Automatically Perform Calculations

Automatically Perform Calculations

Using saved Calculation Templates, calculation can be automated as a task. They need to be associated with a filter setting which can be taken from a Saved Datasheet.

  1. From within the Tasks grid view, either double-click on a selected task row, or click on the Edit The Edit Tasks dialogue window appears.
  2. Select the Calculation template from the drop down list.
  3. Select a Saved Datasheet from the Filter From drop down list to apply the calculation template to.
  4. Set the recurrence interval over which you wish the Task to run.
  5. (Optional) To add sub tasks, click Add Sub Tasks (See Add Sub Tasks for more details).
  6. Click OK.
  7. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks grid view.

 

See also:

  • Save a Datasheet

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