E-mail View Tasks
The RALS™ SYSTEM provides the ability to manage e-mail view tasks. Allows the user to automatically or manually send data table content via e-mail.
E-mail View Task Execution
E-mail view tasks can be automatically or manually executed. One email is sent per display view to all recipients defined within the e-mail view task.
If a task is executed that includes at least one recipient that is inside the task owner’s institution access and at least one recipient that is outside the task owner’s institution access, then the task execution is successful and e-mails are sent only to recipient(s) inside the task owner’s institution access.
Institution Access
An e-mail view task’s institution identity is defined by user selection when the task is created. The assigned institution cannot be changed later.
Fields
E-mail View Task fields are located in the following places in the RALS™ SYSTEM:
Data Table Fields
See Tasks - Data Table Fields for more information.
Add Fields
When adding an e-mail view task, the fields are defined as follows:
| Field | Notes |
|---|---|
| General | See Tasks - Add Fields |
| Criteria | |
| Recipients | Recipients who will receive an e-mail when the task is executed |
| Views | Display views which will be sent via e-mail when the task is executed |
| Attachment | Additional export file to include as an attachment to e-mail |
| Body | Message to be included in the body of sent e-mail |
| Schedule | |
| Automatic Execution | When checked, the task will automatically executed |
| Time Zone | The time zone applied to the view’s filters and the display of data in the email |
| Due Time | Next Execution time; if multiple time zone support is enabled, it is displayed relative to your time zone and automatic tasks will execute at the time displayed |
| Repeats | Indicates how often a task schedule repeats |
| Interval | The time that the RALS™ SYSTEM will add to the due date or completion date after completion of a task to calculate the task’s next iteration’s due date |
| Repeats Based On | Execution of task based on due time or completion time |
| Notes | |
| Notes | Open text field that can be used at your discretion |
View or Edit Details Fields
When viewing or editing an e-mail view task details, the fields are defined as follows:
| Field | Notes |
|---|---|
| General | |
| Name | Task Name |
| Owner | RALS™ SYSTEM user assigned as the owner of the task |
| Institution | Institutuion associated with the task |
| Criteria | |
| Recipients | Recipients who will receive an e-mail when the task is executed |
| Views | Display views which will be sent via e-mail when the task is executed |
| Attachment | Additional export file to include as an attachment to e-mail |
| Body | Message to be included in the body of sent e-mail |
| Schedule | |
| Automatic Execution | When checked, the task will automatically executed |
| Execute For | E-mails will be generated for this relative date range (Previous Month, Previous Quarter, etc.) |
| Time Zone | The time zone applied to the view’s filters and the display of data in the email |
| Due Time | Next Execution time; if multiple time zone support is enabled, it is displayed relative to your time zone and automatic tasks will execute at the time displayed |
| Repeats | Indicates how often a task schedule repeats |
| Interval | The time that the RALS™ SYSTEM will add to the due date or completion date after completion of a task to calculate the task’s next iteration’s due date |
| Repeats Based On | Execution of task based on due time or completion time |
| Notes | |
| Notes | Open text field that can be used at your discretion |
| Executions | See Executions for more information |