Page Comparison

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

...

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

   Insert excerpt
   _add _add nopanel true

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

     Insert excerpt
     _save _save nopanel true

     .
4. In Tasks, click 

   Insert excerpt
   _add _add nopanel true

    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 

        Insert excerpt
        _save _save nopanel true

        .
   2. In the Streams secion section, click 

      Insert excerpt
      _streams _streams nopanel true

       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 

      Insert excerpt
      _finish _finish nopanel true

      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@PhixFlowtraining@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 

   Insert excerpt
   _finish _finish nopanel true

   .
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 

   Insert excerpt
   _finish _finish nopanel true

   .
5. Wait for your task plan to start under its schedule.
6. In the task plan settings, remember to deselect "Enable" after it has run to avoid getting an email every day.