You can use the Email interface to schedule regular emails of visuals, sheets, and dashboards.
Before you schedule an email, make sure you check the Enable scheduled jobs option under Jobs. See Managing Site Settings.
Follow these steps to schedule emails of visual, sheet, or dashboard. This can be accomplished either in Edit mode, or in View mode. We recommend that you learn about Adding Job Parameters to Scheduled Emails to customize alerts. After you finish, verify that the email is set up correctly; see Checking Scheduled Email Jobs.
In the Email Detail tab, enter the following information.
In the Repeat field, select an existing schedule interval, such as Hourly (default), Daily, Every Weekday, Weekly, Monthly, Quarterly, or any existing custom schedule.
You can also Create New Schedule; this is available to Admin users only. See Specifying Custom Intervals for Scheduled Emails.
In the Subject text box, you can change the title of the email.
Note that by default, the subject is the prefix specified when enabling email site-wide, as described in Enabling and Customizing Email Settings, plus the title of the visual. In our case, the subject is [ArcadiaData] Report snapshot Flight Connections Flow. Also, see Adding Job Parameters to Scheduled Emails.
Under Email Template, leave Default Email Template.
To see how the template looks, click Preview Email Template.
Note that users with administrative privileges can create and manage email templates; see Managing Email Templates.
Enter the text of the email. Also, see Adding Job Parameters to Scheduled Emails.
For Attach options, choose one of these:
For visuals that have parametrized fields on their shelves, in the Page Parameters you can chose one of these:
This feature is available only to users with administrative privileges.
The Interval Name field contains a date/time picker that enables
users to set a valid interval specification by selecting the interval
(hour
, day
, week
,
month
, or year
), and then specifying the rest of
the date/time elements at progressively higher granularity. For example, if the initial
selection is for day
, the rest of the sequence specifies
hour
and minute
.
Note that it is possible to select multiple values for day, hour, and minute parameters.
Notice that the when you navigate to the Jobs interface and click the Manage Schedule Intervals tab, the new interval appears there, and can be edited or deleted, just like other schedule intervals.
Click the Show Job Parameters link. With your cursor in either the Subject or Message field, select the relevant parameters, and Arcadia Enterprise automatically adds them to body of that field.
The job parameters include Current Username, Visual ID/Dashboard ID, Visual Name/Dashboard Name, Visual Link/Dashboard Link, Relative Link, Job Start Time, Page Parameters, Total Job Run Time (as of time emailed), Next Run Time, Interval Name, and Interval Cron.
To check that this scheduled repeating email is prepared correctly, see the following steps. You should also review a more detailed description of the Scheduled Jobs interface.
In the Jobs interface, click the Scheduled Jobs tab, and notice that the job you just created is in the list.
We recommend that you click Refresh to ensure that all status updates show.
Note some of the actions that you can perform directly on the job:
Click Details to see the properties of the scheduled email.
Click Run Now to test the job, or run it off-schedule.
Click Pause to temporarily stop scheduled emails without removing them from the system.
To re-start scheduled jobs, toggle back by clicking Resume.