Submit Scheduled Processes and Process Sets

Use the Scheduled Processes work area to run all the scheduled processes that you have access to, including process sets. You can also submit many processes from other work areas.

Some of the processes that give you output are also reports that you can view from the Reports and Analytics work area or panel tab. You can find that panel tab in some work areas. It's quick to submit a scheduled process with the bare minimum steps. But there are many additional options you can set, for example, if you want to run the process on a schedule.

Select the Scheduled Process and Define Parameters

Here's what you do:

1. Click Navigator > Tools > Scheduled Processes.

2. On the Scheduled Processes Overview page, click Schedule New Process.

3. Leave the type as Job, select the process that you want to submit, and click OK.

4. In the Process Details dialog box, enter at least the required parameters, if any.

   • Some processes have no parameters at all.

   • Some parameters depend on other parameters. For example, date range parameters might appear only after you select By Date for another parameter.

5. Click the Advanced button if you want to define the schedule, notifications, or output. Continue to the next steps. Or, just skip to the steps for finishing the submission, to run the process once as soon as possible with the default output.

Define the Schedule

Set up a schedule to run the process on a recurring basis or at a specific time. Use the Process Details dialog box in Advanced mode.

1. Open the Schedule tab and select Using a schedule for the Run option.

2. Select a frequency, for example Daily or Monthly.

   • Select User-Defined if you want to enter the exact dates and times to run the process.

   • You can select Use a Saved Schedule to use an existing schedule, if there are any.

3. Depending on the frequency you selected, define when the process should run.

Some processes can't be run more often than a certain frequency, for example more than every 10 minutes. But there are some situations where that validation doesn't apply, for example, when different users run that same process less than 10 minutes apart. Or, if you use a saved schedule that has an individual run in addition to the regular frequency, for example a schedule that runs every 10 minutes and once at five minutes after the first run.

Define the Output

You can choose the layout, format, and destination for your output. Use the Process Details dialog box in Advanced mode.

1. Open the Output tab, if available.

2. Click Add Output Document.

3. Change the name if you want. The name identifies this output document when you go to view output later.

4. Select a layout if you have more than one to choose from.

5. Select a format, for example one of these options:

   • PDF: Is the best option if you want to print the output.

   • Excel: Supports embedded images, such as charts and logos, but can be opened only in Excel 2003 or higher.

   • Data: Gives you report data in an XML file, which is used mainly for editing the report layout.

6. Click Add Destination to send the output somewhere, for example to a printer or email address. You can add many destinations and send the output to all of them at the same time.

   Tip: You can also print the output as part of the steps for finishing the submission, instead of adding a printer destination here.

7. To add more output documents, repeat steps 2 to 6.

Set Up Notifications

You can have notifications sent out depending on how the process ends. Use the Process Details dialog box in Advanced mode to set that up. These notifications are in English and they show times in UTC, no matter what language and time zone the recipient has in their preferences.

1. Open the Notification tab.

2. Click Create Notification.

3. From the Address Type list, select whether you want to identify the recipient by their email address or user ID.

4. In the Recipient field, enter either the email address or user ID of the person you want to send the notification to.

5. In the Condition list, select when to send the notification, for example when the process ends in error.

6. Click OK.

7. To send notifications to more people, repeat steps 2 to 6.

Finish the Submission

Follow these steps in the Process Details dialog box:

1. Click the Process Options button if you want to define settings that affect the data to be processed.

2. If the process gives you output and you want to print it, select the Print output check box and a printer.

3. Select the Notify me when this process ends check box if you want to get a notification. This notification is in English and shows times in UTC, no matter what language and time zone you have in your preferences.

4. Enter submission notes to capture any information you want to associate with this submission. You can use your notes to find this submission later.

5. Click Submit.

6. Click OK to confirm.

   Tip: Note down the process ID for your submission if you might need to easily find it later. For example, let's say you set the process to run once a week. If you later want to cancel all runs on this schedule, you need to cancel this original submission with the process ID you see.

Submit Process Sets

To submit a process set from the Scheduled Processes Overview page:

1. Proceed with the steps that you would follow to submit any scheduled process, but select Job Set for the Type option.

2. In the Process details dialog box, set parameters for individual processes in the set. A process set itself doesn't have parameters.

   1. Select a process on the Processes tab.

   2. Enter parameters for that process, if any.

   3. Repeat for other processes in the set.

3. Define the schedule, output, and notifications for the process set, as you would do for any scheduled process.

4. Set any other options and click Submit.

Whether you use the Notifications tab or the Notify me when this process ends check box, or both, notifications are sent when the entire process set ends, not when each process within the set ends.