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  • In the left-hand menu bar press - Show the list of Task Plans
  • Press Press Image Modified
  • In the Task Plan details form that pops up:
  • Enter the Name: Run Customer Details Model
  • Tick the flag Enabled
  • Press Press Image Modified - Apply
  • In the Tasks section of the form, press Image Removedpress Image Added
  • From the drop-down menu choose Analysis Task
  • In the Analysis Task Details form that pops up:
    • Enter the Name: Run Customer Summary by Region
    • Press Apply
    • Go to the tab Streams/Alarm Generators
  • Open the model Introduction to Modelling
    • Find the Stream Customer Summary by Region
  • If this has hidden the task configuration form, bring it back up – remember to use the task bar at the bottom of the PhixFlow application to find it
  • Hold down the Shift key on your keyboard, select the Stream Customer Summary by Region on the model and drag it into the task
  • Press Press Image Modified
  • In the main Task Plan details form go to the Send Results By Email tab
  • Enter the following:
    • 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
  • Go to the User Recipients tab
    • 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 Image Removedpress Image Added
  • 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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  • Double-click your new Task Plan to open the details form
  • In the Details tab:
    • Tick the flag Scheduled
  • Go to the Schedule tab that appears
  • Enter the values:
    • Seconds: 0
    • Minutes: (2 or 3 minutes from now)
    • Hours: (the current hour)
    • Day of Month: *
    • Month: *
    • Day of Week: ?
    • Year: *
  • Press Image RemovedPress Image Added
  • Wait for your Task Plan to start under its schedule