The Scheduler task action allows a designer to execute any scheduled job, whether it is active or not. For example, a report designer can include a Scheduler Action on a button control to execute a specific report batch job, such as batch PDFs. Note that this action only works for tasks that are within the same scope (i.e., specific model, global, etc.) as the workbook containing the Action button/control.
To set up the Scheduler task action, first select a form element. You can use a button, a checkbox, a list box, a Date Picker, or a ComboBox for this action. As an example, a button is chosen here.
- In the Insert menu, click on the Button icon.
- Click on the Actions tab and click on Add action. Select the Scheduler task action.
- The next dialog offers several options for the Action. Using the close button, you can close the action, and by clicking on the Bin icon you can delete the action.
- Choose the Scope and the task.
- Label and format the button as desired.
Scheduler Task Confirmation dialog
When you choose the Scheduler Task action in the Type of action dropdown menu, you can see the Confirmation dialog option at the end of the action dialog.
In the Confirmation dialog, you can customize a confirmation message for the end user. You can add a Title, Body, Primary button label, Secondary button label, and an Icon to your customized message. The screenshot below shows a confirmation message:
Assigning Actions to Workbook event
As a Jedox Report Designer, you can assign an Action to open, load, and close workbook events. This way, the states are initialized or cleaned up without needing to write any Macros.
To assign an Action for workbook events, click on File > Workbook event.
You can assign a Scheduler Task Action to the Load, and Close workbook events.
Notes:
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Actions assigned to the Workbook events in the "Resource" workbooks (workbooks loaded in the background while some reports are opened) will not be executed.
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When using a Canvas, only Actions assigned to the Workbook events in the current Workbook, which contains the Canvas, are executed. Actions assigned to the Workbook events in other workbooks, from which the content is loaded into the Canvas, will not be executed
Action failure
You can choose between two options in case an action fails. First, choose to show a feedback popup, and second, ignore the failure and go to the next action.
Updated June 5, 2023