Conditionally Scheduled Reports

When you create email export and/or Slack notification schedules, you can choose to define send conditions. Conditions are checked against a single data element of your choice, and schedules will only send when their send conditions are met.

Summary of Content

Requirements
Condition Options
Test a Schedule's Send Condition
Related Resources

Requirements

To use this feature, you must:

 

Condition Options

Available options may vary depending on the workbook and its available data. These options can be set in the scheduler modal, under Send.

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Any of the following options can be selected:

  • Always - Always send at the scheduled time.
  • If there is no data - Send IF a selected element has no data.
  • If there is data - Send IF a selected element has data.
  • If a condition is met - Send IF a specific column in a selected element meets a specific condition.
    If this option is selected, you will be prompted to define column-specific condition using all or some of the following fields:
    1. Check if - Choose whether Any values or All Values should meet the condition that follows.
    2. In column -  Select one column from the list for the condition to run against.
    3. Is - Select a condition (e.g. equal to, greater than, contains) to check against the column's values. Options are dependent on the selected column's value type.
    4. Value - [only available if the condition accepts a value] Input a value to check against the condition. The input value must match the selected column's value type.

Test a Schedule's Send Condition

Workbook schedules that send If a condition is met can be tested before the schedule is saved. To test a condition, click the Test Condition button below the condition definition.

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If you are scheduling an export for a condition that IS NOT currently met, we recommend testing a similar condition (e.g. temporarily set the Value field to a value that matches the condition).

Related Resources

Send or Schedule Workbooks