Is it possible to schedule data view background task? Need to report on new orders with specific criteria.
My understanding is unless you are on v10 of SyteLine, no.
I'm on v9.00.30
It is possible to set up a Dataview as a Background Task. You will want to set up one or more ReportOptions for this report (based on how others are set up ... you might need a user-level for some users). You can try using 'Excel' or 'Excel (Open XML)' and see if it works. Sometimes this causes the data to be split into many sheets; if that happens change the Output Format to 'Comma Separated Values' and give it a shot. We have some reports that work fine in Excel, others that had to be changed do 'Comma Separated Values' (which then open in Excel and can be saved as .xls files. Hope this helps.
I am on 9.01 and we have many dataviews that are automated. I have a custom forms that allows me to add any dataview as a background task without having to program each one individually. I can demo this for you if you would like to PM me.
Unfortunately if you're on 9.00.30, I don't think you can do it. The ability to populate dataviews from IDO Methods wasn't introduced until 9.01.00, and I'm fairly sure the concept of Dataview Reports which can be run in the background were introduced at the same time.
I would love to know how you set this up, I'm tasked with creating many of our dataviews to run in the background and was going to setup a criteria form for each. Would love to see how others are handling this!
