On the General wizard guide page, the new task can be configured regarding reload, name, category, and attributes.


Perform Reload

To enable the function that reloads the document when the task is run, tick this check box. To disable the reload function, untick this check box.

Task Name

To edit the name of the task, enter the preferred name in this text box.

Примечание: The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for example, 'MyTask' will become 'MyTask (2)'.

Select Category

To assign a category to a document, select one of the available categories, presented in the drop-down list.

Default value: Default.

Or Type a New Category

To create a category, enter a descriptive name in this text box. The new category will be available in the Select Category drop-down list. The category is presented on the QlikView AccessPoint.

Примечание: Categories can be reassigned, but cannot be deleted.

Document Description

To create a document description that is displayed in Document Details on QlikView AccessPoint, enter a description in this text box.


Meta data attributes can be created and assigned to a document. These attributes are arbitrary pairs of name and value. They are not saved in the document, but in the meta data of the QlikView Server, utilizing the QlikView Server Document Metadata Service (DMS) facility. A third-party application can read and extract the attributes from the database, using the qvpx protocol. The attributes are presented on the QlikView AccessPoint, in which they are used to help finding the correct document. To create an attribute and assigned value entry, to be stored in the meta file, click on the Add icon, , to the right in the pane, and configure the following fields:


To configure a meta data attribute name, enter a descriptive name in this text box.


To assign a value to the meta attribute name in the Name field, enter the value in this text box.


To entirely remove a configured entry from the list, click on the Delete icon,.


To get context sensitive help information (this WebHelp), that is, detailed information about the contents of the current page, click on the Help text in the upper right corner of the page.

Movement Buttons

If applicable and available, use the following buttons to move between pages within the wizard:

  • Previous, meaning 'go back to the previous wizard guide page'; the configuration on the current wizard guide page will be stored until moving forward again, using the Next button.
  • Next, meaning 'go ahead to the next wizard guide page'.
  • Примечание: This button is only available when the current wizard guide page has been configured with the required data.

  • Finish, meaning 'finish this wizard', using the configured information.
  • Примечание: This button is only available when all of the wizard guide pages have been configured.

  • Cancel or , meaning 'abort this wizard', without using or storing any configuration; no task will be created.