Automation windows

Automation windows /visma-net-erp/help/automation/automation-windows section This is an overview of screens used in automating processes. 2026-02-19T17:09:06+01:00 # Automation windows This is an overview of screens used in automating processes. [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) [Automation notifications (SM205040)](/visma-net-erp/help/automation/automation-windows/automation-notifications-sm205040/) [Send notifications (SM205050)](/visma-net-erp/help/automation/automation-windows/send-notifications-sm205050/) [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) [Automation schedules overview (SM205030)](/visma-net-erp/help/automation/automation-windows/automation-schedules-overview-sm205030/) Automation notifications (SM205040) /visma-net-erp/help/automation/automation-windows/automation-notifications-sm205040 page You can use this window to configure private and public notifications about record changes. 2026-02-19T17:09:06+01:00 # Automation notifications (SM205040) You can use this window to configure private and public notifications about record changes. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can use this window to configure private and public notifications about record changes. You configure private notifications to be received by only particular recipients. You configure public notifications about typical changes that might occur in documents of a specific type, and users can sign up to receive notification emails about these changes in particular documents. You can create and use email templates with special variables—that is, place-holders where the system will insert the recipient's personalised data when the system generates the email. Alternatively, an electronic version of the changed document can be sent as an attachment or as the email body if an appropriate report (to be used as a template for generating the electronic document) is specified. ## The window toolbar

Button	Description
View window	Opens (as a pop-up window) the window for which the notification is configured.

## The Change notification area You can use this area to create a new notification or to select an existing notification and view its details. For a new notification, you select the Visma Net window on which the document is created or changed. You also specify whether the notification email should contain the document (generated in accordance with its template, which is defined by the report you specify) or a predefined message with the document used as an attachment.

Element	Description
Window ID	The ID of the Visma Net window (screen). Click the selector icon to display the tree, and select the window by its name from the tree.
Notification ID	The unique identifier, which the system automatically assigns (by using the Description value) when you save the notification for the first time. You can select existing notifications by their IDs and view notification details.
Description	A description of the notification, which will serve as its identifier. This value can be an alphanumeric string of up to 10 characters.
Active	A check box that indicates (if selected) that this notification is active.
Public	A check box that indicates to the system (if selected) that this notification is public, which means that other users can sign up to receive notification emails.
Subject	The subject to be used for notification emails.
Data source	The data source of the notification email. Select one of the following options: Report To send an electronic version of the document with the notification email. The system generates the document by using the specified report as a template. The document can be sent as an attachment or as the email body. Select the particular report in the Report ID field and the format in the Report format field. To send the document in the email body, select the Embedded check box; in this case, no other text can be specified for the email message. Action To also execute a specific action once a notification email is generated. If you select this option, specify the action in Action name. None To not perform any additional actions.
Report ID	The report that is a template for generating documents if Report is selected as the data source. The document based on the specified report can be sent as an email attachment or as the email body.
Report format	The format to be used for the document if Report is selected as the data source.
Embedded	A check box that you select t to indicate to the system that the report-based document should be used as the email body. This check box is available only if Report is the selected data source.
Action name	The action to be executed once the notification email is generated. If you select an action that is actually a menu, you can select a particular action in the Menu text field. The Action name field is available only if you have selected Action as the data source.
Menu text	The action from the menu selected in the Action name field to be executed once the notification email is generated. Menu text is available only if you have selected Action as the data source and have selected an action that is a menu.

## The Message tab On this tab, you can create a message by using a WYSIWYG text editor with a text field and toolbar. The toolbar of the text editor has formatting tools similar to the ones used by many popular text editors. You can insert place-holders—system variables enclosed in double parentheses, such as **((CustomerFullName))**—to use recipient data to personalise notification emails when they're sent. This tab doesn't appear if you select the **HTML** report format and you select the **Embedded** check box. By using the editor, you can perform the following actions: + Type the text of the email + Insert place-holders (special links to recipient data) into email text and the **To** and **Subject** elements + Change a font and size for selected text + Copy, cut, and paste selected text + Create a numbered or bullet list + Attach a file to the email by clicking the Attach file icon on the editor toolbar + Insert an image by clicking the Insert image icon on the editor toolbar ## The Conditions tab On the **Conditions** tab, you can specify the conditions that the system checks each time the document is saved. The system generates a notification email only if the conditions are met.

