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Creating Scheduled Events for Analytics

You can create one or more scheduled events for the Analytics record type and configure one or more Send Email actions on the event to perform the following tasks:

  • Execute an Analytics object on behalf of one or more specified users. The Analytics object can be an analysis, a dashboard, or a dashboard page.
  • Send the results that are generated for a user to that user as an email attachment.

The specified user's access rights determine the results that are generated for that user.

A scheduled event for the Analytics record type is different from a scheduled event for other record types in the following ways:

  • You do not select a list of records for the scheduled event.
  • Only the Send Email action is supported.
  • On the scheduled event, you add a list of the users on whose behalf the Analytics object is to be executed.
  • The Hourly interval type is not available.

A Send Email workflow action for a scheduled event for the Analytics record type is different from a Send Email action for other record types in the following ways:

  • You do not specify a recipient for the email that you configure on the action. The emails are sent to the users who are selected on the workflow rule.
  • The Send Email action executes an Analytics object, as well as sending the emails with the results to the users.
  • You must select the Analytics object that is to be executed, and select the format for the output.

You can create up to a maximum of five Send Email actions on a scheduled event for Analytics. When an instance of the event is executed, all of the actions are performed in sequence for the first user in the list, then all of the actions are performed for the next user, and so on through the list of users.

NOTE: The operations that are performed by workflow actions on scheduled events for the Analytics record type, and the requests and data that are processed by the actions, are counted towards your company's usage against the report services allotments. For information about service allotments, see About Service Allotments. The files that are generated by the workflow actions might also be included in the calculation of the amount of storage used by your company, depending on how long email attachments are retained for your company. The retention period for email attachments is specified in the Email Attachment Expiry (Days) field on the company profile. For more information, see Configuring Company Settings.

Workflow Action Failures

If a workflow action on a scheduled event for the Analytics record type fails for one or more users, then the failure is reported in the Workflow Error Monitor. For more information about what happens when a workflow action on a scheduled event for the Analytics record type fails, see About Workflow Rule and Workflow Action Failures.

Considerations When Scheduling an Event

Beachten Sie beim Planen eines Ereignisses Folgendes:

  • Sie können für ein geplantes Ereignis keine Bedingung angeben. Sofern kein Fehler auftritt, werden die geplanten Instanzen und die Workflowaktionen des Ereignisses immer ausgeführt.

    HINWEIS: Nachdem das Triggerereignis "Geplantes Ereignis" auf der Seite "Neue Workflowregel" ausgewählt wurde, wird die Seite aktualisiert. Der Abschnitt "Workflow-Regelbedingung" der Seite wird entfernt, und der Abschnitt "Zeitplandetails", in dem Sie den Zeitplan für das Ereignis angeben können, wird verfügbar.

  • Aus Performancegründen wird empfohlen, nicht mehrere Ereignisse zu konfigurieren, deren Ausführung zum gleichen Zeitpunkt geplant ist.
  • Sie müssen ein Startdatum und eine Startzeit für das geplante Ereignis angeben sowie ein Enddatum und eine Endzeit oder die Anzahl, wie oft das Ereignis ausgeführt werden soll.

    HINWEIS: Oracle CRM On Demand generiert keine Instanzen für Datums- und Zeitangaben in der Vergangenheit, auch wenn Sie diese Angaben angeben. Beispiel: Wenn Sie als Startdatum den 15. Januar 2018 für ein Ereignis angeben, das 10 Mal in Intervallen von einem Monat wiederholt werden soll, und wenn das aktuelle Datum der 30. Mai 2018 ist, wird die erste Instanz des Ereignisses für den 15. Juni 2018 geplant. Nur die Instanzen für die fünf Vorkommen in der Zukunft werden ausgeführt.

  • Wenn Sie angeben, dass das geplante Ereignis an einem bestimmten Datum im Monat ausgeführt werden soll, und wenn das Datum nicht in einem angegebenen Monat vorkommt, wird das Ereignis in diesem Monat nicht ausgeführt. Beispiel: Wenn Sie Tag 29 im Monat auswählen, wird das Ereignis nicht im Februar ausgeführt, es sei denn, es handelt sich um ein Schaltjahr.
  • You can specify that no email is to be sent to a user if the analysis selected on a Send Email action returns no results for that user. By default, the Send Email if No Results check box is selected on the Send Email action, and the email is sent to all of the users selected on the workflow rule, even if the analysis returns no results for a user. If you deselect the check box, then the email will be sent only to those users for whom the analysis returns results.

    NOTE: The Send Email if No Results check box is available only if an analysis is selected on the Send Email action. It is not available if a dashboard or dashboard page is selected on the Send Email action.

    If no email is sent to a user because the analysis returned no results for that user, then the workflow action is considered to have failed for that user, and the failure is reported in the workflow error monitor.

