Create a recurring publication

Use an existing publication as a template to create multiple copies of a new publication.

Before you begin

Role required: sn_publications.author or sn_publications.admin

About this task

You can specify the recurrence interval and the recurrence start and end date. The number of copies that are created are based on these settings and appear in the Publications related list on the original publication form. Each copy has a different publish date, which is based on the interval. Each copy gets reset to the Author state and each one goes through its own workflow.

Procedure

  1. Do one of the following:
    • Navigate to Targeted Communications > Active Publications , open the desired publication, and click the Setup Recurrence related link.
    • Navigate to Targeted Communications > Recurrences and click New.
  2. Fill in the fields on the Recurrence form.
    Table 1. Recurrence form
    Field Description
    Short Description A brief description or title of the publication.
    Publication Template The number of the publication being used as a template.
    • If you clicked the Setup Recurrence related link, this field displays the original publication number.
    • If you clicked Recurrences in the Targeted Communications menu, select a publication from the Publications list.
    Recurrence Start Select a date for the first occurrence of the recurring publications.
    Recurrence End Select a date for the last occurrence of the recurring publications.
    Recurrence Interval Select an interval for the recurring publications:
    • Daily
    • Weekly
    • Biweekly
    • Monthly
    • Custom
    Custom Interval in Days This field appears when you select Custom as the Recurrence Interval. Enter the number of days for the interval.
  3. Click Submit.
    The recurring publications are created based on the selected dates and the recurrence interval and the stage for each copy is set to Author. The copies appear on the Publications related list on the original publication form, as well as on the Active Publications and the Draft Publications lists. From any of these lists you can open each publication and change the information as necessary. Each copy lists the publication template number in the Recurrence field.

    A record of the recurrence appears on the Recurrences list.