This guide will show you how to create a recurring service that includes jobs that run at different frequencies.
We will use adding a bookkeeping service and bookkeeping jobs as an example.
There are a number of steps to take when creating a new service, below we will cover the following:
- Adding in a new lookup, to create the service frequencies
- Creating a form, so you can fill in the service frequency and date for any clients
- Creating a setup job, where you can fill in the form
- Creating the job that you want to recur as part of the service
- Creating the service
Adding a Lookup
Adding a form
Next we need to create the form will help us to tell Senta what frequency we want this job to run at. We will add the bookkeeping frequency lookup to a bookkeeping setup form.
To create a new form, go to Settings > Forms > Add form > Form name: Bookkeeping setup form > Click on Add field
Field label: Bookkeeping frequency
Field type: Lookup
Lookup: Bookkeeping frequency
You can select the field to be mandatory if you like
Adding a date field to capture the job date
Adding a date field to the form allows you to tell Senta when the first bookkeeping job will run for the client. Senta can then recur the bookkeeping job at any frequency, starting from that date.
If you will be using a combination of a fixed date and a form date in your bookkeeping service, make sure to filter the date field to avoid entering the job date twice.
Click on Add filter and select the Bookkeeping frequency field.
You can filter the date field to a specific frequency e.g. Weekly. This means that for any weekly clients, Senta will ask for their next bookkeeping date, and will recur the service weekly based on this start date.
More specifically, when it comes to frequencies (Weekly, Monthly, Annual), the following principles apply:
A service with a Weekly frequency will repeat on the same day of the week, based on the first day it is set to happen.
e.g. start date Tuesday 2/7/19 will then repeat every Tuesday (2/7/19 and then 9/7/19, 16/7/19, etc.)
A service with a Monthly frequency will repeat on the same date of the month, based on the first day it is set to happen.
e.g. start date Tuesday 2/7/19 will then repeat every 2nd of the month (2/7/19 and then 2/8/19, 2/9/19, etc)
A service with an Annual frequency will repeat on the same date of the year, based on the first day it is set to happen.
e.g. start date Tuesday 2/7/19 will then repeat every July 2nd every year (2/7/19 and then 2/7/20, 2/7,21, etc)
Adding the setup job
Adding a job that will run at different frequencies
Once the setup job has been added, we can focus on building the workflow for the bookkeeping job that will contain all the steps that we want to complete as a part of the bookkeeping service.
To add a new job go to Settings > Jobs > Add new job > Job name: Bookkeeping > Tasks tab > Add task
Add the tasks that you would have to complete as a part of your Bookkeeping service.
Adding the service
The bookkeeping setup job has been added to the bookkeeping service and it will be triggered only once for every client, once the bookkeeping service has been selected.
Now we can add the bookkeeping job and set it up to run at different frequencies.
Click Add job > Select bookkeeping job
To select the frequency at which you would like job to run, click on the How often? box and select the frequency e.g. Monthly.
You can either calculate the job date relative to a form date (e.g. the date that you entered on the Bookkeeping setup form), or a fixed date.
We can now filter the monthly bookkeeping job to only run for the clients where monthly frequency has been selected.
Click Add filter > Choose a field: Bookkeeping setup form > Bookkeeping frequency > Click OK
Select the monthly frequency to filter the job to only trigger when the monthly frequency has been selected.
You can repeat this process for any other frequencies you want to run e.g. daily, weekly, annual. The most important thing to do is to make sure that for whatever frequency you select from the How often? dropdown, such as weekly, you filter that job to only display for clients with that bookkeeping frequency.