    TIP: If you want the email to be sent to some users even if the analysis returns no results for those users, but you do not want the email to be sent to other users if the analysis returns no results for them, then you can create two separate scheduled events with Send Email actions to execute the same analysis, but with different sets of users. On the scheduled event with the users to whom you do not want the email to be sent if the analysis returns no results, deselect the Send Email if No Results check box.

The following procedure describes how to create a scheduled event for the Analytics record type.

Before you begin. To perform the following procedure, your user role must have the following privileges:

  • Manage Data Rules - Manage Workflow Rules
  • Access V3 Analytics

To create a scheduled event for the Analytics record type

  1. Klicken Sie auf einer beliebigen Seite oben rechts auf den globalen Link "Admin".
  2. Klicken Sie im Abschnitt "Geschäftsprozessverwaltung" auf "Workflowkonfiguration".
  3. Führen Sie auf der Seite "Liste der Workflow-Regeln" einen der folgenden Schritte durch:
    • Um ein neues geplantes Ereignis durch Kopieren eines vorhandenen Ereignisses zu erstellen, klicken Sie für das zu kopierende Ereignis auf "Kopieren".
    • Um ein neues geplantes Ereignis zu erstellen, das nicht auf einem vorhandenen Ereignis basiert, klicken Sie in der Titelleiste auf "Neu".
  4. Geben Sie auf der Seite "Workflowregeldetails" im Abschnitt "Hauptworkflow-Regeldetails" die Informationen für das geplante Ereignis ein.

    In der folgenden Tabelle werden die Felder beschrieben.

    Field

    Description

    Workflow Name

    Enter a unique name, up to 50 characters.

    Active

    Use the Active check box to activate or deactivate the scheduled event.

    Up to the time that a scheduled event is made active, the Initiated By field on the scheduled event record shows the name of the user who created the scheduled event. The Initiated By field is shown in the Detail page for the scheduled event after the record is saved.

    After the Active check box is selected on the scheduled event and the record is saved, the Initiated By field on the record is updated to show the name of the user who selected the Active check box.

    The Initiated By field in all pending instances and all error instances for the scheduled event also shows the name of the user who selected the Active check box on the scheduled event.

    NOTE: When you make the scheduled event active, an instance is immediately generated for the first scheduled occurrence of the event. As a best practice, set up all of the workflow actions on the scheduled event before you make the event active. Otherwise, if the start time for the scheduled event is near, the first instance might be executed before you have finished setting up the workflow actions.

    For more information about what happens when you activate or deactivate a scheduled event, see About Scheduled Events.

    Description

    (Optional) Enter additional information about the scheduled event, such as the purpose of the event.

    Record Type

    Select Analytics.

    Trigger Event

    Only the Scheduled Event trigger event is supported for the Analytics record type.

    Enable Notification

    Select this check box if you want Oracle CRM On Demand to send email notifications to the user who made the scheduled event active. If this check box is selected, an email is sent each time an instance of the scheduled event completes successfully, each time an instance of the event fails, and each time a pending instance of the event is deleted.

  5. Wählen Sie im Feld für das Startdatum/die Startuhrzeit das Datum und die Uhrzeit für die Ausführung der ersten Instanz des geplanten Ereignisses aus.
  6. Wählen Sie im Feld "Wiederkehrend" das Intervall aus, in dem das geplante Ereignis wiederholt werden soll, z.B. "Wöchentlich".
  7. Richten Sie im Feld "Jeden" die Intervallperiode für die wiederkehrenden Instanzen ein. Beispiel: Wenn Sie im Feld "Wiederkehrend" die Option "Wöchentlich" ausgewählt haben und wenn die Instanzen in Intervallen von zwei Wochen wiederholt werden sollen, geben Sie in das Feld "Jeden" den Wert 2 ein. Der Mindestwert für die Eingabe beträgt 1.
  8. Wenn Sie im Feld "Wiederkehrend" die Option "Monatlich" ausgewählt haben, können Sie optional planen, dass das geplante Ereignis am letzten Tag jedes Monats gestartet werden soll, in dem das Ereignis ausgeführt wird. Aktivieren Sie dazu das Kontrollkästchen "Letzter Tag im Monat".

    Beispiel: Wenn Sie einrichten, dass ein geplantes Ereignis am 23. April gestartet und in Intervallen von zwei Monaten wiederholt werden soll, wird die erste Instanz des Ereignisses am 23. April ausgeführt. Die zweite Instanz wird am 23. Juni ausgeführt, die dritte Instanz am 23. August usw. Wenn Sie jedoch das Kontrollkästchen "Letzter Tag im Monat" aktivieren, wird die erste Instanz des Ereignisses am 30. April ausgeführt, die zweite Instanz am 30. Juni, die dritte Instanz am 31. August usw.

