5. If there are prompt(s) associated with the query (i.e. Institution or Business Unit), a pop up screen will appear asking you to populate the prompt(s). Not all queries will have prompt(s).
6. The Process Scheduler Request screen will appear. Select additional choices on how the Scheduled Query will run.
a. Server Name should remain blank.
b. Recurrence will indicate how frequently the Schedule Query should run. Leave blank for a one-time occurrence.
c. Run Date and RunTime indicates when the Scheduled Query will run. The default settings are to run the Scheduled Query immediately. Scheduled Queries can also be run at future dates and times.
7. From the Process List, use the dropdowns to make the below choices.
a. Type (Email/Feed/File/IB Node/Web/Window). It is recommended to run Large Result Delivered Queries as Web.
b. Format (HTM/PDF /TXT/XFORM/XLS/XML/XMLP). It is recommended to run Large Result Delivered Queries as a TXT format. This will result in an Excel output file. Click OK.
Navigation: Main Menu -> PeopleTools -> Process Scheduler -> Process Monitor
- To view the Query Scheduler output, navigate to Process Monitor.
- The Scheduled Query should be listed in the Process Monitor. The Scheduled Query is ready to retrieve when the Run Status shows Success.
- When the Scheduled Query indicates it has run successfully, click on the Details link.
- The Process Detail screen will appear. This screen gives details on the Parameters used; the Message Log gives detail if there are errors running the Scheduled Query.
- Click on the View Log/Trace link to retrieve the Scheduled Query.
- Click on the output file. The output file will include the Scheduled Query name and the Process Instance Number in the name. It will be a .csv file if you selected to run a TXT.
- A pop up window will ask what application to open the Scheduled Query with. If you selected TXT, the default is Microsoft Excel. Click OK.
- The Scheduled Query output is now available as an Excel file.