Here, you can set the task type, email subject, recipients, attachment template list, and body template.

Setting Recipients for Tasks, Designing Body Template, Attachment File Template

Here, you can set a name for the task, enter some comments, and choose a task folder to store this task.

Here, you can set some initialization commands to execute at the start of the task or commands to clean up temporary data at the end of the task. For example, you can configure some SQL statements in Task Commands to generate the report data to be sent at the start of the task.

You can also use Task Commands to check if there is information to be sent, and abort the task if there is none.

Here, you can set some variables for the task. You can use these variables in SQL statements, the task body template, the task email subject, and the attachment template filenames.

Here, you can configure query parameters for Interactive Query tasks. When running the task, you can input these query parameters on the interface. The task will execute the query based on your input parameters and display the query results.

Query parameters on the query interface

Tips: "Email" task does not have this feature.

Here, you can set the task's schedules to tell the system when to start this task, how often to run it, and more.

You can configure multiple schedules for a task. For example, the following schedules tell the system to automatically start the task at 8 AM on the 1st, 15th, and 25th of every month:

Start the task at 8 AM on the 1st, 15th, and 25th of every month

Tips: "Interactive Query" task does not have this feature.

Here, you can generate a data extraction code for the task. Specified contacts in your address book can execute this task by sending the data extraction code to the email address of your SQLMessenger system and receive the generated email from the task.

Using Data Extraction Code

Tips: "Interactive Query" task does not have this feature.

Here, you can set the task's running mode, sending email from specific email addresses, and other advanced options like email review.

If you need to individually send information to multiple recipients (for example, sending sales reports to each city manager for their respective city), you can enable the "Generate a subtask instance for each recipient to individually query and send information (Loop Task)" option here, and set the "Recipient List (Loop Data)". The system will query data and send emails separately for each recipient based on the "Recipient List (Loop Data)" you have configured.

Tips: "Interactive Query" task does not have this feature.