Scheduling a workbook

Before you start make sure, that you have saved a source file in the Storage (STO).

  1. Access Infor OS Portal.
  2. Go to Navigation Menu > Query & Analysis.
  3. Click Schedules tab.
  4. Click + icon to add a schedule.
  5. In the Source field, specify a path to source file and click Next.

    Specifying a path to source file in the XLSX file format is mandatory. You must specify or copy and paste the full path to a source file stored in the Storage (STO) (for example, storage://Monday Reports/Trial Balance.xlsx).

    To copy a path to a storage location, go to Infor OS Portal > SunSystems Cloud > Storage (STO), select a file you want to copy and click the Copy Path icon.

  6. Optionally, specify other location for the recalculated report in the Target field and click Next.
  7. Set the duration and frequency of a schedule.
    Start Date is mandatory. End Date is optional. For more information, see Schedules.
  8. Click OK.
    Once confirmed, you can review the schedule by clicking View Details in the Schedules tab.