Refresh Schedules
How to set up automatic data refresh for dashboards in Kogenta Connect.
Refresh schedules keep your dashboards up to date by automatically re-executing the linked workflows on a recurring basis.
Schedule types
| Schedule | Description |
|---|---|
| Hourly | Refreshes every hour at a specified minute |
| Daily | Refreshes once per day at a specified time |
| Weekly | Refreshes once per week on a specified day and time |
Setting up a refresh schedule
- Open the dashboard you want to schedule
- Navigate to the refresh schedule settings
- Choose the schedule type (hourly, daily, or weekly)
- Configure the timing (e.g., daily at 8:00 AM, weekly on Monday at 6:00 AM)
- Save the schedule
When the schedule triggers, all workflows linked to the dashboard are executed, and the dashboard's cached data is updated with fresh results.
Manual refresh
In addition to scheduled refreshes, you can manually trigger a refresh at any time. This is useful when you know the underlying data has changed and you want to see updated results immediately.
Refresh status
Each refresh shows a status indicating whether it completed successfully:
| Status | Description |
|---|---|
| Success | The refresh completed and data was updated |
| Failed | The refresh encountered an error - check the linked workflows |
| Skipped | The refresh was skipped because the dashboard is paused |
Caching
Dashboard query results are cached to provide fast load times for viewers. When a refresh runs (scheduled or manual), the cache is updated with new data. Between refreshes, viewers see the cached results.
Pausing refreshes
If you pause a dashboard, scheduled refreshes are suspended. The dashboard retains its last cached data but will not update until it is set back to active and a refresh runs.