Schedule-based Email

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.

enable scheduled jobs

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.

  1. See the initial steps described in Emailing Dashboards, Sheets, and Visuals.
  2. In the Email Visual/Email Current Sheet/Dashboard Visual modal, select the option Schedule Email.
  3. In the Email Detail tab, enter the following information.

    Emailing a visual (scheduled)
  4. Click Save.
  5. The system notifies the user that the schedule was created successfully.
  6. To verify that everything is correct, see Checking Scheduled Email Jobs.

Specifying Custom Intervals for Scheduled Emails

Availability Note.

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.

setting a custom interval for scheduled emails

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.

new schedule appears in the Jobs interface

Adding Job Parameters to Scheduled Emails

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.

adding parameters to message

Checking Scheduled Email Jobs

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.

  1. Open the (administration) menu in top navigation, and select Job Status.
  2. 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.

    email job successfully scheduled, on list

    Note some of the actions that you can perform directly on the job:

    1. Click Details to see the properties of the scheduled email.

      details of scheduled email job
    2. Click Run Now to test the job, or run it off-schedule.

    3. Click Pause to temporarily stop scheduled emails without removing them from the system.

    4. To re-start scheduled jobs, toggle back by clicking Resume.