Scheduled Output

This tab is enabled if the Scheduled option is selected on the When to run tab.

Use the options on this tab to decide how people are notified when the results of a scheduled rule are available — for example, after the Process Document Rules has run the rule or rule group in the task queue.

Once the task queue has run, the scheduled rules create an SMS or email which lists each document that satisfied or did not satisfy the conditions of the rule.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Schedule Output

Enter or select the schedule option for this rule. The schedule option allows the rule to be run as required. When you select this option, Greentree Desktop collects the results of the rule or task and notifies the parties of the results.

The options for each record type are:

Save Collection - A workflow form displays the collection of documents affected by the rule.
Custom Script - The options required are subject to the instructions in the script.
Send an Email - A person is emailed the outcome(s) of the rule.
Send an SMS - A person receives a text message referencing the outcome(s) of the rule.

Scheduled Output Description

Lists all the scheduled output that apply to this rule.