How to Create Tasks

    This lesson demonstrates the procedure for creating a task. It is presumed that you are familiar with common NPrinting procedures.

    We are going to create and send an e-mail message having a Word, an Excel, and a PowerPoint report as attachments and an HTML report embedded in the message body.

    For the purpose of this demo, the following needs to have already been done:

        
          

    Open NPrinting File

                    
                Open-NPrinting-File.png                
          
    1. Select the File tab
    2. Recent is preselected, click on your file in the Recent Files list
    3. Select Open and browse to the folder containing your .nsq file if it is not in the Recent Files list
        
        
        
          

    Add New Task

                    
                Add-New-Task.png                
          
    1. Select Tasks in the lower left pane
    2. Select Report Tasks in the upper pane
    3. Select Report Task from the New group
        
        
        
          

    Create Task and Prepare to Add Reports to Task

                    
                Create-Task-and-Prepare-to-Add-Reports-to-Task.png                
          
    1. Give your task a Name
    2. Optionally enter a Description
    3. Select Reports in the Show group of the tool ribbon
        
        
        
          

    The Close connection when task ends flag

                    
                The-Close-connection-when-task-ends-flag.png                
          

    When activated it closes the connection to the QlikView document after task execution without saving the .qvw. It is disabled by default.

    If you enable this flag and the next task uses the same .qvws you will need to wait for the .qvw files to re-open. All QlikView selections are restored to the initial status.

    If you disable this flag the .qvws will be closed when the task ends. This frees up computer RAM.

        
        
        
          

    Open Select Reports Window

                    
                Open-Select-Reports-Window.png                
          

    Click on the Add icon in the Reports group of the tool bar.

        
        
        
          

    Select Reports to Distribute

                    
                Select-Reports-to-Distribute.png                
          
    1. Choose Add in the Reports group
    2. Select the Excel, Word, Powerpoint, PixelPerfect, and HTML Reports or some of your own
    3. Select OK
        
        
        
          

    Choose Report Output Type

                    
                Choose-Report-Output-Type.png                
          

    Choose the Output Format for the reports you want to distribute in a format different from their native ones

    1. Click on the cell in the Output Format column next to the report
    2. Select the Output Format from the drop-down menu if it is to be different from the Report Template format
        
        
        
          

    Reviewing Output Formats

                    
                Reviewing-Output-Formats.png                
          

    The PowerPoint, Word and PixelPerfect reports will be issued as PDF reports, while the Excel and HTML reports will be issued in their native formats for the purpose of this tutorial.

        
        
        
          

    Select Recipients

                    
                Select-Recipients.png                
          
    1. Select Recipients in the Show group of the tool bar
    2. Choose Add in the Recipients group
    3. Select appropriate recipients from the Recipients list in the Select Recipients window
    4. Click on the OK button
        
        
        
          

    Add and Configure Message: Part I

                    
                Add-and-Configure-Message--Part-I.png                
          
    1. Select Message in the Mail group of the toolbar
    2. Check the Send Email box at the left below the Email line
    3. Enter the sender e-mail address in the From field
    4. Fill in the Subject field
        
        
        
          

    Configure Message: Part II

                    
                Configure-Message--Part-II.png                
          
    1. Make sure the Attachments box is checked
    2. Click on the paperclip icon to the right of the Reports/Files field to select the reports to be distributed as attachments
        
        
        
          

    Select Reports to Be Distributed as Attachments

                    
                Select-Reports-to-Be-Distributed-as-Attachments.png                
          
    1. Select the Powerpoint, Excel, and Word reports or your own and deselect the HTML report by clicking on the corresponding boxes in the Selected column
    2. Click on the OK button
        
        
        
          

    Prepare to Write Your Message and Include QlikView and NPrinting Variable Tags in It

                    
                Prepare-to-Write-Your-Message-and-Include-QlikView.png                
          
    1. Set the Format radio buttons to Html Text
    2. Open the message Editor window by clicking on the paper and pencil icon to the right of the message Body box
        
        
        
          

    Write Greeting and then Select Recipient's Name Variable Tag

                    
                Write-Greeting-and-then-Select-Recipient-s-Name-Va.png                
          
    1. Type "Hi" or some appropriate greeting and a space in the message Editor window
    2. Open the Select tags window by clicking on the tag icon at the right of the message formatting tool bar
    3. Select Recipient in the Select an entity pane on the left
    4. Find and select the %%FullName%% variable tag in the Select a tag pane on the right
    5. Click on the OK button, and continue writing your message
        
        
        
          

    Select Report Tag to Be Embedded in Message

                    
                Select-Report-Tag-to-Be-Embedded-in-Message.png                
          

    To embed the HTML reports in the message reopen the Select tags window

    1. Select Reports in the Select an entity pane of the Select Tags window
    2. Select the %%Embed_Simple HTML Report_html%% variable tag in the Select a tag pane on the right
    3. Select the OK button

    Repeat this procedure for the Simple PixelPerfect Report (HTML)

        
        
        
          

    Finish Message and Save It in Task

                    
                Finish-Message-and-Save-It-in-Task.png                
          

    Conclude the message and click on the floppy disk icon at the left end of the toolbar to save the message in the task

        
        
        
          

    Make Last Checks and Save Task

                    
                Make-Last-Checks-and-Save-Task.png                
          
    1. Make sure that the Active button in the State group indicates that the task is active.
    2. Select the Save and Close icon in the Actions group in the Report Task window
        
        
        
          

    Run Task

                    
                Run-Task.png                
          
    1. Make sure that Task Creation Primer Example is selected
    2. Click on the Run icon in the Task group and when processing finishes, check the recipient's mailbox
        
        
        
          

    Successful Task Execution

                    
                Successful-Task-Execution.png                
        
        
        
          

    Send the Email

                    
                Send-the-Email.png                
          

    In the e-mail body you should find the embedded HTML reports. The three other reports are included as attachments.