Process Details
To send alerts for a custom email alert type or a task reminder email alert, you must run a send process. When you run the send process, the program determines whether changes to the selected data list match the parameters of the alert type. If the changes match the parameters, the program then automatically send alerts to the assigned users to inform them of the change. From the record of the email alert, you can start the send process. For information about how to start the send process, see Start the Send Process for an Email Alert.
To view the status of the most recent instance of the send process or information about previous instances of the process, select the Process Details tab. From this tab, you can also add and manage job schedules to run the process automatically.
Under Recent status, you can view the current status of the process to determine whether it completed successfully. You can also view the status message generated for the most recent run; the user who ran the process and on which server; the dates and times the process started and ended and its duration; and the total number of records processed, how many of those records processed successfully, and how many exceptions it generated.
Under History, you can view records of the previous instances the process was run. For each instance, you can view its status, the status message generated for it, the user who ran it, its start and end dates, its duration, the total number of records processed, and which server handled the process. To view all process instances of a specific status, select Filter on the action bar to display the Status field and Apply and Reset buttons. In the Status field, select the status of the processes to display such as Did not finish, and select Apply.
From the History grid, you can also delete records of previous instances of the process.
Under Job schedules, you can view the job schedules set for the job. For each job schedule, you can view its job name, whether it is enabled, its frequency, its start date and time, its end date and time, and the dates the schedule was added and changed in the database. From the grid, you can manage the job schedules set for the process.
Tip: You can also generate a Windows scripting file (*.wsf) to run the send process with an automated launch program such as Task Scheduler. For information about how to create a *.wsf file for the process, see Generate a Windows Scripting File for the Send Process.
Add a Job Schedule for the Send Process
To automate the send process, you can create job schedule for the process. When you create a job schedule, you define when the job runs, such as weekly or nightly.
Edit job schedules
After you create a job schedule for a process, you can update it. For example, you can adjust its frequency. You cannot edit the package to create the job schedule. To edit a job, select it and select Edit.
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On the Job schedules tab, select a job and select Edit. The Edit job screen appears. The options on this screen are the same as the Create job screen. For information about these options, refer to Create job screen.
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Make changes as necessary. For example, in the Schedule type you can change how often to run the process.
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Select Save. You return to the Job schedules tab.
Delete job schedules
On the Job schedules tab of the status page, you can delete a job schedule of the process. This deletes the scheduled job as well as changes made to it outside the program. To delete a job schedule, select it and select Delete.
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On the Job schedules tab, select the job and select Delete. A confirmation screen appears.
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Select Yes. You return to the Job schedules tab.
Delete an Instance of the Send Process
When you run the send process, the program automatically saves a status record of the instance. On the Process Details tab of the email alert record, the History grid displays the previous instances of the process. You can delete the status record of an instance of the process as necessary.
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On the record of the email alert type from which to delete the instance, select the Process Details tab.
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Under History, select the status record to delete.
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On the action bar, select Delete. A message appears to ask whether to delete the status record.
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Select Yes. You return to the Process Details tab. Under History, the status record no longer appears.