Creating background task definitions

You must create a background task only for your company's custom forms and reports. Background task definitions are already set up where needed for standard forms, and those background task definitions are listed on the Background Task Definitions form.

The Background Task Definitions form is used to create a record that identifies the background task to TaskMan. Every report and every utility or activity that can be run as a background process must be listed in this form.

You must ensure that background tasks meet these requirements:

The task name must match the form name to make it easier to identify.
Executable programs must reside in a directory available to the directory where TaskMan resides.
Some reports are processed and generated using the Microsoft SQL Server Reporting Service (SSRS). For these reports, the output file must be placed in the Reports folder on the same application server where TaskMan is installed. Although the report uses a stored procedure or IDO, its Executable Type must be set to RPT.

To create background task definitions:

Open the Background Task Definitions form.
Specify this information:
Task Name

Specify the name of the task.

Task Description

Optionally, specify the task description.

Executable Name
- For a report, specify the report name.
- For a stored procedure, specify the procedure name.
- For an executable program, specify the program name and path.
- For an IDO, specify the IDO name.
Executable Type
- For a report, select RPT.
- For a stored procedure, select SP.
- For an executable program, select EXE.
- For an IDO, select IDOMTH.
Click Save.