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Note
titleNote to Administrators

You must install all of your network printers on the Application Server for the user account who is running the Asynchronous Processor to support the Print option. See Enabling View Scheduling for more information.

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File
File
File

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  • File Name: Specify a File Name for the view. Do not include an extension; the file extension is automatically added.
  • Append Date and Time to File Name: Select the option to add the date and time when the file is generated to the file name.
    • For a an example, a SampleFile PDF file created at 12 PM on January 1, 2006, would have this file name if the Append Date and Time to File Name option is selected: SampleFile_2006_01_01__12_00_00_PM.PDF.

 

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Email
Email
Email

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  • Message Systems: Select the Message System that will be used to send the email -message, typically Dot Net SMTP Client.
    • Aptify provides three default Message Systems: SMTP based Dot Net SMTP Client and Dot Net MailNetMail, and Outlook Mail. The SMTP based systems are better suited for the view - scheduling, and bulk messaging than Outlook Mail.

Note

If you decide to use view scheduling with Outlook, note that messages will not be sent from your Outlook account. The messages will come from another account on your network, as specified by your administrator. Contact your system administrator for assistance.

For Administrators: 

Outlook messages generated by View Scheduling will come from the Application Server user's Outlook account and not from the user who originally configured the view. The Application Server user is the trusted user account who is running the asynchronous processor service. See Configuring an Application Server for details. This user account must have an active Outlook account to send Outlook messages using Application Server.

Also, Microsoft Outlook may require that no user be logged into the Application Server in order to successfully generate and send bulk messages at the appointed time. 

For these reasons, Aptify strongly recommends that you use the Dot Net SMTP Client or Dot Net Mail NetMail system with view scheduling rather than Outlook Mail. 

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  • File Name: Specify a File Name for the view. Do not include an extension; the file extension is automatically added.
  • Append Date and Time to File Name: Select the option to add the date and time when the file is generated to the file name.
    • For a an example, a SampleFile PDF file created at 12 PM on January 1, 2006, would have this file name if the Append Date and Time to File Name option is selected: SampleFile_2006_01_01__12_00_00_PM.PDF.

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  • Recipients: Specify one or more email recipients under the Recipients tab.
    • Click the New icon to open a new Email Recipients record.
    • Enter the recipient email in the Email field.

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    • Select the recipient type (To, CC, or BCC) from the Type drop-down list.
    • Click OK to save and close the record.
    • Repeat the steps above to add additional recipients as necessary.

  • Email Properties: Click the Email Properties tab and specify the sender address (From Email), the subject line (Subject), and the Body of the email message.

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Note
titleDeleting Scheduled Views

To successfully delete a scheduled view, a user must first open the View Properties Dialog for the view and clear the Schedule This View to Run Automatically option on the Schedule tab. Note that when the Views record is deleted, all associated dependencies (Process Flow Runs, Scheduled Tasks, etc.) are also deleted.