Editing a Job in VDM

Use the Job page in the VDM Scheduler to update an existing Job’s executions, export settings, and email delivery options.

You can make changes using Edit (Wizard) or the Execution Properties panel.

Open the Job and select an execution

1. Open VDM.
2. Select Scheduler from the bottom navigation.
3. Select Job from the Automation panel.
4. On the Job ribbon, select Open and choose the saved Job.
5. Select the View containing the execution you want to change.
6. Select the execution in the Executions list.

The screenshots in this article use demo information. To view a screenshot at full size, right-click it and select Open image in new tab.

Select the View and execution you want to edit.

Open the Edit Wizard

With the execution selected, select Edit (Wizard) in the Executions section of the Job ribbon.

Update the execution and export selections

Review the Execution Name and Connection Profile, then select the items you want to export.

In this example, Export Detail Grid and Export Finished Report are selected.

Choose the outputs to export for the selected execution.

Select Next to continue.

Configure the Detail Grid export

On the Export options for the Detail Grid page:

1. Set the Export Location.
2. Enter the Export Filename.
3. If needed, select Add Date Before or Add Date After, then configure Date Value and Date Format.
4. Select the file type to export.
5. Review the filename preview.

This example exports the Detail Grid as XLSX.

Configure the Detail Grid export location, filename, date suffix, and file type.

Select Next to continue.

Configure additional exports

Configure the export settings for each additional output selected in the wizard.

For example, when Export Finished Report is selected, set its export location, filename, optional date suffix, and file type separately.

This example exports the Finished Report as PDF.

Configure the Finished Report export separately from the Detail Grid export.

Select Next to continue.

Update email delivery and alerts

On the Email and Alerts Options page, review the settings required for the execution.

For email delivery:

1. Select Enable Email Delivery.
2. Choose an Email Delivery Profile.
3. Enter the recipients in To and, if needed, CC.
4. Enter the Subject and Body.
5. Select Attach File if the exported report should be attached.

Configure success or failure alerts if needed.

Configure email recipients, message content, attachments, and optional alerts.

Select Next and follow any remaining wizard prompts until you return to the Job page.

Edit using Execution Properties

For individual changes, select the execution and use the Execution Properties panel on the right side of the Job page.

Use the search field at the top of the panel to find a setting, or expand the relevant property group.

This provides an alternative to stepping through the wizard.

The Execution Properties panel appears to the right of the selected execution.

Save your changes

Select Save on the Job ribbon to save the updated Job.

Use Save As if you want to save a separate copy.

Related articles

• Creating a Job in VDM
• Scheduling Jobs Using the VDM Scheduler
• Running a Master Job
• Monitoring Scheduler Activity Using Logs