How do I create a schedule to automate job runs?

You can create a schedule to trigger an existing job to run at chosen times. For example, you could automate a job that securely upserts transactions into LUSID from a CSV file so that it runs automatically at market close on business days.

Note: This article shows you how to create a schedule on behalf of a single user, granted they have sufficient privileges. If the user account is deleted, any schedules created on the user's behalf will be affected. We recommend creating schedules on behalf of a service user using the CreateSchedule API, or updating your existing schedules using the UpdateSchedule API. Read more on setting up a schedule on behalf of a service user. 

To create a schedule so that a job runs automatically: 

1. In the LUSID web app, navigate to the Schedules dashboard and click the Create schedule button (top right).
   
2. On the Specify job screen, choose the Job to automate from the dropdown list, and a Scope and Code that together uniquely identify the schedule (note, a schedule is separate to the job itself and requires its own scope and code):
   
3. On the Arguments screen, confirm the default values for any command line arguments and environment variables passed in to the job, or provide values to override the defaults.
   
4. On the Triggers screen, select Time based as Trigger type and configure the trigger as either:
   • Daily to trigger the schedule at a particular hour daily, or on particular days of the week.
   • Hourly to trigger the schedule hourly at a particular minute, this can be daily or only on particular days of the week.
   • A Cron expression adhering to this standard.

Note you can create multiple schedules from one job, for example you could create a second schedule and configure the arguments to upsert transactions to a different transaction portfolio.