Once you create a scheduled task in Wyn Enterprise, the run result of the report is automatically generated at the specified time or interval in the chosen file format. You can share the result by sending an email to the designated email address, storing it on the system server, or keeping the result at a shared location.
In Wyn Enterprise, a scheduled task can be set to manual, one-time, or scheduled depending on your requirements. For each execution mode, there is a different set of fields that should be specified for a scheduled task to run successfully. For more details, please have a look at the below sections.
The below section describes the fields available for the different task execution modes supported in Wyn Enterprise - manual, one-time, and scheduled.
For the manual execution mode, you need to specify the following fields in the Info panel.
For the one-time execution mode, you need to specify the following fields in the Info panel.
For the scheduled execution mode, you need to specify the following fields in the Info panel.
This section describes how to set up a report that automatically generates on a recurring basis, like daily, weekly, monthly, or yearly.
Note: For successful task execution, make sure that the report worker service is running in the background, else the scheduled task will fail to execute. To get the status of the report worker service, navigate to the Node Management page on the Admin Portal.
Note: If the chosen template has predefined settings for the export format or delivery method, then their corresponding fields like Export Format and Delivery Method are set to default values as specified in the template, and hence can't be modified.
If the delivery method is not specified in the schedule template, then select an appropriate method like email, local storage, and file share from the Delivery dropdown, and set its corresponding fields. If you choose 'Email' as the delivery method, then specify the recipient email address, the reply-to email address, the subject line, and the body message for the email. You can also control how to share the result on the email by either sending it as a file attachment or providing a link in the email body to download the result.
Note: Use comma(s) to separate multiple email addresses.
If you choose 'Local Storage' as the delivery method, then specify how to store the result on the system server - permanently, until a specific date, or once the defined period expires. If you choose 'File Share' as the delivery method, then specify the file name and the shared location for storing the result.
To manage a scheduled task, click the Actions button in the Tasks tab. You can use this button to disable, edit, duplicate, or delete a scheduled task.