Column	Description
Active	A check box that you select t if the condition specified in this row is active and should be used for the notification.
Brackets	The opening bracket for a logical expression. Brackets are used to designate the order of operations.
Field name	The field in the window whose value is used in the condition.
Condition	The logical operation to apply to the value of the chosen data field. The following options are available: Equals, Does not equal, Is greater than, Is greater than or equal to, Is less than, Is less than or equal to, Contains, Starts with, Ends with, Does not contain, Is between, Is null, and Is not null.
Is relative	A check box that you select t if the field value is relative to the current business date. This option is used only for date fields.
Value	The first value of the condition to be compared with the chosen data field value. Most of the conditions require only one value, while Is between requires two values.
Value 2	The second value of the condition, if required by the chosen condition.
Brackets	The brackets for enclosing a logical expression. Brackets are used to designate the order of operations.
Operator	The logical operator, And or Or, to be used to join logical expressions on different lines.

## The Addresses tab On this time, you can select email addresses to which the notification emails are be sent.

Column	Description
Active	A check box that you select t if this address is active and should be used for the notification.
Source	The source of the recipient addresses. The option you select determines the email addresses you can select from in the Email field. Select one of the following options: User The users of the website, generally the employees Document The contacts associated with the document
Email	The email address of the user or contact.
Type	The way this type of the email address should be used. You can select from the following options: To As an email recipient address CC As the email address of a person to receive a copy BCC As the email address of a person to receive a hidden copy Reply As the email address of a person to receive a reply to the notification

## The Fields tab On the **Fields** tab, you specify the window fields any changes in which for the document should be monitored by the system. When a user clicks **Save**, if the system detects that the field values have been changed since the last notification, a new notification email will be generated.

Column	Description
Active	A check box that indicates (if selected) that you intend to monitor the field (specified as the Field name ) for changes.
Field name	The field to be monitored for changes. Recipients will be notified each time the value of the field changes.

Automation schedules (SM205020) /visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020 page In this window, you can select a processing window and schedule the automatic execution of a specific operation for documents that match certain conditions. 2026-02-19T17:09:06+01:00 # Automation schedules (SM205020) In this window, you can select a processing window and schedule the automatic execution of a specific operation for documents that match certain conditions. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can select a processing window and schedule the automatic execution of a specific operation for documents that match certain conditions. Also, you can view other schedules that have been defined for the same window or other windows and modify them as needed. For details on using automation schedules, see: [About scheduled processing](/visma-net-erp/help/automation/about-scheduled-processing/). The window is available only if the **Scheduled processing** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. ## The window toolbar

Button	Description
View window	Navigates to the window that is the object of automation.
Run schedule	Clicking this button test executes the selected schedule.

## The top part In the top part, you select an existing automation schedule for viewing or editing its settings or specify the settings of a new schedule.

Element	Description
Schedule ID	The identifier of the automation schedule. When you are saving a newly created schedule, the system generates the identifier automatically based on the value in Description.
Description	Required. A description of the automation schedule.
Window ID	Required. The name of the Visma Net processing or inquiry window, that is the object of automation. You click the Magnifier icon in the field to display the site tree and select a window by its name from the site tree.
Active	A check box that indicates (if selected) that the automation schedule is active and can be used for automation.
Action name	The name of the action that is to be performed by the schedule. You must select a Schedule ID to see the Action name. When a processing window is selected in the Screen ID, you can select one of the actions available on toolbar of the processing window.

## The Details tab Use this tab to enter, view, and edit additional settings of the automation schedule..

Element	Description
Starts on	The date when the schedule starts. By default, the field contains the current business date.
Expires on	The date when the schedule expires.
No expiration date	A check box that indicates (if selected) that the schedule never expires.
Execution limit	The number of times the schedule should be executed.
No execution limit	A check box that indicates (if selected) that the schedule can be executed an unlimited number of times.
Language	The language to be used in the notifications coming from scheduler. Select between: Dansk (Danish) English (UK) English (US) Nederlands (Dutch) Norsk (Norwegian) Suomi (Finnish) Svenska (Swedish)
Executed	A read-only field that displays the number of times the schedule has been executed.
Last executed	The date when the schedule was executed last.
Next execution	The date when the schedule will be executed next.
Time zone	The time zone in which the schedule operates. The default value is the time zone of the currently signed-in user.

