Configured Run
Configured Run allows you to set up pre-configured conversion runs for automation and batch processing.
Overview
A Configured Run is a saved set of conversion settings that can be executed automatically or on-demand without user interaction.
Creating a Configured Run
Step 1: Define Basic Settings
| Setting | Description |
|---|---|
| Name | Unique identifier for the configured run |
| Description | Description of what this run does |
| Report | The report this configuration applies to |
Step 2: Configure Conversion
Set the conversion parameters:
- Format - Output format (Excel, PDF, Word, etc.)
- Mode - Conversion mode (As-Is, Designer, Native, etc.)
- Styling - Font size, orientation, margins
Step 3: Configure Distribution
Define where the output should be sent:
- Email - Recipients, subject, body
- Archive - Archive path and file naming
- Print - Printer selection
- DMS - Document management system destination
Automation Options
Scheduled Runs
Configure automatic execution:
| Option | Description |
|---|---|
| Schedule | When to run (daily, weekly, on-demand) |
| Trigger | What triggers the run |
| Notification | Who to notify on completion |
Batch Processing
Process multiple reports with the same configuration:
- Configure batch input sources
- Set processing order
- Define error handling behavior
Using Configured Runs
Manual Execution
Run a configured run on-demand:
- Navigate to the Configured Runs section
- Select the desired run configuration
- Click Execute or Run
Automated Execution
Configured runs can be triggered by:
- Scheduled tasks (cron jobs)
- Command-line switches
- ERP system triggers
- API calls
Best Practices
tip
- Create separate configured runs for different use cases
- Use descriptive names for easy identification
- Test configurations before enabling automation
- Document the purpose of each configured run