  9. Geben Sie an, wie oft das geplante Ereignis ausgeführt werden soll, oder geben Sie das Enddatum und die Endzeit an. Führen Sie dazu Folgendes durch:
    • Wählen Sie die Option "Nach" aus, und geben Sie an, wie oft das geplante Ereignis ausgeführt werden soll. Der eingegebene Wert muss größer als 0 (null) sein.
    • Wählen Sie die Option zum Eingeben des Datums und der Uhrzeit aus, und wählen Sie das Enddatum und die Endzeit für das geplante Ereignis aus. Das Enddatum und die Endzeit müssen nach dem Startdatum und der Startzeit liegen.
  10. Speichern Sie die Änderungen.

Adding Users to Scheduled Events for Analytics

The following procedure describes how to add the list of users on whose behalf the workflow actions on the scheduled event will be executed.

To add a list of users to a scheduled event for Analytics

  1. On the Workflow Rule Detail page, in the Execute As related information section, click Add.
  2. In the Lookup window, search for the users for whom you want the workflow rule to execute the workflow actions.
  3. When you finish selecting users, click OK to close the lookup window.

Creating Send Email Actions for Scheduled Events for Analytics

The following procedure describes how to create a Send Email action for a scheduled event for the Analytics record type.

Before you begin:

  • If you want the Send Email action to execute an analysis, then the analysis must be saved in the catalog, in a folder under Shared Folders, and you must have access to the folder. For the action to complete successfully at runtime for a user specified on the scheduled event, that user must also have access to the folder.
  • If you want the Send Email action to execute a dashboard or dashboard page:
    • The dashboard or dashboard page must be saved in the system-generated Dashboards subfolder directly under /Shared Folders/Company Wide Shared Folder or in the system-generated Dashboards subfolder directly under /Shared Folders/Migrated Company Wide Shared Folder, and you must have access to the dashboard. If the dashboard or dashboard page is stored in the system-generated Dashboards subfolder directly under /Shared Folders/Migrated Company Wide Shared Folder, then you must have the Access Migrated Company Wide Shared Folder privilege.
    • For the action to complete successfully at runtime for a user specified on the scheduled event, that user must have access to the dashboard or dashboard page. If the dashboard or dashboard page is stored in the system-generated Dashboards subfolder directly under /Shared Folders/Migrated Company Wide Shared Folder, then the user must have the Access Migrated Company Wide Shared Folder privilege.
  • If the name of the analysis, dashboard, or dashboard page that you select on the Send Email action contains any of the following special characters, then the character is replaced with an underscore (_) in the name of the file that is sent to the specified user:
    • Asterisk (*)
    • Backslash (\)
    • Colon (:)
    • Comma (,)
    • Double quotation marks (")
    • Greater than symbol (>)
    • Less than symbol (<)
    • Question mark (?)
    • Slash (/)
    • Vertical bar (|)

To create a Send Email action for a scheduled event for the Analytics record type

  1. In the Workflow Rule Detail page, in the Actions related information section, click Menu and select Send Email.
  2. In the Workflow Action Edit page, in the Key Action Details section, complete the detail fields for the workflow action.

    For information about the Mark for Translation check box, see Creating Workflow Actions: Send Email.

  3. In the Analytics Content Details section, do the following:
    1. In the Content Type field, select the type of Analytics object that you want the action to execute.
    2. In the Content Format field, select the type of output that you want the action to generate.
    3. (Optional) If the selected Analytics object is an analysis, and if you do not want the email to be sent to a user if the analysis returns no results for that user, then deselect the Send Email if No Results check box.
    4. Click the Lookup icon for the Content Name Path field to open a pop-up window that displays the catalog.
    5. Browse to the Analytics object that you want and select it, and then click OK.
    6. (Optional) In the Parameters field, enter the parameters for the Analytics object.

      Specifying the parameters for an Analytics object in a workflow action is similar to specifying the parameters for an analysis or dashboard in a Web applet or Web tab. For more information, see About Specifying Filters for Embedded Reports and Dashboards.

  4. In the Email Message section, fill in the From, Reply To, Subject, Email Format, and Message Body fields.

    For information about these fields, see Creating Workflow Actions: Send Email.

    NOTE: If you include fields from the User record type in the email subject or message body, then the fields are populated with the values from the user record of the user on whose behalf the Analytics object is executed.

  5. Save the workflow action.

NOTE: If the size of a file that is to be attached to an outbound email is not greater than 2 MB, then Oracle CRM On Demand attaches the file to the email. If the size of the file is greater than 2 MB, then Oracle CRM On Demand zips the file. If the size of the zipped file is not greater than 2 MB, then the zipped file is attached to the email. Otherwise, the file is not attached to the email. The users on whose behalf the scheduled event was executed can access the unzipped files, as well as the emails, through their personal email monitor, regardless of whether or not the files were sent with the emails. For information about accessing the personal email monitor, see Accessing Your Pending and Sent Emails. If your user role has the Access Master Audit Trail and Admin Configuration Audit privilege, then you can also access the emails and attachments for all users through the company email monitor. For more information, see Reviewing Your Company's Pending and Sent Emails.


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