Scheduled jobs are a great way to get your weekly reports sent to you for usage in other third-party applications. They can be configured to your timezone to allow you to send yourself a report specified time in the form of an Excel or CSV file. This article will help you create and utilize scheduled jobs.
- From the home page in Popdock, click on the Developer tab to enter the development menu. From there, click the tab labeled Jobs.
- Once in the jobs menu, click “Click here to add a scheduled job” and this will bring up the scheduled job UI.
- In the UI, make sure the job type selected is Send email and follow the below instructions:
Fill in the information relating to what you want to send, where you want to send, and when you want to send it. The time must be in a 24-hour format for the job to run (i.e. for Central time, 6:00 p.m. would be entered as 18:00).
There are different options as well for when you want the job to execute:
Every day: The scheduled job will run at the specified time every day.
Select days of the week: The job will only run on the specified days of the week and will not run on the days that are not selected (i.e. running the job at the end of the day every Friday).
Select days of the month: The job will only run on the days selected within the month (i.e. the job only runs on the 1st and 15th of every month).
Last day of the month: The job will only run on the last day of the month at the established time.
- When you have finished filling in the information, click Save and the job will be run at the designated time. If you want to test the job to make sure it works, you can click the start button to run the job instantly as well.
Questions? Don’t hesitate to contact us at support@eonesolutions.com
