How to set up periodic processes

If you want the system to perform certain actions periodically without any user interaction (for example, regularly delete temporary records) then you need to configure scheduling rules – see the “Scheduling” section for details.

If you want periodic actions that involve interaction with the user (for example, to periodically inform the user about important events in the system) then you need to setup a “background process”. To do this define a process to perform the work, go to the General tab of the corresponding visual perspective and setup this process as a background process.