Creating Task to Send an HTML Formatted Data via Email

Allows you to create tasks to generate and email HTML-formatted table exported from a selected workbook and dashboards.

IMPORTANT: Use with caution! When emailing HTML formatted data, the email message size runs the risk of becoming very large if the data used in the visualization is too large and/or complex. The data volume will not stop Panopticon Real Time from creating the message and the HTML-formatted data, but email servers may struggle to send and/or receive the message.

1. On the New Task pane, enter the Name of the task. Ensure the name is unique.
2. Tap the Activated slider to turn it on.
3. Select the Trigger. You can either select:
   • Period then enter the Interval (in seconds), or

     

   • CRON then enter a CRON Expression on the format:

     sec mins hours dayofmonth month dayofweek (e.g., 09 02 18 ? * MON-FRI)

     

4. Select the task Type: Email HTML Formatted Data.
5. Upon selecting Email HTML Formatted Data, the Scheduler page changes to allow specification of the following:
   • Enter the Description of the task.
   • Select the Workbook Name in the drop-down list. These are the published workbooks available in the Workbooks page.
   • Select the dashboards and parts to include in the HTML formatted data file by checking their corresponding boxes in the Dashboards and Parts drop-down list.
   •  You can also opt to enter the Parameter Values that will be added as parameters to the subject line of emails or as dashboard values in the HTML Formatted File.

     Such as Parameter=Value, and are comma separated. For example:

     Region=Europe,Industry=Financials

     NOTE:

     • See Setting Parameter Values in Scheduler Tasks for more information on the different syntax you can use to enter parameters with multiple values, as well as parameter values that contain comma.
     • The following Date/Time range querying parameters are also supported in the Email HTML Formatted Data task:
       • CurrentTime
       • LastWorkDay
       • WeekStart
       • QuarterStart

       For example:

       {CurrentTime:dd-MMM-yyyy}

       However, when there is no Date/Time format supplied, the default format yyyy-MM-dd will be used instead.

6. Enter the email address of the recipient in the To field.
7. You can also enter the following:
   • Sender Name alias to use when sending email. If left blank, the value of email.sender_name property in Panopticon.properties will be used.
   • CC and/or BCC recipients of the email separated by a comma
   • The mail message subject to be used in the email notifications in the Subject field.

     NOTE: Supports dashboard parameters.

   • Content of the email in the Body box.
8.  Click  .
   • Once saved, you can opt to click  to manually run the task.
   • Click  to go back to the Tasks pane. A new task is added to the list.

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