Scheduling the shipping of analytical objects via WhatsApp

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Master

Administrator

Expert

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The shipping schedule via WhatsApp allows you to choose the period you want, and to send analytical objects to your project’s users and groups automatically.

Warning:

To receive and create schedules to send via WhatsApp you and the target users need to enable messaging in the profile and have the WhatsApp API add-on contracted in the plan.

How to create a shipping schedule

Access BIMachine in Discover mode and click on the "Schedules" icon

Then click on "Create".

Step 1: Info

The screen for creating delivery schedules will open, in the first step set the period of the triggers. Enter an identifier name for this schedule and the type of trigger to be executed, these are:

Immediate: sent as soon as you finish the setup (no routines will be saved, just executed);
Interval: sets the days of the week, a start and end time, and an interval (30 in 30 minutes, 15 in 15 minutes, etc…);
Daily: sets the days of the week and the time it will be sent (Shown in the image below);
Weekly: sets the day of the week (Monday, for example) and the time it will be sent;
Monthly: sets the day of the month (every 10th, for example) and the time it will be sent.

Warning:

Only projects that are in Production can create periodic schedules, projects marked with Template, Homologation or Demo types can only use immediate schedules. Learn more about Types of projects by clicking here.

Step 2: Objects

In the next step, you will be directed to the page where you define the objects and cockpits to be sent. First choose the type of information you want to send, opting for a cockpit or the folder objects themselves.

If you choose "Cockpits" select the cockpit you want (you can choose only one), if you choose "Objects", click on the folders to expand the contents, choosing the objects you want. If you choose "Objects", above the folder list you will see the following:

Consolidate objects into a single PDF: option to check "Consolidate the objects into a single PDF", if you check the attached file sent, no matter how many objects will be selected, the objectives will be all in one PDF and per page the selected objects;
"Clear" button: deselects all selected objects;
"Expand All" button: expands all listed folders (even their subfolders);
"Collapse All" button: opposite of the "Expand All" button;
"Field": will be the name of the PDF with the consolidated objects in the submission.
Type: mode in which it will be sent. It can be PDF or PNG (limit of 20 pages).

If the "Consolidate objects into a single PDF" option is checked, you will be directed to the "Order of Objects" screen. There you order with the arrow buttons the order of the selected objects as you want them to be in the file received by e-mail attachment.

Step 3: Order of objects (optional)

In the next step "Order of Objects", by applying the "Keep Order of Email References" feature, you can set the order in which you want to send the selected emails.

If you do not check the functionality, the sent objects will go in alphabetical order.

Step 4: Recipients

In the next step "Recipients", choose the "WhatsApp" option and select the users and User Groups that will receive the objects, yours is already pre-selected.

Warning:

Recipients need to enable messaging in their profile and have a valid phone number in order to receive dispatch schedules via Whatsapp

Usuários que não possuem a mensageria habilitada e/ou um número de telefone válido não serão habilitados para envio do agendamento.

Step 5: Message

Na próxima etapa "Mensagem", digite a mensagem que o usuário receberá no agendamento.

Step 6: Validation

In the next step "Validation", you define the validations to be sent. To avoid the risk of receiving outdated data, you will request validation of the origin of the analysis/dashboard/KPI in question. At the top, if you check "Object error validation", you will be alerted of any object with an error, and if you do not check the object, it will not be sent due to its error.

When selecting the "validate" option you have two more options: