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Publish tasks

Qlik NPrinting apps contain tasks. Tasks can be used to distribute reports to specific recipients, or schedule data imports.

You need to have an Administrator, Developer, or custom role to create publish tasks. You can manage tasks from the Publish tasks page.

To learn about import tasks, see: Importing users.

Creating a new publish task

Do the following:

  1. Select Tasks from the main menu, and click Publish task.
  2. Click Create task.
  3. Enter a name for the task. For example, the name of the user associated with the task.
  4. Select an app from the drop-down list.
  5. Leave Days to keep, Reports to keep, and Enabled at their default values.
  6. Under Report security, you can input a Password to open, a Password to write, or both.

    This step is optional. Users will need to input these passwords to access reports attached to this task.

  7. Click Create.

Adding a report to a task

Do the following:

  1. Go to the Reports tab, and click Add report.
  2. Select a report from the Choose report drop-down list.
  3. Select a report format from the Output format drop-down list.
  4. Select image resolution from the Quality drop-down list.
  5. Leave the Attach to email and Enabled check boxes selected.
  6. Click Add report.

Assigning a user to a task

Do the following:

  1. Go to the Users/groups tab, and click Add user or group.
  2. Click the Choose recipient drop-down list and select the user that should be assigned the task.
  3. Select the Enabled, NewsStand destination, and Email destination check boxes.
  4. Click Add recipient.

    The user is now listed in Users/Groups.

Assigning filters to a task

Do the following:

  1. Go to the Filters tab.
  2. Use the arrow buttons to move filters to the Selected items box. These filters will be applied to the task.
  3. Click Update task filters.

Setting a destination

You can set NewsStand and email as destinations. All the users added in NewsStand have access to the reports that are associated with their profile.

Do the following:

  1. Go to the Destinations tab.
  2. Enable the NewsStand check box for all users that should access reports via NewsStand.
  3. Enable the Email check box for all users that should receive reports via email.
  4. Click Save.

Creating an email

See: Distributing reports by email

Creating triggers

Triggers manage the automatic execution of tasks.

Do the following:

  1. Go to the Triggers tab, and click Create trigger.
  2. Enter a name for the new trigger.
  3. Set the Schedule type and Start date.
  4. Select a Time zone.
  5. Click Create.

To learn more about triggers, see: Creating a distribution schedule.

Adding conditions to a task

You can add conditions only to reports already inserted into tasks. It is not possible to add conditions directly to reports. A report is generated only if related conditions are satisfied.

Do the following:

  1. Go to the Conditions tab, and click Add condition.
  2. Select True or False in the Expected result drop-down menu. If you select True the report will be created when the condition is verified. If you select False the report will be created when the condition is not verified. This is useful because, for example, you can add two different report with the same condition and set one true and the other false. So if the condition is satisfied the first report will be distributed, otherwise the second report will be distributed.
  3. To add anther condition, click the plus symbol, or click Add condition. You can add how many conditions you want.
  4. Click Save.

To learn more about how Conditions work, see: Conditions.

Running a task

You can now run the task you have created.

Do the following:

  1. Go to the Overview tab.
  2. Click Run now.

    A confirmation message appears at the top of the page.

To learn more about how tasks work, see: Task executions.

Running multiple tasks

You can run several tasks at once. You do not have to wait for the next scheduled execution.

Do the following:

  1. In the top menu bar select Tasks, and then click Publish task.

    The Publish tasks page shows all available tasks and related information, including the date and time of task creation, and the most recent update. You can perform actions on multiple tasks at the same time. At the bottom of the list, you can set how many tasks to display at a time.

  2. Select one or more boxes to the left of the task names.

    To select all tasks, click the top or bottom box.

  3. At the bottom of the list, click the Choose action drop-down. The following actions are available:

    • Enable: Enables the selected tasks.
    • Disable: Disables the selected tasks. The tasks are stored in the repository, but they are ignored by the scheduler.
    • Delete: Removes the selected tasks from the repository. You cannot restore a deleted entity.
    • Run now: Starts the execution of the selected tasks.
  4. Select Run now.

    Click Go.

    This will schedule all selected tasks for execution. A green message for each task appears above the task list.

Filtering visible tasks

You can filter tasks by View, App, or Date range. You can also search by task name.

The View drop-down list has the following options:

  • All tasks: All tasks are visible. This is the default option.
  • Corporate subscriptions: Shows only corporate tasks.
  • All subscriptions: Shows all subscribed tasks.
  • My subscriptions: Shows only tasks subscribed to by the logged on user.
  • Enabled: Shows only enabled tasks.
  • Disabled: Shows only disabled tasks.

The App drop-down list contains all enabled apps.

There are two Date range drop-down lists:

  • Created:
    • Created
    • Last updated
  • All time:
    • All time
    • Today
    • Yesterday
    • This week
    • This month
    • Last 7 days
    • Last 30 days
    • Custom: Lets you set a specific date range.

To search by name, type the name of task you are looking for into the search form on the right. The list of tasks will be dynamically filtered.