Automating tasks

You can automate tasks to be performed at regular intervals.

Note:
To be able to use the task automation feature, you need to be assigned the role Task automation administrator in Visma.net Admin.

Adding an automated task

You can automate tasks for any table that has a processing or printout that can be carried out.

  1. Open the context menu in the table and select Automate task.
  2. Make settings in the Automate task window:
    Parameter Description
    Name The name of the task
    Description Enter a description of the task if you want to.
    Task type Select the task in the drop-down list. Different tasks (processings and printouts) are available for different tables.
    Parameters If available, adjust the parameters for the processing or printout.
    Select company Select company or company group, and then the company/group for which the task will be performed.
    Schedule Make settings for the frequency and details for the task. Select if the task should be activated immediately.

Administrating automated tasks

You find an overview of all automated tasks, divided into active and inactive tasks, in the main menu at the top left of the screen, under Management -> Task automation. From the overview, you can see the status of executed tasks and view details about tasks.

You can filter the list of tasks to for example show tasks for a particular period of time, and also set that failed tasks are displayed at the top of the list. You can also search for tasks.

When you select a task in the overview you can edit the task. Under Actions, you can run any task manually if you want to, or make it inactive, or delete the task.

You can click Go to the layout to open the layout that the automated task is connected to. All automated tasks have their own dedicated layout, and you can recognise this with the presence of task-automation in the web address. You can create automated tasks from default and company layouts, but copies of the layout will be created and used for them. Changes done in these layouts will only affect automated task layouts, and not the original layouts, to prevent that changes in original layouts won’t break the execution of automated tasks.

Once you have opened the task automation overview, you can access it quickly from the Open layouts panel.

The execution log for automated tasks is automatically cleaned up every night, according to the following rules:

  • Entries older than 90 days are deleted
  • A minimum of 5 entries are always kept (which means that a monthly task will have log points for the last 5 months)