Scheduled Record Generation

What is it?

In some systems, records may need to be added in a certain period of time. The user may utilize the Bulk Import to upload the manually input template or trigger a Workflow Record Generation from a form button. 

Using Bulk Import and Workflow Record Generation demands on users’ participation and a system should help users from reducing tedious work.

To automatically generate records under a certain time frame, the Scheduled Record Generation in DragOnce is intended for this purpose.

Generating new records from time to time and being able to pass values to the new records.

Possible Use Case of Scheduled Record Generation

1. Monthly Records

2. Regular case inspection/review

Configuration

Setup Scheduled Record Generation

To configure ‘Scheduled Record Generation’, go to the App List and scroll down to the application you would like to perform the ‘Scheduled Record Generation’ and click more to open ‘Scheduled Record Generation’

In the Scheduled Record Generation, the user can set multiple record generation rules

Set the name of the record generation rule and pen icon  to open the setting page.

In Step 1, the user can choose any form in the application or form in Core Data as the ‘Data Source’. Filtering rules are optional, the user can fill in the rules when only selective data will use for the generation

In Step 2, the user selects the ‘Destination Form’ where the new records are generated. The list of ‘Destination Form’ is limited within the form within the application

The user can optionally map or assign values (only for User & Group Widget) to the ‘Destination Columns’. 2 kinds of values can be passed, ‘Source Column’ and ‘System Value’. And only data columns with the same widget type can be passed to the ‘Destination Form’

Source Column is all widgets in the source form

System Value is given by the platform and dynamic value may pass to the destination form

In Step 3, the user should select ‘Records Generated By’ and ‘Start From’. Users should be reminded that choosing the current location’s Time Zone as default will be ‘(GMT-12:00) International Date Line West’

Once ‘Recurrence’ is selected, the user is required to select a scheme from ‘Recurrence Details’. 5 schemes are introduced to the user, ‘Minutely’, ‘Daily’, ‘Weekly’, ‘Monthly’ and ‘Yearly’. For Minutely, the smallest time interval for generating a record will be 30 minutes

Users should fill in the fields in the selected scheme, validation will be performed while submission of the settings

In Step 4, the user can set up the handling when the error occurs. And the notification settings

Points To Note

Date & Time Settings

Scheduling settings in Schedule Record Generation have a different presentation in the Date and Time format. 

The Date and Time format in Schedule Record Generation is MM/DD/YYYY hh:mm AM/PM. 

Recurrence Setting

For generating records, the performance and resources of the platform should be considered. When Scheduled Record Generation is applied in the real case, it should contain quite a number of records, the time to perform Scheduled Record Generation should be a time when the minimum amount of users using the application, then, the performance of the platform will not be affected by part of the resources is allocated for the record generation.

Demonstration

Below demonstrating a simple case on how to use ‘Scheduled Record Generation’.

Create a new application, named ‘Scheduled Record Generation’ and create a page called ‘Employment Details’. On this page, the user will input basic employment information of the Free-Lance Employee

Create a page called ‘Free-Lance Time Sheet’ where records will be generated on daily basis until the last day of employment day of the Free-Lance Employee

To start off the Scheduled Record Generation, back to the App List and find the App, place the mouse cursor on the App

Select ‘Scheduled Record Generation’ in the collapsed area

Add a new Scheduled Record Generation

Name the Scheduled Record Generation

After naming, press on the pen icon for next steps.

Select ‘Employment Details - Form’ as the Data Source and apply filters for controlling only data source’s records which meet all the conditions in the filter setting can be generated by this Scheduled Record Generation rule

Select ‘Free-Lance Time Sheet - Form’ as the Destination Form

At the lower part, mapping is allowed for passing the value from data in Source Form to the widget in the Destination Form

Drag the data from the ‘Source Data’ to ‘Destination Columns’, in this case, drag ‘Staff Name’ from the ‘Source Data’ to the ‘Destination Columns’. 

Besides ‘Source Column’ from the ‘Source Form’, default ‘System Value’ can be passed to the ‘Destination Columns’. Click on the tab next to ‘Source Column’ and a list of ‘System Value’ will be shown

Drag ‘Batch Date’ from the ‘Source Data’ to the ‘Destination Columns’

In the next step, setting the. In this case, follow the below settings. 

In this guide, the goal is to show the record(s) are successfully generated, setting a time period that can prevent the scheduled job keep running after the exercise is completed.

When the scheduling settings is completed, proceed to the next step and click on ‘Finish’

Click on ‘Submit’ for applying the settings

When the scheduled record(s) is generated, open the preview of the Page ‘Free-Lance Time Sheet’. In the table, a new record should be shown

Click on the record and press the information button on the upper right corner and the creation time of the record will be displayed