It’s now time to create your first schedule! Click the button “New in the upper right corner and you will be served a form to fill in the details of your schedule.
The name or description of the schedule you are creating.
The site the task is performed from. This site also comes with mailing lists and recipients when they are specified.
With the status set to inactive, you can temporally deactivate a schedule and its tasks.
Specify when the schedule should be sent. For example, daily at a certain time or on specific days of the week.
Start and end on
This way you can schedule in advance and set the start date. After the end date, the schedule will automatically be deactivated.
An email will be sent to the admin if a task fails. Also, in the test mode, this email address will be used.
In the test mode, the email will only be sent to the admin. This way you can test if the schedule works properly.
Click Save to store the schedule.
Import and export schedules
It is wise to export an existing task to understand the formatting quickly. The formatting is shown below.
To edit an existing task, leave the task_id in place. To create a new task, Leave it empty to create a single view in a task. When using multiple views in one task, please give it a fake id that does not yet exist in the database.
Task_id, task_name, filename, emails, mailing_lists, and save are settings that apply to one task. So multiple views within the same task should be similar. Otherwise, the MailScheduler will take the final row into account.
The view_id will be empty for new tasks. To update an existing view, leave the id the same. We recommend using each view in only 1 task and do not reuse a view. By filling the view_url (case sensitive!), the MailScheduler will search for the exact name match on your Tableau. You can put filtering queries in the query column, and multiple export types are supported: pdf-v, xls, csv, image.
When you are done editing the CSV file, import it again. Select choose file, select the CSV file, and hit upload.