Changes

Jump to: navigation, search

Scheduled Report Export

7 bytes added, 17:34, 28 May 2019
Scheduled Export
* '''Export Type''' - specify the type of export for the scheduled export
 
: ''Options:''
:* File Export - export file based on settings from [[File_Export|'''File Export''']] tab
* '''Frequency''' - How often should the report be exported.
 
: ''Options:''
:* Disabled
* '''Starting''' - specify the start date for the scheduled export
* '''Export to''' - select where you want to export the file to
 
: ''Options:''
:* '''Configuration Folder''' - Select a Configuration Folder where you would like the file to be saved.
:* '''SmartFolder''' - Select a [[SmartFolders_Overview|SmartFolder]] where you would like the file to be saved.
:* '''sftp'''
:** '''URL''' - enter the url of the sftp site i.e. ''34.234.21.159'' or my.sftp.com or my.sftp.com:2222:** '''Username''' - username to allow access to the sftp:** '''Password''' - password to allow access to the sftp:** '''Path''' - sftp folder location where the files will be pushed i.e. /in or /out or /Payments/inbound
* '''Update Status After Export''' - status of the records will changed to the selected status after export.
* '''Trigger Workflow After Export''' - workflow selected will be triggered to all records after export.
Smartstaff
1,385
edits

Navigation menu