## The Schedule tab Schedule type and Schedule details sections presented in coordination

Element	Description
Daily	Select to configure the schedule to be executed daily.
Next execution date	Required. The date when the schedule will be executed next. The system fills in the value in this field automatically based on the value specified in Starts on on the Details tab and the values of other elements specified in this section. You can adjust the value in this field manually.
Every x day(s)	An integer that represents the interval during a week for action execution.
Weekly	Select to configure the schedule to be executed weekly.
Every x week(s)	An integer that represents the interval during a week for action execution.
Sunday	A check box that indicates (if selected) that the system should execute the action on Sunday.
Monday	A check box that indicates (if selected) that the system should execute the action on Monday.
Tuesday	A check box that indicates (if selected) that the system should execute the action on Tuesday.
Wednesday	A check box that indicates (if selected) that the system should execute the action on Wednesday.
Thursday	A check box that indicates (if selected) that the system should execute the action on Thursday.
Friday	A check box that indicates (if selected) that the system should execute the action on Friday.
Saturday	A check box that indicates (if selected) that the system should execute the action on Saturday.
Monthly	Select to configure the schedule to be executed monthly.
Every x month(s)	An integer that represents the time interval (in months) for action execution, with the options below indicating the day of the month when the action should be executed. You can select one of the options below. For example: A 3 in this field represents action execution every three months.
On Day x	An option that configures the action to be executed on the specified day of the month.
On the Nth day of the week	An option that configures the action to be executed on the specified day of the week, such as 2nd Thursday. In the left field, you specify the ordinal number that represents the week in the month. In the right field, you specify the day of the week.
By financial period	Select to configure the schedule to be executed monthly.
Every x Period(s)	An integer that represents the time interval between schedule executions, measured in financial periods, with the options below indicating the date when the action should be executed. All the transactions will be dated on this date. You can select one of the options below.
End of the period	An option that sets the end date of the financial period as the day when the action should be executed.
Start of the period	An option that sets the start date of the financial period as the day when the action should be executed.
Fixed day of the period	An option that defines a particular day of the financial period when the action should be executed.

### The execution time section

Element	Description
Run between	One field indicating the start time: The hour/half hour when the first session of the schedule should start. One field indicating the end time: The hour/half hour when the first session of the schedule should stop. When the specified time comes, the system finishes processing of the current document (if the processing is in mid-document at the stop time) and proceeds with the next documents at the next execution time.
Every	The interval in hours and minutes between successive sessions of execution if the schedule must be executed multiple times a day. If you specify a value in this box, you must specify the value in the Run between box.

Run between

One field indicating the start time: The hour/half hour when the first session of the schedule should start.

One field indicating the end time: The hour/half hour when the first session of the schedule should stop. When the specified time comes, the system finishes processing of the current document (if the processing is in mid-document at the stop time) and proceeds with the next documents at the next execution time.

Every

The interval in hours and minutes between successive sessions of execution if the schedule must be executed multiple times a day. If you specify a value in this box, you must specify the value in the Run between box.

### The Schedule details section, the Daily radio button

Element	Description
Every x day(s)	An integer that represents the time interval (in days) for action execution. For example: 1 means every day and 2 means every other day, starting on the date specified in Starts on on the Details tab.

Every x day(s)

An integer that represents the time interval (in days) for action execution.

For example: 1 means every day and 2 means every other day, starting on the date specified in Starts on on the Details tab.

