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Wyn Enterprise: Schedule a Task

A scheduled task is used to run a task on a document at a particular date and time, and the result of the task generates a document which is shared with recipients through emails. In the case of a report, the result can also be shared by storing it on the system server or at a shared location.

Wyn Enterprise lets you schedule a task to run on a recurring basis, i.e. daily, weekly, monthly, or yearly, once at the specified time interval, or manually with a click of a button. For example, you can schedule a task on a report to run every evening at 5:00 pm or once every 5th of November at 12:00 pm.

Wyn Enterprise provides Report Bursting feature to help you distribute reports to multiple recipients and, Document Binding to send multiple documents in a compressed archive as part of a scheduled task. Click the following links to see the help docs of the features,

Task Execution Modes

The different modes of task execution supported in Wyn Enterprise are elaborated below.

  • Manual: Lets you execute the task manually. You need to click the Run Task button as many times as you want to execute the task.

  • One-Time: Runs the task at the specified time. This type of scheduling executes the task only once and gets deleted after the execution. It provides you the flexibility to specify the date and time to schedule the task.

  • Scheduled: Runs the task at fixed intervals of time. For example, you can use a template to schedule a task every Monday at 5:10 am. The schedule templated uses predefined date and time, recurrence, and delivery settings.

Note: The following settings should be configured correctly in the Admin Portal else the scheduled tasks will not work properly.

1. The Portal URI setting in the UI Settings page.

2. The email server settings in the Email Settings page.

For more details on creating scheduled tasks for reports, dashboards, data sources, datasets, and data models, see the following help articles: