Launchpad Scheduler - User Guide

Launchpad Scheduler - User Guide

Launchpad Scheduler Guide

In this guide the steps for creating a Basic Scheduled Report job as well as advanced Configuration



Creating a New Scheduled Job


Click on the New Job icon




Task

Give the Task Description a Name



Click Save



Schedule


Click on Schedule to Create or Modify the Schedule for the report



Select the Triggers Tab and click on New to create or Select existing schedule to Modify


Set the parameters for the Schedule then click OK

Notes
Here we are defining a Weekly Schedule





Report


Set the Connection Key and Select the Report you would like to schedule



Export Options


Select the Export Option (PDF is default)
      
Set the Path to a working directory and filename
Select the checkbox for Temporary file if required



Make sure that the File Path Directory has the Web Servers IIS_USER permissions for read/write/execute 

Email


Fill in the Email addresses for the recipients, Subject, and Body
Warning
*Note the From address should have send as permissions for the svc account used






Additional Attachments

Here you can select additional attachments for the Email







Advanced 


Variables

In scheduler you will notice Check boxes across various fields
Any column that is Checked will be analyzed for a variable
Variables are defined by the Query under Advanced Configuration



If using a query for a report, you would set this on the Task tab
under Configuration ID select your query form the drop down



Advanced Configuration

Define the SQL Query to be used for a report that accepts parameters
The return of the query can be used as a variable
Column Substitution occurs for each record returned
Notes
Variables here are defined as {0},{1},{2}
{0} = PurchaseOrderID
{1} = Vendor Email Address
{2} = Buyer





Database Commands

Pre Process runs before the Job starts
Current process runs for each result in the job
Post Process runs when the entire job ends

Notes
You can set Variables here as well
Example: The SQL Action Query is executed​ Updating the PO Printed Flag
The check box is flagged and variable {0} used in the query to accomplish this



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