Formula Judgment—Execution Conditions

Version

Application Scenarios

You may hope to dynamically execute push tasks through the Formula Judgment function in Task Schedule. When the execution conditions are met, FineBI will push information to relevant personnel.

Functions

Through Formula Judgment, FineBI can dynamically execute scheduled tasks based on the formula judgment results.

• When the formula judgment result is true, the system will execute the scheduled task.

• When the formula judgment result is false, the system will not perform or delay the execution of the scheduled task.

Note:

For details, see Supported Formulas in Task Schedule.

This article uses a simple example to introduce how to use the Formula Judgment function in Task Schedule.

Through Formula Judgment in Task Schedule, Sales Manager Alice will be pushed the latest sales details at 18:00 every day within 2023.

The BI dashboard used in the example is Sales Real-Time Dashboard in Industry Application > Internet > Sales Data.

The data tables used by this dashboard is in the Sales folder in Public Data > Department Data.

Preparing a Dashboard

Before setting up a scheduled task, you need to first get the link of the dashboard used in the scheduled task, so that the dashboard can be pushed to the user's app.

1. Log into FineBI as the admin and click My Analysis.

Choose Industry Application > Internet, select Sales Real-time Dashboard, and the ID after report in the URL is the dashboard ID. The form of a dashboard preview link: http://IP address:port/webroot/decision/v5/design/report/dashboard ID/view.

Note:

1. The IP in the link cannot be localhost. It should be the actual IP address of the computer.

2. The URL have to be accessed through FineBI's app client. If the internal and external networks are not interconnected, it cannot be accessed.

To view the FineBI templates used in Task Schedule, you need to have the Component Data permission of the data tables used by the dashboard.

Log into FineBI as the admin and choose Manage > Permission > General permission configuration > Permission Quick Configuration.

Select Dept. > Sales department > Sales Manager, click Data Authorization, and assign the Component Data permission of the Sales folder.

Adding a Task

Log into FineBI as the admin, choose Manage > Task Schedule > Task Management, and click Add Tasks to add a scheduled task.

Basic Settings

1. Set Sales_Data as Task Name.

2. Click Edit in Default User Group.

Select Sales Manager in Sales department.

Click OK.

Note:

If you need to use Platform Notification, you need to set Default User Group, otherwise the notification cannot be sent to anyone.

Confirm that All Departments:Sales department:Sales Manager is selected in Dept., and click OK to finish setting the default user group.

Click Next.

Task Scheduling Object

1. Select BI Template as Object Type.

Select Sales Real-Time Dashboard under Industry Application > Internet > Sales Data.

2. Set ${now()}Sales Performance as File Name.

Click Next.

Scheduling Cycle

Select Detailed Frequency Setting as Frequency, and click Add.

Set 18:00 as Time.

Select Daily as Execution Date, and Select All as Month.

Click OK to successfully add the detail frequency.

Tick the detail frequency added in the previous step.

Select Formula Judgment as Conditions.

Set YEAR(TODAY()) = 2023 as the execution condition.

Click Next.

File Processing

1. Select Client Notification as the Processing method.

2. In the Client Notification settings:

Tick APP Notification.

Select Link Message as Message Type.

Recipient: Default User Group

Subject: ${today()} Sales Performance

Content of the email: Please check today's sales performance.

Tick Custom Link and enter the dashboard preview link prepared in section "Copying the Template Link".

Click Save.

Demonstration

Since the task is executed at 18:00 every day, the task effect cannot be seen immediately.

To see the effect immediately, you can go to Manage > Task Schedule > Task Management to find the task, and select Run Once.

The user Alice is Sales Manager in Sales department.

After the task is executed once, Alice logs into FineBI's app client and can receive a new message.