Automating tasks

Adding an automated task

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

1. Right-click in the table and select Automate task. You can also click Automate task in the context menu.
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.
   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 user menu at the top right of the screen. 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 search for tasks, and edit existing tasks.

You can run any task manually if you want to, and also inactivate or delete the task.

When you select a task in the overview, you can click Open layout to open the layout from which the task was initiated.

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)