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powerJobs

Create Time-Triggered Reports

Description

This workflow uses coolOrange powerJobs Processor to automatically query files from Vault, based on an existing "Saved Search". It uses the search result to render a Vault Report to a PDF file. Finally, the generated PDF file gets checked-in to Vault and exported to a network share. This automated workflow eases the generation of regular reports, reducing the time and cost of creation.

vault-Report

Benefits

There are many time consuming, tedious and error-prone tasks that are perfect candidates for automation that don't need to be done immediately in response to a Vault event such as a lifecycle state change or new file check-in. Sometimes these are also compute intensive and could slow down your Vault Server, Job Processor or network if they ran during regular working hours. Other tasks, like regular reporting, need to be run at specific intervals - like nightly, weekly or monthly.

Many of these are perfect candidates to run on a timer. powerJobs let's you design the schedule for each job and then rest assured that powerJobs will never forget to do your tedious tasks for you, exactly when you want it done!

Prerequisites

powerJobs version 26.0.4 or later must be installed on the Vault Job Processor machine(s)

Job Settings

The settings of jobs can be adjusted using the powerJobs settings dialog.

Job Trigger

In order to configure the workflow to be executed in a specific interval the file C:\ProgramData\coolOrange\powerJobs\Jobs\Sample.CreateReport must be configured:

{
 "Trigger":
  {
    "TimeBased":	"0 30 8 ? * MON,TUE,WED,THU,FRI *",
    "Vault":		"Vault",
    "Priority":		100,
    "Description":	"Queries Vault and creates a Report as PDF"
  }
}

The following settings have to be adjusted:

Setting Description Default
Time Based Indicates when / how often the job should be triggered (cron syntax) Every weekday at 8:30 am
Vault Name of the Vault the job should be triggered for
Priority Priority of the job 100

Note: The powerJobs Processor must be restarted, after you have modified the settings.

Additional Ressources

powerJobs Time Triggered Jobs

https://doc.coolorange.com/projects/powerjobsprocessor/en/stable/jobprocessor.html?highlight=time#time-triggered-jobs

Autodesk Knowledge Network: Saving a Search

https://help.autodesk.com/view/VAULT/2026/ENU/?guid=GUID-6B47BD0B-67EB-42B5-B6EC-199D9C4143EF

Autodesk Knowledge Network: Create a Report Template

https://help.autodesk.com/view/VAULT/2026/ENU/?guid=GUID-6D1DF94C-7498-4836-9CA8-FFFB25C002EA

Autodesk Knowledge Network: What software can be used to edit Vaults RDLC Report Templates?

https://knowledge.autodesk.com/support/vault-products/learn-explore/caas/sfdcarticles/sfdcarticles/We-need-a-BOM-Editor-to-edit-Vaults-rdlc-Report-templates.html

Autodesk AU Online: Custom Reporting in Vault 2019: Dress Up Your Vault Data to Meet the World

https://www.autodesk.com/autodesk-university/class/Custom-Reporting-Vault-2019-Dress-Your-Vault-Data-Meet-World-2018

Disclaimer

THE SAMPLE CODE ON THIS REPOSITORY IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THE USAGE OF THIS SAMPLE IS AT YOUR OWN RISK AND THERE IS NO SUPPORT RELATED TO IT.

The usage of these samples is at your own risk. There is no free support related to the samples. However, if you have any questions, you can visit https://doc.coolorange.com/ for product documentation.

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Time triggered job to create reports and export them as PDF

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