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Comment: DEV-5542 Clarified the task plan section

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  • In the repository browser find Task Plans
  • Right click on the heading Task Plans and select Add Task Plan
  • In the task plan details form:
    • Enter the Name: Run Customer Details Model
    • Tick the flag Enabled
    • Press  - Apply
    • In the Tasks section of the form, press 
    • From the drop-down menu choose Analysis Task
    • In the PhixFlow opens a new Analysis Task Details form that pops up: form on the left of the task plan form. 
      • Enter the Name: Run Customer Summary by Region
      • Press Press Image Added Apply
      • Go to the Analysis Models section
      • Open the model Introduction to Modelling
      • Find the stream Customer Summary by Region
    • Press Image Removed - Show the list of Streams
      • Streams section and press Image Added Show the list of Streams
      • On the right, PhixFlow displays the list of streams in the repository
      • Find the stream Customer Summary by Region and drag it into the list of streams
    • to be run by the task
      • in the form.
        Image Added
      • Press Image Modified to save and close the Analysis Task Details form
  • In the main task plan details form go to the Send By Email tab
  • Enter the following:
    • Email from: system@PhixFlow.com
    • Subject Expression:

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  • Go to the Notification section
    • Drag the user Train (the user you are currently logged in as) into the list of recipients
  • In the main task plan details form press 
  • Right-click on your task plan and select Start
  • You will receive another email from the export of the customer summary, and an email with the status of the task plan run

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