Launchpad Scheduler Guide
In this guide the steps for creating a Basic Scheduled Report job as well as advanced Configuration
Creating a New Scheduled Job
Click on the New Job icon
Task
Give the Task Description a Name
Click Save
Schedule
Click on Schedule to Create or Modify the Schedule for the report
Select the Triggers Tab and click on New to create or Select existing schedule to Modify
Set the parameters for the Schedule then click OK
Here we are defining a Weekly Schedule
Report
Set the Connection Key and Select the Report you would like to schedule
Export Options
Select the Export Option (PDF is default)
Set the Path to a working directory and filename
Select the checkbox for Temporary file if required
Email
Fill in the Email addresses for the recipients, Subject, and Body
*Note the From address should have send as permissions for the svc account used
Additional Attachments
Here you can select additional attachments for the Email
Advanced
Variables
In scheduler you will notice Check boxes across various fields
Any column that is Checked will be analyzed for a variable
Variables are defined by the Query under Advanced Configuration
If using a query for a report, you would set this on the Task tab
under Configuration ID select your query form the drop down
Advanced Configuration
Define the SQL Query to be used for a report that accepts parameters
The return of the query can be used as a variable
Column Substitution occurs for each record returned
Variables here are defined as {0},{1},{2}
{0} = PurchaseOrderID
{1} = Vendor Email Address
{2} = Buyer
Database Commands
Pre Process runs before the Job starts
Current process runs for each result in the job
Post Process runs when the entire job ends
You can set Variables here as well
Example: The SQL Action Query is executed​ Updating the PO Printed Flag
The check box is flagged and variable {0} used in the query to accomplish this