Automate Your Tasks

Automate Your Tasks

DataSight has a facility for automating tasks based on an existing import template, saved datasheet, saved chart, saved report, calculation template or document.

A task is the scheduled work that can be automated and this is performed by the DataSight Service Manager. The Service Manager monitors the time or event criteria that you choose and then executes the task when those criteria are met.

A Task could be the output of a file in a format such as a pdf, RTF, HTML, JPG or xls, or it could involve the addition of new data to your database. You can email the DataSight files to a number of recipients, ro save them to an FTP server. You can regenerate files periodically with the same file name, or DataSight can automatically increment file names such as Temp 001.jpg, Temp 002.jpg...You can perform Tasks in a sequential order.

When a Task is created by a non-Admin user, the account used to create the Task is saved with the Task and subsequently used to execute the Task with the permissions of its creator ensuring security of data is maintained. An Admin user can remove the user account saved with the Task, allowing the Task to be executed with full permissions within the database.

Tasks can be grouped into a Task Group for better sorting / filtering when viewing a large number of Tasks.

 

Open the Tasks grid view

  • Click Tasks in the Automate Group on the DataSight Ribbon. A Tasks grid view will appear in the Main Panel.

Note

Prior to creating tasks, ensure that you have an existing Saved View with appropriate filters on your data, or an import or calculation template, or Document.

 

Open the Task Group list

  • Click Task Group in the Automate Group on the DataSight Ribbon. The Task Groups grid view will appear in the Main Panel.

 

Service Manager

DataSight's Service Manager:

  • Enables you to perform automated DataSight tasks on a computer.
  • Enables you to schedule DataSight tasks to run at any time or when a specific event occurs.

A task is the scheduled work that the Service Manager performs. A task is composed of different components, but a task must contain a trigger that the Service Manager uses to start the task and an action that describes what work the Service Manager will perform. 

The Service Manager monitors the time or event criteria that you choose and then executes the task, as defined within DataSight, when those criteria are met.

If connection to a DataSight database is not established on the Service Manager, tasks cannot be automated on the database.

Unlike DataSight, the Service Manager is started by default when the operating system starts up. For further information regarding the DataSight Service Manager please refer to the Service Manager Help Guide.

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