### The Schedule details section, the Weekly radio button

Element	Description
Every x week(s)	An integer that represents the time interval (in weeks) for action execution, with the fields below indicating the day of the week when the action should be executed. You can select any of the check boxes below.
Sunday	A check box that indicates (if selected) that the system should execute the action on Sunday.
Monday	A check box that indicates (if selected) that the system should execute the action on Monday.
Tuesday	A check box that indicates (if selected) that the system should execute the action on Tuesday.
Wednesday	A check box that indicates (if selected) that the system should execute the action on Wednesday.
Thursday	A check box that indicates (if selected) that the system should execute the action on Thursday.
Friday	A check box that indicates (if selected) that the system should execute the action on Friday.
Saturday	A check box that indicates (if selected) that the system should execute the action on Saturday.

### The Schedule details section, the By financial period radio button

Element	Description
Every x Period(s)	An integer that represents the time interval between schedule executions, measured in financial periods, with the options below indicating the date when the action should be executed. All the transactions will be dated on this date. You can select one of the options below.
End of the period	An option that sets the end date of the financial period as the day when the action should be executed.
Start of the period	An option that sets the start date of the financial period as the day when the action should be executed.
Fixed day of the period	An option that defines a particular day of the financial period when the action should be executed.

## The Conditions tab On the **Conditions** tab, you define the conditions for the schedule to be executed. If documents or records in the Visma Net window specified in the **Window ID** field match the conditions specified here, the action specified in the **Action name** field of the top part will be executed for this document.

Column	Description
Active	A check box that indicates (if selected) that the condition is active.
Start bracket	The opening bracket for a logical expression. Brackets are used to designate the order of operations.
Field name	The field in the selected window. You can set up conditions on the field value.
Condition	The logical operation to apply to the value of the selected data field. The following options are available: Equals, Does not equal, Is greater than, Is greater than or equal to, Is less than, Is less than or equal to, Contains, Starts with, Ends with, Does not contain, Is between, Is null, and Is not null.
Relative	A check box that indicates (if selected) that the value of the date field is relative with respect to the current business date. This option is used only if the field selected in the Field name column for this row is a date field.
Value	The first value of the condition to be compared with the value of the data field selected in this row.
Value 2	The second value of the condition, if required by the condition selected in this row. Most of the conditions require only one value to be specified, while Is between requires two values.
End bracket	The bracket for enclosing a logical expression. Brackets are used to designate the order of operations.
Operator	The logical operator, And or Or, to be used to join logical expressions on different lines.

## The Filter values tab If the scheduled window (the window selected in the **Window ID** field of the top part) is a processing window that has a top part, on this tab, you can assign values to any of the elements in the top part of the window that has been selected for processing. If the scheduled window is a generic inquiry window with parameters, on this tab, you can assign values to any of the parameters of the generic inquiry. This tab appears only if the window you want to schedule has parameters.

Column	Description
Active	A check box that indicates (if selected) that the condition is active and will be used during schedule execution.
Field name	The field in the top part whose value you want to set or the parameter of the generic inquiry.
Relative	A check box that indicates (if selected) that the field value is relative to the current business date. This option is used only for date and period fields. For example, if you create an automation schedule for calculating depreciation from period ‘10-2019’ and the Relative check box is selected, you do not have to change the ‘To Period’ each month for your schedule. With this check box selected the system will do it for you when running the schedule in the Calculate depreciation (FA502000) window.
Value	The value to be assigned to the field selected in the Field name column for this row.
Ignore error	A check box that indicates (if selected) that the system should ignore any errors occurred during processing with the specified field value or execution of the generic inquiry with the specified parameter value.

Tasks

Schedule processing

Automation schedules overview (SM205030) /visma-net-erp/help/automation/automation-windows/automation-schedules-overview-sm205030 page In this window, you can view all active automation schedules available in the system, with information about their execution dates and start and end times. 2026-02-19T17:09:06+01:00 # Automation schedules overview (SM205030) In this window, you can view all active automation schedules available in the system, with information about their execution dates and start and end times. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table The table displays all the schedules that are active in the system.

Button	Description
View screen	Opens (as a pop-up window) the window that is the object of automation.
Initialise scheduler	Activates schedulers after you have uploaded a database backup from another site on your Visma Net site. When you back up a database on one site and upload it to another site, all schedulers are automatically deactivated on the site where you upload the backup. Therefore, you need to activate them by clicking this button. This button appears only if your Visma Net database has been restored from a backup taken on another site.

