The following provides an example workflow to create a new task. However it is recommended that you have also referred to the Checklist for Publishing to ensure all other settings have been considered.
1. Go to the Reports tab in the Document menu and select Publishing Tasks
2. In the Publishing Tasks screen Click the New Task button
3. Give your new task a name. Select the what is to be published (Object type)
This can be either of the inherent sheets in qvWise or any sheet that you create.
Object Type options include:
- Sheet - When selected, an image of this sheet will be published to the delivery location. You can apply crop settings so that only a selection of the sheet is published. See Cropped Image Publishing to see how this is done
- Object - Many elements on a sheet will have an object ID address. You can choose to publish an image of one object. This would often be used together with qvWidgets . (It is advisable to use Sheet selection with cropping as often the object title has a separate ID to the display object.)
- Report - If you have utilized the Qlikview reporting generator to drag and drop elements into a report. You can then publish this report as a PDF and send it automatically to a recipient as instructed in your delivery method
4. If required, select a Bookmark
You can create many publishing tasks, all using the same sheet but having different bookmarks. Each task will then apply that bookmark (filter) and distribute as set.
5. Select if you want the task to run automatically or not. You now have 4x automatic options available to you:
- Manual- on demand
- Task Scheduler - This uses windows task scheduler to run a version of qvWise in the background, (this is a good option if you want to run tasks without launching qvWise at start-up). Refer to Task Scheduler Publishing for setting details
- After Auto Reload - When you sent qvWise to reload automatically at intervals, then selecting this Schedule Type will trigger the task to run
- Advanced Scheduler - This is triggered after an auto reload, but gives you more control for each task
6. Select if you want the date to be included in the file name. Including the Date in the exported file name will ensure that all saved files will have a unique name/file rather than being overwritten. (However, do not select this if you are creating a widget target file)
7. Register Recurrence pattern
8. Select how you want it delivered, for example emailed or saved to ftp or folder
9. Save, then test your tasks by running them manually from your Publishing Tasks window in Task Commands (Click Run on the selected task)
You will see a popup window confirming the published file has generated. Check your destination file to ensure that the image is showing as intended.
Note: During a manual test, only tasks will publish. An automated publishing task will need to be run to publish a copy of the model.