
Use the **Expressions** tab when the data source uses expression-based Vision logic.

This tab is helpful when you want to review the expressions already connected to the data source and continue into deeper formula work when needed.

## Navigation

Open a supported Vision data source first, then click **Expressions**.

Use this tab when the expression work belongs to one specific data source.

## Open the Expressions tab

1. Open a supported Vision data source.
2. Click **Expressions**.
3. Review the expressions shown for that data source.

## What you can do here

Use this tab to:

- review the expressions connected to the data source
- open or adjust the expression work you need
- continue into deeper formula work when the setup becomes more detailed

If you only need to check or update expressions for one device, this tab is the right place to start.

## Read next

- [Expressions and Validation](/docs/data-sources/create-and-edit/expressions-and-validation) - Deeper guide to formulas and validation logic.



Use the Expressions tab to review expression-based logic for the current data source and continue to the full expressions guide when needed.

Expressions


Use the **Scheduler** tab when timing and planned automation matter for the current channel.

This tab helps you review schedules, open one to make changes, and create a new schedule-based automation.

## How schedules work

A schedule has two parts:

- **When it runs** - the schedule timing, such as selected weekdays or month days.
- **What happens** - one or more actions that run at that time.

Create the timing first, then add the actions. The schedule starts working only after both parts are valid and you save it.

## Navigation

Open a channel first, then click **Scheduler**.

Use this tab when schedule work belongs to the current channel.

## What you can do here

Use the Scheduler tab to:

- search schedules
- open an existing schedule
- create a new schedule
- turn a schedule on or off
- delete a schedule
- reset the run counter for recurring schedules

## Open the Scheduler tab

1. Open a channel.
2. Click **Scheduler**.
3. Review the schedules shown for that channel.

## Create a schedule

1. Open the **Scheduler** tab.
2. Click **Add Schedule**.
3. In **Configuration**, enter a schedule name.
4. Keep the schedule **Enabled** if it should start running after you save it.
5. Set how often it should run.
6. Click **Next**.
7. In **Actions**, click **Add Action...**.
8. Choose the action the schedule should perform.
9. Fill in the required action details.
10. Save the schedule.

The schedule is created only after you save it.

## Choose when the schedule runs

Use **Run Every** to choose the interval.

You can schedule work by:

- **Week** - choose one or more days of the week and the time to run.
- **Month** - choose one or more days of the month and the time to run.

The schedule needs a name and at least one selected day before you can continue.

## Add schedule actions

Actions define what happens when the schedule runs.

Available actions include:

- **Notifications** for posting or sending a message.
- **Task** for creating follow-up work.
- **Form** for creating a form-related action.
- **GPT Agent** for running a saved AI agent from the schedule.
- **Webhook** for sending information to another system.

Add at least one valid action before saving. Each action row shows whether it is complete.

## Edit an existing schedule

1. Open the **Scheduler** tab.
2. Click the schedule row.
3. Update the configuration, actions, or enabled status.
4. Save the changes.

Use the row menu when you want to disable, enable, share, reset, or delete a schedule.

## Tips

- Review the list before creating a new schedule so you do not create a duplicate.
- Open an existing schedule when you want to adjust timing instead of starting again from scratch.
- Use clear schedule names so the list is easy to scan later.
- Disable a schedule when you want to pause it without deleting the setup.



Use the Scheduler tab to create schedule-based automations, choose when they run, and define what should happen for the current channel.

Scheduler


Use the **Shifts** tab when work needs to be organized around shift timing.

This tab helps you review shifts, add a new shift, or update an existing one for the current data source.

## Navigation

Open a Vision data source first, then click **Shifts**.

Use this tab when shift schedules belong to one specific data source.

## Open the Shifts tab

1. Open a Vision data source.
2. Click **Shifts**.
3. Review the shift list.

## What you can do here

Use this tab to:

- review shift schedules
- create a new shift
- edit an existing shift
- turn a shift on or off
- import shift settings from another device

Use this tab when you want weekly work windows for the current data source.

## Tips

- Name shifts clearly so it is easier to see which one matches each working window.
- Review the list before adding a new shift so you can avoid overlap.



Use the Shifts tab to review shift schedules and manage shift timing for the current data source.

Shifts

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Open the Expressions tab

What you can do here

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