View screen

Opens (as a pop-up window) the window that is the object of automation.

Initialise scheduler

Activates schedulers after you have uploaded a database backup from another site on your Visma Net site. When you back up a database on one site and upload it to another site, all schedulers are automatically deactivated on the site where you upload the backup. Therefore, you need to activate them by clicking this button.

This button appears only if your Visma Net database has been restored from a backup taken on another site.

Column	Description
Status	The status of the execution of the automation schedule.
Window ID	The screen ID of the window that has an automation schedule assigned.
Description	The description of the schedule.
Active	A check box that indicates (if selected) that the schedule is active.
Starts on	The start date of the schedule.
Expires on	The date when the schedule expires.
Time zone	The time zone in which the schedule operates.
Last executed on	The most recent date when the schedule has been executed.
Last execution result	The message describing the result of the execution.
Next execution date	The date of the next execution of the schedule.

Tasks

Schedule processing

Send notifications (SM205050) /visma-net-erp/help/automation/automation-windows/send-notifications-sm205050 page You can use this window to process notifications that are awaiting processing. 2026-02-19T17:09:06+01:00 # Send notifications (SM205050) You can use this window to process notifications that are awaiting processing. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar

Button	Description
Process	Initiates processing of the selected notifications.
Process all	Initiates processing of all the listed notifications.

## The top part In the top part, you can choose the date when notifications are to be sent (or the date when they have been sent, to view already-sent notifications).

Element	Description
Status	The status of notifications to be shown, which can be any of the following: Pending The notifications for which processing is pending Sent The notifications that have been sent Failed The notifications for which processing has failed
Execution date	The date when the processing is to be performed.
Date sent	The date when the notifications have been sent.

Status

The status of notifications to be shown, which can be any of the following:

Pending: The notifications for which processing is pending
Sent: The notifications that have been sent
Failed: The notifications for which processing has failed

Execution date

The date when the processing is to be performed.

Date sent

The date when the notifications have been sent.

## The Notifications table The Notifications table contains the complete list of notifications that have the status you have selected.

Button	Description
View notification	Navigates to the Automation notifications (SM205040) window so you can view the details of the selected notification.
View message	Opens the message that is selected in the table.
View report	Opens the report that is attached to the message selected in the table. The button is available only if the message contains a report.

Column	Description
Notification ID	The identifier of the notification.
Execution date	The date when the notification was processed.
Status	The status of the notification.
Date sent	The date when the notifications have been sent.
To	The recipient of the notification.
Subject	The subject of the notification email.
Report ID	The report ID if the notification includes the report.
Error message	A message displayed indicating that an error occurred during the relevant process.

Send reports (SM205060) /visma-net-erp/help/automation/automation-windows/send-reports-sm205060 page With this window, you can send reports to users specified in the report templates. 2026-02-19T17:09:06+01:00 # Send reports (SM205060) With this window, you can send reports to users specified in the report templates. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. With this window, you can send reports to users specified in the report templates. Report templates, which can be configured for each report, include the typical settings for selecting, filtering, and sorting the data on the reports you and other users would otherwise specify manually before running the report. ## The window toolbar

Button	Description
Process	Initiates the process of sending the selected reports.
Process all	Initiates the process of sending all the listed reports.

## The top part In the top part, you can select a report by its screen ID and send it to all users signed up for the report or to a particular user.

Element	Description
Report ID	The ID of the report for which a template is configured.
User	The user to receive the report. Make no selection to view reports to be sent to all users. View your username in the field if you select the Me check box to the right.

## The table The table displays the report templates according to which the report should be sent to its recipient on the selected date or earlier. You can merge several reports to one net report.

Column	Description
Selected	A check box that indicates (if selected) that this template should be processed.
Template	The template configured for the report.
Report ID	The report to be sent.
Title	The title of the report.
User	The user who is a recipient of the report.
Default	A read-only check box that indicates (if selected) that this template is the default template for the report.
Shared	A read-only check box that indicates (if selected) that this template is shared with other users.
Merge reports	A check box that indicates (if selected) that this report will be merged with the other reports with Merge reports check box selected to one net report when processed. Merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.
Merging order	The number of the report in the net report.

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