Subscribing to an overview by email

You can have an overview sent to you by email. Every working day at the hour you set, TAS sends you the current content of the overview. You can subscribe to your own overviews and to overviews shared with you. To set up a subscription, go to Overviews, open the overview and click Subscribe in the header.

Subscribe to overview window

No.ElementPurpose
1Overview nameThe overview whose subscription you are setting up.
2TimeThe hour when the email arrives. Required. The default value is 08:00; for an existing subscription, it is the saved hour. Only whole hours can be entered.
3SubscribeWhen checked, the subscription is active. If you already subscribe to the overview, it is checked in advance.
4Confirm subscriptionSaves the settings. With Subscribe checked, it creates the subscription or changes its time; with Subscribe unchecked, it cancels the subscription.
5CloseIn this version, the button is always inactive. Close the window with the cross in the top right corner.
6CrossCloses the window without saving.

Select the time from the list of hours using the clock icon in the Time field. Confirm your selection with the OK button.

How to set up a subscription

  1. Open the overview you want to receive.
  2. Click Subscribe.
  3. Select the hour in the Time field.
  4. Check Subscribe and click Confirm subscription.

You cancel a subscription the same way: open the window, uncheck Subscribe and click Confirm subscription. TAS has no separate list of subscriptions. You can tell whether you subscribe to an overview by the checked box in this window.

What the email contains

  • The email is sent on working days (Monday to Friday) at the hour you set.
  • The subject is “Subscribed overview”.
  • The body contains a table with the first 100 rows of the overview. The overview and individual cases are links to TAS in the email. If the overview has more rows, the email tells you so.
  • The email has no attachment.
  • If the overview is empty, no email is sent.
  • You receive the email only while you are an active user and can see the overview. If the owner stops sharing the overview with you, the emails stop.
  • Each user can subscribe only themselves, and to each overview no more than once.
An administrator must enable sending
The emails are sent by the scheduled job “Send Custom Views to subscribers”. In a new installation, it is disabled. Until an administrator enables it in Administration under Crons, subscriptions are saved, but no emails are sent.
Frequency and end of subscription
In TAS 5.19, you can set only the hour for a subscription. You cannot set the frequency, recurrence or an end date. The overview is sent every working day until you cancel the subscription.

Related: Overviews, Creating and editing an overview.

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