Create Task to Send PDF File via Email

Panopticon Real Time provides the functionality to create tasks to generate and email PDF files.

Steps:

1.     On the New Task pane, enter the Name of the task and click . Ensure the name is unique.

2.     Tap the Activated slider to turn it on.

3.     Select the Trigger. You can either select:

·         Period then enter the Interval (in seconds), or

·         CRON then enter the CRON Expression

4.     Select the task Type: Email PDF.

5.     Upon selecting Email PDF, the Scheduler page changes to allow specification of the following:

·         Enter the Description of the task.

·         Select the Workbook Name in the drop-down list. These are the published workbooks available on the Workbooks page.

·         Select dashboards to include in the PDF by checking their corresponding boxes in the Dashboards drop-down list.

 

6.     Select bookmarks in the workbook to include in the PDF by checking their corresponding boxes in the Bookmarks drop-down list.

7.     You can also opt to:

·         enter the Parameter Values that will be added as parameters to the subject line of emails or as dashboard values in the PDF file.

Such as Parameter=Value, and are comma separated. For example:

Region=Europe,Industry=Financials

NOTE

The following Date range querying parameters are also supported in the Email PDF task: ·         CurrentTime ·         LastWorkDay ·         WeekStart ·         QuarterStart For example: {CurrentTime:dd-MMM-yyyy} However, when there is no Date/Time format supplied, the default format yyyy-MM-dd will be used instead.

 

·         check the Hide Scrollbars box.

·         check the Enable Pagination box.

8.     Enter the email address of the recipient in the To field.

9.     You can opt to enter the following:

·         the CC and/or BCC recipients of the email separated by a comma.

·         the mail message subject to be used in the email notifications in the Subject field.

 

NOTE	Supports dashboard parameters.

 

·         the content of the email in the Body box.

10.   Click .

Click  to go back to the Tasks pane. The new task is added in the list.