Scheduled Exports Tab of the Schedule Export Form

The Scheduled Exports tab of the Schedule Export form allows you to schedule an export by specifying schedule settings and parameters. It also allows you to view all scheduled exports.

All tabs of the Schedule Export form share the same toolbar.

For more information, see Schedule Export Form Overview.

Schedule an Export

Click this button to specify the required settings for the process, such as the process queue to which it belongs, the description of the process, and the start date and time when the process should run. Clicking this button displays the Schedule dialog box.

For information about scheduling processes and profiles to run automatically, see Schedule dialog box.

For information about assigning the process or profile to a process queue, see Process Server Overview.

Queue Processes Grid

This grid displays all submitted processes for the current configuration whether historical or current. Its functions are similar to the Queue Processes grid's of the Process Server. The only difference is that the Description column of this grid uses the combination of an Import type (for examples, Cost Data Import, Cost Data Export, Schedule Import, and Schedule Export) and a configuration name format.

For example, in the Schedule Export – Configuration 1 description, Schedule Export is the import type and Configuration 1 is the configuration name concatenated with a "-".

Grid Toolbar

Option

Description

Queue Processes

Click the drop-down arrow to display the following options: 

  • Print — Select this option to open the Print Preview form with the grid’s contents displayed.

  • Export to Excel — Select this option to open the Microsoft Excel application with the grid’s contents displayed.

  • Enable Grouping — Select this option to group column records in the grid. To group column data, you can drag a column header to a field above the column headers. The field only displays when the Enable Grouping option is selected.

Selecting this option also displays the Filter icon beside each column header. It allows you to specify filter criteria for a selected column. Clicking the icon displays a drop-down list with the following options:

  • (All) — Select this option to display all records.

  • (Custom) — Select this option to display the Custom Filter dialog box.

  • (Blanks) — Select this option to display all records that do not contain information in the header of the selected column.

  • (NonBlanks) — Select this option to display all records that contain information for the selected column.  

Other options also display, depending on the columns that you select. For example, selecting the Status column that includes Completed also displays Completed in the Filter drop-down list.

Detail

Click this button to view additional information regarding the process. Clicking this button displays the Process Queue Detail dialog box.

Hold

Select a process and then click this button to place that process on hold.

Release

Select a process and then click this button to remove the hold status from that process. As a result, the status changes to Waiting.

Cancel

Select a process and then click this button to cancel that process.

Resubmit

Select a process and then click this button to resubmit that process.

Delete

Select a process and then click this button to delete that process.

Grid Columns

Field Name

Description

Status

This column displays the current status of a process. It can have one of the following values:

  • Current Status:

  • Waiting — The process is waiting to be started.

  • Hold — The process is put on hold and will not run unless you release that hold.

  • Running — The process is currently running.

  • Recurring — The process is recurring. A new instance of the process is submitted as soon as previous instance of the process is completed successfully.

  • Historical Status:

  • Completed — The process' run has been completed without errors.

  • Cancelled — The process' run has been cancelled.

  • Failed — The process has encountered an error.

Description

This column displays the corresponding process description. The value of this column comes from the Description field on the Main tab of the Schedule dialog box.

Start After

This column displays the date and time when the process is scheduled to start.

Started

This column displays the date and time when the process actually started.

Finished

This column displays the date and time when the process finished running.

Submitter

This column displays the user ID of the person who submitted the process.

What do you want to do?

Schedule an export

Customize filter criteria


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