Specification Drivve | DM Drivve | Jobs - Basic Module
Note
For the functionalities described below, the license
Basic Module is required.
All jobs can be used both with Drivve | DM installations and Drivve | DM Cloud.
Caution
Depending on the amount of data and the frequency a job is running, jobs can cause a high load on the server.
Drivve | DM Workflow Notification Job
Available functions:
- Sending daily workflow overviews
- Options for sending daily workflow overviews:
- Defining a time for the daily sending of email notifications
- Defining the tasks to be included in the daily overview (new, claimed but not due, due and overdue)
- Defining email subject and email text
- Specifying the users to whom no daily workflow overview is to be sent
- Email notification for changed statuses within the workflows of the respective user
- Options for email notifications for changed statuses within the workflows of the respective user:
- Specifying the tasks to be monitored (new tasks, due tasks, overdue tasks)
- Defining email subject and email text
- Specifying the users not to be notified if workflow statuses change
- (Selection of the user to be notified if workflow statuses do change)
Drivve | DM LDAP Synchronization Job
- Specifying LDAP parameters
Comprehensive synchronization options:
- Synchronizing users and groups
- Synchronizing modifications (nice names, email addresses and department of the respective user) made to users from an LDAP directory with users in Drivve | DM having the same login name
- Synchronizing the group assignment from an Drivve | DM allows a central user configuration via LDAP
- Possible email notification after each synchronization containing the following information:
- All users having been exported to Drivve | DM
- All users who could not be exported to Drivve | DM
- All modifications made to those users having been synchronized from an LDAP directory to Drivve | DM
This job exports index data for spaces, documents or workflows from Drivve | DM into the CSV format.
Possible use case: Further processing by third-party systems or reporting purposes
Available functions:
- Specifying whether index data for spaces, documents or workflows are to be exported
- Defining search conditions for the spaces, documents or workflows to be exported
- Specifying the index fields to be exported
- Selection of field separators for the export file
- Selection of the folder the export file is saved to
- Defining a name for the export file
- Determining whether the file is overwritten with new data or whether the new data is appended within the file
- Possibility to send the export file via email
- Specifying whether new values are assigned to certain fields of the exported data
This job starts workflows for documents meeting specified conditions.
Available functions:
- Selection of the workflow template to be used
- Defining search conditions for the selection of documents for workflows are to be started
- Selection of document fields the be used as workflow names
- Determining that only those documents are to be considered having been modified after a configurable date
This job deletes documents the retention period of which has expired.
Available functions:
- Verifying the retention periods of documents
- Deleting all documents
- with an expired retention period
- for which the period within the recycle bin has been expired
- Email notification on deleted documents
- Automatic start of workflows for documents with an expired retention period
- Automatic modification of index fields for documents with an expired retention period
Record Actions Job
The job executes the following optional actions, if a search condition is met for documents or spaces:
- Send an email with a list of documents or spaces if the search condition is met.
- Update index field values of the matching documents or spaces.
DATEV Export Job
The job exports booking records from Drivve | DM into the DATEV ASCII format.
This file format can be imported again into the DATEV booking software.
Available functions:
- Configuration of the required DATEV properties.
- The export is filtering the records of the current configured fiscal year.
- The exported booking records are set to the status "exported" in Drivve | DM.