Wyn Enterprise: Schedule a Task

A scheduled task is used to run a document on a particular date and time, and the result of the generated document is shared through an email. In the case of a report, the result can also be shared by storing it on the system server or at a shared location.

Wyn Enterprise lets you schedule a document to run on a recurring basis, i.e. daily, weekly, monthly, or yearly, once at the specified time interval, or manually with a click on a button. For example, you can schedule a report to run every evening at 5:00 pm or once every 5th of November at 12:00 pm.

Task Execution Modes

The different modes of task execution supported in Wyn Enterprise are elaborated below.

• Manual: Lets you execute the task manually. You need to click the Run Task button as many times as you want to execute the task.
• One-Time: Runs the task at the specified time. This type of scheduling executes the task only once and gets deleted after the execution. It provides you the flexibility to specify the date and time to schedule the task.
• Scheduled: Runs the task at fixed intervals of time. For example, you can use a template to schedule a task every Monday at 5:10 am. The schedule templated uses predefined date and time, recurrence, and delivery settings.

Note that the following settings should be configured correctly in the Admin Portal else the scheduled tasks won't work properly.
1. The Portal URI setting in the UI Settings page.
2. The email server settings in the Email Settings page.

For more details, please see the following articles.

• Create a Scheduled Task to Run a Report - Learn how to create a scheduled task for a report on the Document Portal.
• Create a Scheduled Task to Run a Dashboard - Learn how to create a scheduled task for a dashboard on the Document Portal.