How to Schedule a Saved Search
Saved searches can be distributed in real-time on a schedule.
1. Follow the steps above, then go to step 3 below.
2. If you have a saved search and want to add a schedule, expand your search and click on Edit Favourites.
3. Click on the Schedule tab.
4. Set up the schedule as required.
Frequency - Once, Daily, Weekly or Monthly.
Start Date - Set date when to begin sending the report out.
End Date - Select the desired run time.
5. Select who you want to send the report to
Distribute To - who do you want to send the report to.
6. Choose document type to send report on.
Distribute Via - To send the report to users on RIB CX it must be distributed via a document type that exists on the project.
7. Configure how you want to notify users when the Report is sent out
8. Click Save.
What the Recipient Receives
1. The email is sent to your registered email address.Report on Documents Created the Scheduled Search (below is the email if you have elected to have a Preview Email for your notifications).
2. Click on Open in RIB CX to view the form in CX.
3. Otherwise you can download the excel spreadsheet that is attached to the email.
4. This is the excel file.
View the Schedule History
To view the execution history of saved searches that run on a schedule, navigate to the Schedule tab of a saved search.
Click on Schedule History.
This report will display a list of all the times this schedule ran and record all forms that were created as part of running the schedule.
| Table of Contents |
|---|