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Processing Scheduled Tasks

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40 comments

  • Levin Shum

    It's all good now. Turned out when switching from On Premise to Cloud, I am now using my own account instead of USIADMIN. And my account has multiple roles that one of them denied the scheduled report access.

  • Lori Lee

    You state "_Once a task has been scheduled to run at a particular point in time, the system will not run scheduled tasks by itself. The tasks will need to be run by having a user manually select the "Process Tasks" option from the main menu periodically". _When you say periodically we have to manually run this, to me it defeats the purpose of Scheduled Tasks. Is there a reason for why the process does not kick off on its own? Is there plans to resolve that? Also, is this available in V20 or possibly going to be?  

  • Hello,

    Testing the Report Scheduler feature to see if it will fit into some of our workflows, I'm able to get a report on the Scheduled Tasks list just fine (report is set to run once, and to email the report), but (a) it's not running at the scheduled time (the status remains at "Waiting"); and (b) running Process Tasks to manually trigger it starts the job then immediately lists a "Stopped" entry in the completed tasks with an "Error running report" remark.

    The report does not have any parameter prompts, and runs fine when triggered in v20.

    Any guesses at what steps I might be missing?  And/or, how I can get the details behind the "Error running report" remark?

    Thank you,

    Zak.

  • Levin Shum

    Hi Ryan,

    It's version 30.98B. And yes, those are custom reports. Wondering if there are configurations somewhere to make it appear.

    Regards,

    Levin

  • Ryan Canny

    Hi Kris,

    You first want to make sure your task engine is set up. If you need assistance with setting this up please contact your Customer Success Manager and they can enter an IT ticket on your behalf. 

    As far as setting up the report on the report master you will want to first make sure it is assigned to the correct report list you are wanting to schedule from (Account, Campaign, Events, etc). From there you will want to go to that area of the software and click on Reports dropdown > select Reports. The report window will then open. Select the specific report you want to use.

    On the report there should be a Schedule Report button at the top (click it). Please note that not every standard report has the Schedule Report action. If it is not showing it has most likely been removed by an administrator. The Add Scheduled Task(s) window should now open. The task parameters are set and come in before you close the schedule task. The Context Subject should be set to the area of the software it is coming from and Task Type should be set to Report. You can set up the Interval for one time, hourly, daily, weekly or monthly. You can either save to your folder or send to email. Click OK/apply to save your changes. The last thing you will want to do is go to Scheduled Tasks off the main menu and make sure your report task appears.  

    Please let me know if you have any further questions.

    Thanks,

    Ryan

  • Kris Corrigan

    Hi Ryan

    Yes how to set up a report as a task is the info I am looking for and how to execute this etc.

    Thanks

    Kris

  • Kris Corrigan

    Hi

    Is there a document/area on the support center or knowledge base about how to create or how these operate in V30?

    Thanks

    Kris

  • Ryan Canny

    Hi Elisabeth,

    The 'Send email as' field option to select Single, shared email to all recipients is not available for Scheduled Tasks yet. I would encourage you to post this in our General Product Ideas thread below so our Product Management team can review as a possible enhancement in the future.

    https://supportcenter.ungerboeck.com/hc/en-us/community/topics/360001795413-General-Product-Ideas

    Thanks,

    Ryan

  • Ryan Canny

    Hi Elisabeth,

    Can I ask why you are using Custom Subjects for your email template. What happens when you click Send Test Email? I would recommend using a different subject than Custom for what you are trying to accomplish.

    Thanks,

    Ryan

  • Ryan Canny

    Hi Elisabeth,

    I confirmed with our Development team that the Custom subject is not equivalent to crystal reports. The email template field is only greyed out if you do not schedule it from a report list (eg. Main Menu). Once you schedule from a report list you will be able to add an email address for your scheduled task. You can also add the field of Context Object to your layout for a scheduled task with a task type of report. Zero means that it did not come from a proper place to use templates. 

    I hope this helps.

    Ryan

  • Thanks, Maggie.  I'm on 20.94: ticket going in!

     

    Zak.

  • Maggie U.

    Hi Lori & Shalen,

    I will be sending this to our team that works in this area so I can get you a response. I apologize for the delay.

