Adding an execute object action

With the execute object action feature, you can automatically execute queries, a visual report, procedure, or quick report, and export, mail, or print the report.

About this task

There are two ways of adding an execute object action to a scheduled task:

Procedure 1: If you want to work with a task from the Task List window, follow this procedure.
Procedure 2: If you have scheduled the task from the context menu, follow this procedure.

Procedure 1

Open a task in the Task List window.
In the Scheduled Tasks view, select the task that you want to work with and click Edit Task.
Click Add Action.
The Action Wizard opens.
Specify a name for the action in the Action name field, click Execute object, and then click Next.
The Specify object page opens.
Select the type of object that you want to execute.
Specify the location of the object by using one of the following two options:
Specifying Path
1. To specify the static source location of the object, click Path and then click the ellipsis (...) at the bottom right of the Source area.
  The Select a wizard dialog opens.
2. In the Select a wizard dialog, navigate to and select the object and click Finish.
  Note: For Amazon S3 data source objects, you can select only those objects that are created by using the basic authentication. The Amazon S3 data sources that are created by using SAML authentication are not displayed because the credentials, which were used while creating the data source, expire after some time. Hence you cannot schedule tasks for these objects.
Specifying Formula
1. To specify a conditional source location for the object, click Formula and click the ellipsis (...).
  The Formula Editor dialog opens.
2. In the Formula Editor dialog, specify the complete path of the object that will be used to determine the location of the object, and then click OK.
  Tip: To get the key for the object from the workspace, right-click the saved object, and then click Properties.
  
  For information about how to specify the complete path in the formula editor, see Working with the Formula Editor.
Select Set a new data source check box to specify a particular data source against which you want to execute the object. Then click the ellipsis (...), the Add Data Source window opens, select the required data source and click OK.
To add an available data source, click Add Data Source. The Add Data Source window opens.
Navigate to and select the data source that you want to add, specify a login name and password for the data source, and click OK. The Add Data Source window closes.
Click Next.
If the object that you specified in step 6 includes a prompt, the Specify variables page opens. Otherwise, the Specify operations page opens, and you must go to step 11 .

The Edit Variable window opens.
On the Specify variables page, double-click the variable that you want to work with.
In the Edit Variable window, specify the value for the variable or use the Formula Editor to create an expression.
Click OK to close the Edit Variable window, then click Next.
The Specify operations page opens.
On the Specify operations page, click Add Operation.
The Operation Wizard opens.
Select an operation and click Next.
Specify the options for the selected operation and click Finish.
The Operation Wizard closes.
When you have finished adding all of the operations that you want the action to run, click Finish.
The Action Wizard closes and control returns to the Task window.
Click OK.
The Task windows closes and control returns to the Task List window.
Click OK.
The Task List window closes.

Procedure 2

If you have scheduled the task from the context menu, follow this procedure.

On the Local Task or Remote Task page, click Add Action.
The Action Wizard opens.
Specify a name for the action in the Action name field.
Select Execute object and click Next.
The Specify object details page opens.
By default, the location of the object is displayed in the Path field.
If you want to change the object, perform the following steps:
- Path:
  1. To specify the static source location of the object, click Path and then click the ellipsis (...) at the bottom right of the Source area.
    The Open window opens.
  2. Navigate to and select the object and click Finish.
    Important: For Amazon S3 data source objects, you can select only those objects that are created by using the basic authentication. The Amazon S3 data sources that are created by using SAML authentication are not displayed because the credentials, which were used while creating the data source, expire after some time. Hence you cannot schedule tasks for these objects.
    
    The Open window closes.
- Formula:
  1. To specify a conditional source location for the object, click Formula and then click the ellipsis (...).
    The Formula editor opens.
  2. Specify the formula to use to determine the location of the object and click OK.
    The Formula editor closes.
By default, the selected object's datasource details will appear in the Data Sources table.
Select Set a new data source check box to specify a particular data source against which you want to execute the object. Then click the ellipsis (...), the Add Data Source window opens, select the required data source and click OK.
To add an available data source, click Add Data Source. The Add Data Source window opens.
Navigate to and select the data source that you want to add, specify a login name and password for the data source, and click OK. The Add Data Source window closes.
Click Next.
If the object that you specified in step 4 includes a prompt, the Specify variables page opens. Otherwise, the Specify operations page opens, and you must go to step 9 .

The Edit Variable window opens.
On the Specify variables page, double-click the variable that you want to work with.
In the Edit Variable window, specify the value for the variable or use the Formula Editor to create an expression.
Click OK to close the Edit Variable window, then click Next.
The Specify operations page opens.
On the Specify operations page, click Add Operation.
The Operation Wizard opens.
Select an operation from the following and click Next.
- Export query: You use the export query operation to export query results to a file. For more information, see Specifying export query operation options.
- Export query to mail: You use the export query to mail operation to send query results in an email. For more information, see Specifying export query to mail operation options.
- Print query: You use the print query operation to print the specified query results. For more information, see Specifying print query operation options.
Specify the options for the selected operation and click Finish.
The Operation Wizard closes.
When you have finished adding all of the operations that you want the action to run, click Finish.
The Action Wizard closes and control returns to the Task window.
Click OK.
The Task windows closes and control returns to the Task List window.
Click OK.
The Task List window closes.