Introduction #
Kafinea's Scheduler automatically runs recurring tasks in the background: sending scheduled emails, syncing data, performing periodic calculations, cleaning up data, and more. You can access the settings via Tools > Scheduler.
1. How it works #
The scheduler runs tasks at regular intervals, defined by a frequency (every hour, every day, every week, etc.). Each scheduled task has:
- Name: Task description
- Frequency: the execution interval
- Status: active or inactive
- Last run: the date and time of the last run
- Next run: the date and time of the next scheduled run
2. Common tasks #
Some common scheduled tasks in Kafinea:
- Bank synchronization: automatic retrieval of bank transactions via the API
- Scheduled email delivery: sending emails scheduled for a later time
- Time-basedworkflows: Executing workflows triggered by a date condition
- Cleaning: clearing temporary data and expired sessions
- Reminders: Sending reminder notifications for activities and events
3. Administration #
Important: The scheduler requires a cron job to be configured on the server in order to function. Without this system configuration, no scheduled tasks will run. Contact your system administrator if tasks are not running.
To enable or disable a task, change its status in the scheduler list. You can also adjust the frequency of execution as needed.
4. Frequently Asked Questions #
How can I tell if the scheduler is working?
Check the column Last Run column in the task list. If the dates are recent, the scheduler is working properly.
Can I add my own scheduled tasks?
Adding custom tasks requires specific development. The standard tasks cover most common needs.
A task failed. What should I do?
Check the event log to identify the error. Common causes include: network connection issues (bank synchronization), incorrect SMTP configuration (sending emails), or inconsistent data.