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Operations App users can subscribe to a saved Find Query Definition which automatically queues an Email that sends the Find results attached
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as a .csv file. If there is a custom report associated with the find, the results will be sent using the report format. There can be multiple subscriptions so that specific recipients can have different schedules.
| Note |
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This feature does not work for Basic finds that are saved. |
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You can subscribe to Basic and Advanced finds using the Find (BETA) tool. See Find (BETA) Subscriptions. |
This feature is controlled by
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user
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permission, please remember to enable the permission for users that need access to this feature. To enable
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permissions to use this feature see this article: How to Email Find Results.
Creating a Subscription to Automatically Email a Saved Find Query Definition
Follow the steps below to set up an automatic Email schedule from Saved Find Reports:
Open
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the Find form from the top menu bar
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.
Click
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the Load Query Definition
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icon.
Select a saved Query Definition and
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click Subscribe.
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If a Query Definition requires human interaction by requiring user input, subscription to the Query Definition is not allowed and the below message is displayed:
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From the Edit Subscriptions window
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choose New Subscription.
Select a previously saved Message Format from
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the drop-down.
Fill in
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the Email Recipients(s)
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field.
If you would like to generate an email report even if there are no issues found, enable
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the checkbox.
Configure
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the Recurrence Pattern
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and click OK.
The new subscription displays in the Subscriptions list and generates an email report that is sent according to the Recurrence Pattern.
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Clicking
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the Run Now
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button marks the Definition to execute immediately.
From the Subscriptions window the Last Sent, Error Text, and Next Run Date Time fields display a timestamp of the runs that have occurred or will occur.
If any previous runs of the Advanced Find have failed, a message "Double click for error text" is displayed in the Error Text field for further investigation.
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Query Definitions can have multiple Subscriptions by simply repeating these same steps. Multiple Subscriptions will display in the Edit Subscription window (shown above).
Editing and Deleting a Subscription
Once a Subscription is created, users can Edit and Delete saved Query Definitions by following the steps below:
Editing a Subscription:
Open
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the Find form from the top menu bar
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.
Click
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the Load Query Definition
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icon.
Select a previously saved Query Definition and
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click Subscribe.
From the Edit Subscriptions window highlight the Subscription you would like to Edit and click
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the Edit button.
Once edited
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click OK.
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Deleting a Subscription:
Open
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the Find form from the top menu bar
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.
Click
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the Load Query Definition
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icon.
Select a previously saved Query Definition and
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click Subscribe.
From the Edit Subscriptions window highlight the Subscription you would like to Delete and click
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the Delete button.
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Click Yes to the warning if you are sure you would like to Delete.
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