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Scheduler, Create scheduler - Report, CRUD, Create scheduler - Workflow,…
Scheduler
Create scheduler - Report
Go to Scheduler Management
And create new scheduler
Fill the name
Enter a group
Groups
One group
Multiple groups
Select the schedule type - Report
Types
Report
Workflow
Select a report
Reference date to start scheduling the report
From
A specific date
Report delivery date
Company has already reports delivered
Company has not have reports delivered
Frequency to the scheduler
Occurrance
Repeat every
Frequency
3 more items...
Save the scheduler
Fields
2 more items...
Report
Report that can be ordered to all duns in the groups
Report that can NOT be ordered to all duns in the groups
Language
CRUD
Create a scheduler and validate it created
Update the scheduler and validate it updated
Delete and validate it has been deleted
Create scheduler - Workflow
Go to Scheduler Management
And create new scheduler
Fill the name
Enter a group
Groups
One group
Multiple groups
Select the schedule type - Workflow
Types
Report
Workflow
Select a workflow
Reference date to start scheduling the workflow
From
A specific date
The date of started a decision
The date of approval a decision
The date of partial approval of a decision
The date of completed a decision
The date of rejection a decision
Frequency to the scheduler
Occurrance
Repeat every
Frequency
3 more items...
Save the scheduler
Fields
2 more items...
Workflow with Initial form that has required fields
Yes - Grey / Disable / Can't choose
No - Enable / Can choose
Scheduler management page - Disable scheduler
Scheduler table
Sorting
Name
Status
Scheduler type
Total companies
Last run
Last Modified
Created By
Actions
Disable schedule
Edit
Remove
Disable a scheduler
Validate the scheduler is not active any more