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

Defining a weekly schedule





Report


Set the Connection Key and Select the Report you would like to schedule.
Your key will be different, but similar to, the key shown in the Connection text field below.
NotesNote:  the connection key can be found with the SRIMacroServer  Connection.Config file.



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



    • Related Articles

    • Launchpad - Release Notes

      version: 1100.1001 Date of Release 2025.05.28 Utilizes Crystal Reports x64 now at service pack 37 LaunchPad now has it's own application pool (LaunchPad no longer supports x86) Oracle SQL Server may not work with this Release (to be reviewed at a ...
    • SmartViews Scheduler - Release Notes

      version V1000.1507 2024.04.24 CustomAppointmentForm - Set the selected tab page as SmartView, and then quickly switch back to Event on Shown event (Thanks Jarred) - this will make the FilterEditor control load (Filter Editor doesn't load unless it is ...
    • SmartViews Scheduler - User Guide

      PREREQUISITES Supported Visual version are 7.0 – 11.x Database Platform: SQL Server & Oracle Microsoft .Net Framework 4.8 ADMINISTRATION LICENSING Request for a license key can be made via email. Send your request to CustomerCare@wm-synergy.com and ...
    • Launchpad Scheduler - Error When Editing Scheduler

      Error Caused by Account Settings Id or Password If the Account id/password are not setup correctly the end user could get the following message when trying to add new tasks. To Fix this make sure the account id and password are correct. File->Task ...
    • Job Queue - Release Notes

      .Net Framework 4.8 2025.02.06 v480.1000 Allow for Parallel processing of jobs. User must set .config file setting RunParallel = "true", when this mode is enabled the following will occur: - sri_job_queue.ACTIVE_STATUS will set to "IP" (In Progress) ...