Project Automations

Project Automations allow an Omniscope project to run by itself on a schedule.
Instead of opening a project manually each day, the server can do it for you: refreshing reports, updating data, or triggering processing blocks automatically.

Typical uses:

• Refresh dashboards every morning before users arrive

• Update data after nightly database loads

• Send scheduled reports to stakeholders

• Run preparation or calculation blocks at off-peak hours

• Temporarily block executions during maintenance windows

Everything is configured as an automation directly inside the Project Workflow , so you don't need to configure a Scheduler app task. 

Licence requirement

- Scheduler Basic for Auto-refresh Reports.  

- Scheduler Pro for Auto-refresh Reports and Blocks execution.

Enterprise plan already include Scheduler Pro, so all automation features are available.

Server settings (admin)

Project automations are governed by global settings in Scheduler → Settings.

• Enable project automation: Turns project automation on or off for the entire server. When disabled, projects will not be able to create or run automations.
  
  

• Minimum project automation interval: the shortest frequency users are allowed to pick (e.g., Hourly). Any schedule shorter than this (e.g., Minutes/Seconds) is blocked.
  These settings apply to all projects on the server and are enforced in the project’s Automation dialog

How do I set up a Project Automation?

1. Open the project you want to automate.

2. Click the three-dots (…) menu in the top-right corner.

3. Select Automation.

4. Enable Project Automation.

5. Configure Auto-refresh Reports or Blocks execution.

   A) Auto-refresh Reports: refreshes all reports data automatically.

   Use this when dashboards must always show up-to-date data without a user opening them.

   B) Block execution: to run selected Workflow blocks automatically. This is typically used for data preparation, imports/exports, calculations, scheduled email outputs

   
   

   • Choose the frequency
     Frequencies include seconds, minutes, hourly, daily, weekly, monthly, and yearly.
     
     Note: Available frequencies may be limited by your server’s Minimum project automation interval setting (set by an administrator in Scheduler → Settings).
     For example, if the server’s minimum is Hourly, you won’t be able to choose Seconds or Minutes.
     
     

   • Set the interval (e.g. every 30 minutes, daily at 08:00).

   • Optionally pick which block(s) to execute

        Note: All project automation schedules run in the server’s timezone.

Where can I see my automations?

Once a project automation is enabled and configured:

• It appears in the Scheduler app → Project schedules page (which will show automations for all the projects).

• It also appears in the Project automation dialog from the three-dots (…) menu > Automation for a given project.

Why can’t I select certain intervals?

If you can’t choose a shorter interval (e.g., Minutes), your server admin has set a Minimum project automation interval in Scheduler → Settings.

Ask your admin to lower that minimum if your use case requires more frequent runs.

If an existing automation becomes shorter than the new minimum, you’ll see an in-app message and will need to adjust the schedule to a permitted frequency.

How do I check what happened?

If a scheduled run fails or behaves unexpectedly:

1. Open the Scheduler logs

2. Search for your project name

3. Review the execution details and error messages

The logs will show:

• when the project ran

• whether it succeeded

• any errors during data refresh or block execution