Event-Based schedule are written to fire off reports when certain events occur. For more information about the events and how to configure the schedule for these events, click the relevant link:
General - Event Based Schedule
This Section determines the most basic properties of a schedule.
Schedule Name: The name of the schedule.
Create in: The CRD folder where the schedule is stored.
Description: A short description to help other users identify exactly what this schedule is and what it is expected to do
Keyword: Enter some keywords which can be used later by Smart Folders to identify this schedule.
Click next to continue to Conditions.
Conditions - Event Based Schedule
An Event-Based schedule will fire off reports when specified conditions are met. This screen shows the select condition. For more information Conditions and how to set them up, click here.
Example: Connie wants to monitor a database for new orders, so she would use the if a record exists condition.
Fulfill ALL conditions: All Conditions listed must be satisfied in order for CRD to execute the tasks.
Fulfill Any conditions: if any of the conditions listed are met, then CRD will execute the tasks.
Edit: edit the condition.
Delete: Delete the condition.
Refresh: CRD will refresh the cache file used as a snapshot of the database. If you have made changes to your database structure, or changed your query, CRD will automatically pull a fresh snapshot of the data. (used for database conditions only)
Click Next to proceed to Report Type.
Schedules - Event Based Schedule
At this stage you will select what will happen in the event your conditions are met.
New Reports: Select a new Crystal report to be exported and delivered.
To add a report, select Add. Browse for the Crystal report.
In the Report Section, you can name the report.
In the Parameters Section, you can determine the parameters for the report. You can populate your parameters based on data from the database CRD is monitoring. Using Event Based Inserts, drag and drop the desired fields in your database into your parameters.
In this example we are generating a unique packing slip for each customer whose order appears in Connie's table.
Set your Report Options. You can learn more about report options here.
Set your Exception Handling here. You can learn more about it here.
Now its time to set the destination. Select add to add a destination.
In this Scenario Connie wants this report to be printed to the warehouse printer. To learn how to set up a Destination, click here.
*Tip: Use Event Based Inserts in the destination to further customize destination type, format, and messaging.
Click next to proceed to Options.
Existing Schedules: Execute a schedule that you have previously created.
Select the schedule you wish to execute. Click the green arrow to move the schedule to the right pane. Add as many schedules as necessary.
Click next to proceed to Options.
None: Do not execute a report, proceed to create a custom task.
Schedules Options - Event Based Schedule
You can use this page to set up Exception handling options.
Treat as “error” if not completed in X minutes: if a report takes longer than the specified amount of time to run, this option will treat the schedule as an error and follow the appropriate action. The “Auto-calculate” option instructs CRD automatically determine how long a schedule should take to run the report. If it takes longer than the calculated amount of time, then it is an error.
*Note: if manually determining the error timing, please double check the runtime of the report in order to get the correct time estimate.
On error, retry executing schedule every X minutes up to Y times: If an error has occurred with the schedule, you can set the interval and number of times you wish the schedule to attempt a retry. By default CRD will make 3 attempts.
For more information on Custom Hours of Operation, please click here.
Click next To proceed to Custom Tasks.
Tasks - Event Based Schedule
Add, Edit, delete and change the order of tasks from this screen. For more information about the Custom Tasks module, click here.
Use to export a task list, or import a previously exported task list.
In this example, Connie wants to send an order confirmation to her customers. Using a custom task to send an email, she creates an task that will send an email to each customer.
*Tip: Use a combination of inserts and your own HTML code to further customize your email!
*Tip: Combine Custom Actions Database with the event based schedule to automatically update database records based
Click Next to proceed to Event Based Schedules - Execution Flow.
Execution Flow - Event Based Schedule
Determine the execution flow on this screen. You can have the schedule itself execute followed by the tasks, or vice versa.
Event Based Schedule Context Menu
Right-Click on a schedule to see the following actions.
Copy: Use this to copy an existing schedule. You can then paste it into another folder or the same folder. Simply open the folder you wish to paste to, right-click in the "white" space and select "Paste". Follow the on-screen instructions to complete the process.
Paste: Paste a previously copied schedule
Rename: Rename a schedule
Enabled: Schedules are Enabled when there is a check beside this option. To stop a schedule from running, or to "pause" it for a while, select this option to remove the check. Disabled schedules will not run till they are enabled again.
Refresh: When a schedule is first created, CRD caches (saves) a copy of the report. All executions of the scheduled are performed using this copy. If you make changes to your master report, you must select this option in order to pull the changes into CRD.
Preview Report: Click this option to preview your report.
Execute Schedule: This will execute the schedule immediately. Note that the next run date and time is not moved on as a result of a manual execution. They only move on if the schedule is run automatically by one of the schedulers.
Delete Schedule: Selecting this option will delete the schedule.
Properties: Selecting this option will bring up the "Properties" module containing configuration information for that schedule. For more information on Properties.
Create Shortcut: This allows you to create a shortcut that can be used to execute the schedule.
Event Based Schedule - Properties
To Access the Properties, right click on your schedule and select properties.
For more information on each of the menu items, select the relevant link below: