When you use non-working days, the trigger time zone must be the same as the tenant time zone (Tenant > Settings > General tab), because calendar restrictions cannot be applied in different time zones. A tenant without an explicitly defined time zone inherits it from the host.
  6. Click Update for the changes to take effect. Every change made to a calendar subsequently propagates to all triggers associated with that calendar.

By Manually Selecting Non-working Days

  1. Click a calendar to select it. The calendar on the right-side of the window is updated accordingly.
  2. On the displayed calendar click the dates on which you want your triggers to stop firing. Click again on a selected date to deselect it.
  3. Click Save to save the selected dates as non-working days.


By Uploading .csv Files

Enables you to upload a series of dates into a selected calendar, directly from a .csv file. Please note that the file must be populated beforehand using a predefined format so that the upload operation is successful. The new dates from your uploaded file overwrite any dates already contained in the calendar.

Note:
The .csv file must contain ExcludedDate column header. All the non-working days must be within that column, written in the YYYY-MM-DD, YYYY/MM/DD or YYYY MM DD format.

See the Example section below for more information.

Option 1

  1. On the selected calendar click Upload csv.
  2. Navigate to the desired .csv file, select it and click Open. Orchestrator parses the file to confirm it meets formatting rules (see the example section below).
  3. Click Yes in the confirmation dialog to overwrite the dates already contained in the calendar with the new dates from your uploaded file.
  4. Click Save to save the modified calendar.

Option 2

  1. Drag & Drop the desired . file over the selected calendar's top part. Orchestrator parses the file to confirm it meets formatting rules (see the example section below).
  2. Click Yes in the confirmation dialog to overwrite the dates already contained in the calendar with the new dates from your uploaded file.
  3. Click Save to save the modified calendar.  

Example

Let's say you upload into a calendar the content of the following .csv file. An easy way to create such a file is to populate the data into an excel file and save it as a .csv file:



Or you can download a .csv file with all the pre-filled column headers and customize it to your needs.

Notice that this file contains a predefined column header, ExcludedDate. Enter all your non-working days in that column, using YYYY-MM-DD,YYYY/MM/DD or YYYY MM DD format.

 

Renaming Calendars

  1. Select a calendar in the Non-Working Days tab on the Settings page.
  2. Modify the name of the calendar.
  3. Click Save to save the changed name.

Deleting Calendars

  1. Select a calendar in the Non-Working Days tab on the Settings page.
  2. Click Delete.
  3. Click Yes in the pop-up window to confirm your intent. The calendar is deleted.
    Note: You can only delete calendars that are not attached to any triggers.

You can also remove non-working days from a calendar. After clicking on a non-working day it is no longer marked. Remember to save your changes.

  • Creating New Calendars
  • By Manually Selecting Non-working Days
  • By Uploading .csv Files
  • Renaming Calendars
  • Deleting Calendars
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