Timed Tasks Push Messages To APP

  • Last update:December 30, 2021
  • I. Overview

    1. Version

     Report server versionHTML5 mobile terminal display plugin versionFunction changes
    10.0V10.0-
     10.0.11V10.4.975Fix the problem that the chart shrinks when the Task schedule result is pushed to the mobile terminal


    2. Application scenarios

    In the following situations, users want to push the results of scheduled tasks to the App:

    • In the sales industry, a manufacturer has many distributors, and distributors need to purchase from the manufacturer, remittances and other operations; manufacturers also regularly send information to distributors to inform them of the remaining status of the goods, remittance status, etc.

    • After the company pays the salary, it sends an employee a salary message about the employee.


    3. Function introduction

    When the user sets a scheduled task, check the Client Notificationin the File Processingstep to push the results of the scheduled task to the FineMobile data analysis App, and the user can log in to view it.

    Chapter II of this document uses a simple example to demonstrate how to use the Task schedule client notification function.

    Chapter III of this document explains in detail the notification function of the Task schedule client.


    4. Function extension

    This document only introduces how to push messages to the FineMobile data analysis App through scheduled tasks   .

    However, scheduled client notifications can also be pushed to third-party platforms such as WeChat and Dingding. For details, please refer to the following documents:

    II. Example

    Example in this document : By scheduling tasks regularly, push the latest sales details to the salesLeader APP client of the sales department at 18:00 every night.

    1. Add task

    The administrator logs in to the data decision system, clicks Management System> Task schedule> Task Management, and clicks Add Task"to add a scheduled task. As shown below:

    1.png


    2. Basic settings

    1) Task Name is set to TodaySales.

    2) Click the Editbutton of the Default User Group Select the saleLeader of the sales department for the department, and click OKAs shown below:

    2.png

    3.png

    Confirm that the department has selected All Departments: Sales Department: salesLeader, click OK, the default user group setting is complete. Click Next, as shown in the figure below:


    3. Scheduling objects

    1) Select Report Template for the object type, and select the template GettingStartedEN.cpt.

    2) The file name is set to ${now()} sales.

    Click Next, as shown in the figure below:

    6.png


    4. Scheduling cycle

    Select Detailed Frequency Setting for execution frequency, and click Add.

    Set the execution time to 18:00, the execution day to Daily, and the execution month to Select all. Click OK"to successfully add detailed frequency.

    Check the detailed frequency just added and click "Next". As shown below:

    7.png


    5. File handling

    1) Check Client Notification as the processing method.

    2) In the Client Notificationsetting:

    • Push terminal check: APP Notification

    • Recipient: Default User Group

    • The topic is:${today()} sales

    • The content is:Today sales.

    • Link check: Timed result link

    • Checked: Text plus result link

    • Check: Use attachment

    Click Save, as shown in the figure below:

    8.png


    6. Effect preview

    Since the execution frequency of this task is executed once every night at 18:00, the effect of the task cannot be seen immediately.

    In order to see the effect of the task immediately, you can find the task in the Management System> Task schedule> Task Managementinterface and select Run Once.

    9.png

    The user corresponding to the position SalesLeader is Lisa (Lisa, 123456).

    When the task is executed once, Lisa (Lisa, 123456) logs in to the  FineMobile data analysis App and receives a new message. As shown below:

    10.png

    III. Function details

    In the step of Task Schedule> Processing, the user can choose the processing method of Client Notification, and the push terminal can be selected as APP Notification in the client notification. As shown below:

    This chapter will introduce in detail the functions and precautions of the processing method of Client Notification-APP Notification.

    11.png

    1. Prerequisites

    The report project server needs to be able to access the message push server to be able to use the push function normally, but the push server cannot be accessed in the report project intranet environment.

    The administrator can set up a proxy server to forward the communication between the internal network report server and the outside through the proxy server.

    For details, see: Proxy server configuration  .


    2. Recipient

    The recipient is the default user group set in Task Schedule>Basic Settings, and the scheduled task will push messages to the APP client of the default user group.

    Therefore, if you need to use Client Notification-APP Notification, you must set the default user group, otherwise the message cannot be sent to anyone.

    12.png


    3. Message type

    Client notification-APP notification only supports link messages, and other message types will be converted to link messages for sending.

    Note: WeChat and DingTalk support graphic and file messages. For details, please refer to:  WeChat DingTalk supports other message types


    4. Theme

    The subject is the title of the client message and the title of the link opened. It is required and cannot be empty.

    1) The theme supports ordinary text, which can be entered manually.

    2) The topic supports formulas. For the formulas that can be used, please refer to: Task Schedule supported formulas  .

    13.png


    5. Content

    The content is the body content of the message and is not required.

    1) Support text

    The content supports ordinary text, which can be entered manually.

    2) Support formula

    The content supports formulas. For the formulas that can be used, please refer to: Task Schedule supported formulas  .

    14.png


    6. Link

    There are two types, namely timing result link and custom link.

    1) The timing result link is the content of the generated schedule object result report.

    15.png


    2) Custom link, you can mount  the URL generated when Types of Template Preview FineReport designer  .

    If the custom link is the report template, click the link generated by the report preview, and the report function can be realized on the client side.

    Note:  The IP in the URL generated by the Preview template needs to be modified according to the actual situation  , so that the custom link can take effect

    IV. Matters needing attention

    1. Zoom out the chart

    1) Problem description

    After the timing scheduling result is pushed to the mobile terminal, the chart is obviously smaller than the preview effect of the mobile terminal, as shown in the following figure:

    16.png

    2) Reason analysis

    already setupMobile phone re-layoutAfter generating the Task schedule result, the chart will be converted into a picture. Due to adaptive issues, the chart may become smaller.

    3) Solution

    In the timing scheduling result generated by the new version, the chart is still a chart object and is not converted into a picture to solve the problem of being reduced.

    Users need to update the report server to V10.0.11, and the HTML5 mobile display plug-in to V10.4.975.

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