Recurrence rules
Recurrence rules enable the automation of creating recurring orders. Currently, the platform supports the following recurrence rules:
- Daily: the order is created every day
- Weekly: the order is created on specific days of the week
- NEW in 3.37 Advanced mode: the order is created based on a custom recurrence rule, which can be defined using the iCal recurrence rules.
TIP: The list also includes the recurrence rules created from the Dispatch dashboard. However, orders (and tasks) will NOT be created automatically for them.
How to create a recurrence rule
The recurrence rule can be configured while creating a new Delivery order:
How to set up a custom recurrence rule
To set up a custom recurrence rule, select the Override recurrence rule option under Advanced section and define the recurrence rule using the iCal format. For example:
- To create an order every 2 weeks on Monday and Thursday, you can use the following rule:
RRULE:FREQ=WEEKLY;INTERVAL=2;BYDAY=MO,TH
- To temporarily pause a recurrence rule: add a
COUNTelement equal to 1. To resume: remove theCOUNTelement
RRULE:FREQ=WEEKLY;COUNT=1;BYDAY=MO,TH
TIP: You can use the iCal recurrence rule generator to create the rule.
Using recurrence rules
Orders (and tasks) will be automatically created based on the Recurrence rules
How to modify a recurrence rule
To modify a recurrence rule, you can edit the existing rule in the Recurrence rules page. Click on the Edit button next to the rule you want to modify:
How to delete a recurrence rule
To delete a recurrence rule, you can unselect all the days of the week and save the rule. This will remove the recurrence rule from the list and stop creating orders based on it.
