By the end of this chapter you will be able to:

...

Creating Tasks and Task Plans

1. In the repository browser , find Task Plans. Right-click on Task Plans to display the pop-up menu.
2. Select 

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   . PhixFlow opens a new task plan settings.
3. In Basic Settings, set:
   • Name: Run Customer Details Model
   • Enabled: tick
   • In the toobar, click 

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     .
4. In Tasks, click 

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    and from the drop-down men, select Analysis Task. PhixFlow opens a new Analysis Task Details settings tab on the left of the task plan settings tab. 
   1. In the  Basic Settings section, set:
      • Name: Run Customer Summary by Region
      • Click 

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        .
   2. In the Streams secion, click 

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       to list the 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 in the form.
        
   3. Click 

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      to save and close the analysis task details settings.
5. Back in the task plan settings, in the Send By Email section, set:
   
   • Email from: system@PhixFlow.com

     
     

   • Subject Expression:

     Code Block
     "Result of Run Customer Details Model at " + now()

     
     

   • Message Expression:

     Code Block
     "Result of Run Customer Details Model at " + now() + ": Messages: " + _messages + "; Warnings: " + _warnings + "; Errors: " + _errors

     
     

6. In the  Notification section, drag the user Train (the user you are currently logged in as) into the list of recipients.
7. In the settings toolbar, click 

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   .
8. Right-click on your task plan and select Start. PhixFlow runs the task plan and sends an email to the selected user.
9. You will receive another email from the export of the customer summary, and an email with the status of the task plan run.

...

1. Double-click your new task plan to open its settings.
2. In the Basic Settings section, set Scheduled: tick. PhixFlow displays a Schedule section. 
3. You need to enter values that will run the task plan 2 or 3 minutes from now. 
   For day, month and year fields you will use wildcard characters * and ?.
   Enter:
   
   • Seconds: 0
   • Minutes: mm
        where mm is 2 or 3 minutes from now. For example, if the time is now 11:41 am, enter 43.
   • Hours: hh
        where hh is the current hour. For example, if the time is now 11:41 am, enter 11.
   • Day of Month: *
   • Month: *
   • Day of Week: ?
   • Year: *
4. Click 

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   .
5. Wait for your task plan to start under its schedule.