    Thanks,
    Maggie

  • Hello - when scheduling a report to send a PDF via email:  how can one send to multiple recipients using a single schedule action?  (separating addresses with a comma, semi-colon or a space doesn't do the trick...)

    Zak.

  • Shalen Sookdeo

    HI
    I was just wondering if you had any feedback on this topic ?
    Thanks

  • Ryan G.

    Hi Michele,

    Since you don't have direct access to v19 on 20.93, you will need to bridge to the v19 report to schedule the report.

    If it is a main menu report, you will need to create a custom link for it. See Configuring Custom Links for more information.

    Thanks,

    Ryan Gilomen
    Ungerboeck Software

  • Maggie U.

    Hi Shalen,

    Please contact your local Client Care Team to have them review your setup.

    Thanks,
    Maggie

  • Sean Tame

    Hi John,

    Is there a reason there is no KB article on this?  I'm sure others would like to implement this too.

    Is this only for hosted customers?

  • Ryan Canny

    Hi Bonnie,

    Are you able to provide more information so we can determine what the issue might be?

    Thanks,

    Ryan

  • Maggie U.

    Hi Tracy,

    This feature is available for our Enterprise product. I have sent your Customer Success Manager, Dusty Hassler, an email to follow up with you to discuss your needs and what potential solutions we may have for you.

    Thanks!

    Maggie

  • Shalen Sookdeo

    Thank you for the update , but my system does not automatically run? Is there anything that i should check?
    Thanks

  • Levin Shum

    Hi there,

    We are moving to v30 Cloud. When testing the scheduled reports, I couldn't find the schedule option on the report parameter selection screen. Attached the difference between v20 and v30. Am I missing anything here? Thank you.

    Levin



  • Elisabeth Bollmann

    Hi Ryan,

    thanks for your reply. "Custom Subject" seemed to be the closest to Crystal Reports.

    For one of the scheduled tasks I now recreated the email template with Subject "Registration Orders" and manually processing the task was sucessful. (Earlier with "Custom Subject" it was processed but failed.)

    For another scheduled task created by my colleague the template email field is greyed out so I cannot select any email to be added. The only difference I can see are the recipients and the schedule (monthly instead of weekly). Any suggestions?

     

    Thanks

    Elisabeth 

  • Ryan Canny

    Thanks for confirming, Levin. Please reach out to our Client Care team and they will be able to troubleshoot this from here.

     

  • Kris Corrigan

    Many Thanks Ryan I will check this is setup 1st.

    Kris

  • Ryan Canny

    Hi Levin,

    This looks like a custom report you designed using the generic report prompt. Can you let me know what version you are currently on?

    Thanks,

    Ryan

  • Levin - in the Report Master, double check the "Report Prompt Option" on that report.  On this end, if I toggle "Automatically create the prompt for this report", forcing the system to (re)apply Object "Generic Report Prompt (1304)", the schedule option appears. 

    Once I'm done scheduling I restore to the original prompt option (typically "Do not use...") to clean up the parameter window again.

    Zak

  • Elisabeth Bollmann

    Hi all,

    I just ran a scheduled report with several recipients in "To:" and some in "CC:" and it sent a separate email to each of the "To:" recipients with the ""CC:" recipients being copied in for every email. Is there a switch (like with the regular emails) to have them all receive a shared email?
    Or is this something that can just be solved with mailing lists outside of Ungerboeck?

  • Ryan Canny

    Hi Kris,

    This is currently the only article we have about scheduled tasks. Are you looking for more information about how to set up a report as a task? Or is there other information you are looking for?

    Thanks,

    Ryan

  • Elisabeth Bollmann

    Hi all,

    has anyone managed to select an email template to be sent with the scheduled pdf report?

    If I select an email template the task fails, without email template it works...
    Does the email template need to have a different subject than "Custom Subjects"?

    Sending a blank email just with attachment is a bit confusing to the recipients.

    Thanks,

    Elisabeth 

  • Levin Shum

    Hi Zak,

    I tried that just now, with different reports too. But no luck... Which version of v30 are you on? And hotfix?

    Thank you,

    Levin

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