Schedule configuration

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Schedules are a powerful type of configurations that together with our server component allows you to execute mass delivery configurations on a minutely, hourly, daily, weekly or monthly schedule.

NOTE: YOU CANNOT SETUP SCHEDULES BEFORE THE SERVER COMPONENT HAS BEEN INSTALLED AND ACTIVATED.

 

Video: E-learning on how this feature works

When the server component has been successfully setup you can access the schedules configuration from Administration->Add-ons->B1 Usability Package->Module configuration->B1 Print and Delivery->Schedules.

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To automate running mass delivery configurations you can use schedules.

 

Part

Description

Header data

Field

Description

Name

This is your name for the configuration for reference, this is also the name that will be shown in success and error emails from the scheduler.

Select mass delivery

Here you select the mass delivery to be executed.

 

Tip: If you do not see the desired type here it mean you have not configured it in the Report Configuration

Select report configuration

Here you may overwrite the report configuration.

 

If you in the related Mass Delivery Configuration have turned on option "Allow the user to select a different report configuration when running mass delivery" you are allowed to choose either BP Selection report or one of the reports from the list (if "Allow the user to select a different report configuration when running mass delivery" is turned off the option to select is disabled)

Select report action

Here you select the report action to be executed (Print, Email or Save).

Success email

If set you will receive an email confirming that the schedule where run correctly.

Error email

The email that will receive an error report if the schedule encounters and error.

Filter

The filter is used together with the mass delivery where condition to determine if there is anything to be handled.

PLEASE NOTE: DIFFERENT FILTERS MAY BE SHOWN DEPENDING ON WHAT CONFIGURATION IS SELECTED

 

 

Schedule

Field

Description

Server start time (24 H/M)

When the schedule should be executed the first time.

Recurrence pattern

There are currently five supported types:

Minutely: Run the schedule every X minutes.

Hourly: Run the schedule every X hours.

Daily: Run the schedule once each day on the server start time.

Weekly: Run the schedule on specific days of the week on the server time.

Monthly: Run the schedule every X day of the month on the server time.

Only ones: Run the schedule only on the start date and the server start time.

Last day of month: Run the schedule on the last day of the month on the server start time (hour and minute)

Range of recurrence

Start: Start date of the recurrence.

No end date: The schedule should never end.

End by: The schedule should end by the specific date.