Amministrazione di Oracle CRM On Demand > Gestione processi aziendali > Configurazione del workflow > Creating Scheduled Events for Analytics
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
Durante la programmazione di un evento, tenere presenti le considerazioni riportate di seguito.
- Non è possibile specificare una condizione in un evento programmato. Le istanze programmate dell'evento e le azioni del workflow presenti nell'evento vengono sempre eseguite, a meno che non si verifichi un errore.
NOTA: dopo la selezione dell'evento trigger Evento programmato nella pagina Nuova regola workflow, la pagina viene aggiornata. La sezione Condizione regola workflow della pagina viene rimossa e la sezione Dettagli programmazione, in cui si specifica la programmazione dell'evento, diventa disponibile.
- Per motivi inerenti alle prestazioni, si consiglia di evitare di configurare più eventi programmati da eseguire alla stessa ora.
- È necessario specificare la data e l'ora di inizio per l'evento programmato e la data e l'ora di fine o il numero di esecuzioni dell'evento.
NOTA: Oracle CRM On Demand non genera istanze per le date e le ore nel passato anche se si specificano una data e un'ora nel passato. Ad esempio, se si specifica la data 15 gennaio 2018 per un evento programmato da ripetere 10 volte a intervalli di un mese e la data corrente è il 30 maggio 2018, la prima istanza dell'evento verrà programmata per il 15 giugno 2018. Verranno eseguite solo le istanze per le prime cinque ricorrenze nel futuro.
- Se si specifica che l'evento programmato deve essere eseguito in una determinata data del mese e la data non esiste nel mese specificato, l'evento non verrà eseguito durante quel mese. Ad esempio, se si seleziona il giorno 29 del mese, l'evento non verrà eseguito nel mese di febbraio, a meno che l'anno non sia un anno bisestile.
- 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
- Nell'angolo in alto a destra di qualsiasi pagina, fare clic sul collegamento globale Amministrazione.
- Nella sezione Gestione processi aziendali, fare clic sul collegamento Configurazione workflow.
- Nella pagina Elenco regole workflow, effettuare una delle operazioni riportate di seguito.
- Per creare un nuovo evento programmato mediante la copia di un evento esistente, fare clic su Copia nell'evento programmato da copiare.
- Per creare un nuovo evento programmato non basato su un evento esistente, fare clic su Nuovo nella barra del titolo.
- Nella sezione Dettagli regola workflow chiave della pagina Dettagli regola workflow immettere le informazioni sull'evento programmato.
Nella tabella riportata di seguito vengono descritti i campi.
Field
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Description
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Workflow Name
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Enter a unique name, up to 50 characters.
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Active
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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.
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Description
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(Optional) Enter additional information about the scheduled event, such as the purpose of the event.
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Record Type
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Select Analytics.
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Trigger Event
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Only the Scheduled Event trigger event is supported for the Analytics record type.
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Enable Notification
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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.
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- Nel campo Data e ora di inizio selezionare la data e l'ora di esecuzione della prima istanza dell'evento programmato.
- Nel campo Ricorrente selezionare l'intervallo di ripetizione desiderato per l'evento programmato, ad esempio Settimanale.
- Nel campo Ogni impostare il periodo di intervallo per le istanze ricorrenti. Ad esempio, se si è selezionato Settimanale nel campo Ricorrente e si desidera che le istanze vengano ripetute a intervalli di due settimane, immettere 2 nel campo Ogni. Il valore minimo che è possibile immettere è 1.
- Quando si seleziona Mensile nel campo Ricorrente, è possibile impostare l'evento programmato in modo che venga eseguito nell'ultimo giorno di ogni mese di esecuzione selezionando la casella di controllo Ultimo giorno del mese.
Se ad esempio si imposta un evento programmato per l'esecuzione il 23 aprile e per la ripetizione con intervalli di due mesi, la prima istanza dell'evento verrà eseguita il 23 aprile. La seconda istanza verrà eseguita il 23 giugno, la terza istanza il 23 agosto e così via. Se tuttavia si seleziona la casella di controllo Ultimo giorno del mese, la prima istanza dell'evento verrà eseguita il 30 aprile, la seconda istanza verrà eseguita il 30 giugno, la terza il 31 agosto e così via.
- Specificare il numero di volte in cui si desidera venga eseguito l'evento programmato oppure specificare la data e l'ora di fine eseguendo una delle operazioni riportate di seguito.
- Selezionare l'opzione Dopo e specificare il numero di volte in cui si desidera venga eseguito l'evento programmato. Il valore immesso deve essere maggiore di 0 (zero).
- Selezionare l'opzione Per data/ora, quindi selezionare la data e l'ora di fine dell'evento programmato. La data e l'ora di fine devono essere successive alla data e all'ora di inizio.
- Salvare le modifiche.
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
- On the Workflow Rule Detail page, in the Execute As related information section, click Add.
- In the Lookup window, search for the users for whom you want the workflow rule to execute the workflow actions.
- 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
- In the Workflow Rule Detail page, in the Actions related information section, click Menu and select Send Email.
- 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.
- In the Analytics Content Details section, do the following:
- In the Content Type field, select the type of Analytics object that you want the action to execute.
- In the Content Format field, select the type of output that you want the action to generate.
- (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.
- Click the Lookup icon for the Content Name Path field to open a pop-up window that displays the catalog.
- Browse to the Analytics object that you want and select it, and then click OK.
- (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.
- 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.
- 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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