Executing a Rule

Run the rule to perform the specified changes etc.

1. In the Current Rule page, click Execute.

The Rule Execution Properties dialog opens - .



Figure 1 - The Rule Execution Properties dialog

2. Type any comments into the Comment field.
3. In the Start Time field, select when you want the task to be run.

Select ASAP to run the job as soon as it gets to the front of the task queue in the server. Select Schedule for Later Execution if you want the job to be run at a specific time in the future or if you want the job to be repeated at regular intervals.

4. Click OK.

If you have specified that the task is to run as soon as possible (ASAP) then a Task page opens showing a progress bar, the Task ID and the sequences being run and completed.

If you have specified that the task is to be scheduled for later execution, then a Recurrence Pattern dialog opens. Refer to the Professional Authoring documentation for more information on recurrence patterns.

On completion, the text Task Completed is displayed at the bottom of the sequence list.

5. Click OK to close the Task page and return to the Rule Details page.

Executing Rules as Other User

In the event you have the necessary permissions, you can execute several of the import, export and data processing rules as "Other user". This enables you to select another user from the selected survey's company, and execute the rule with that selected user's settings, for example pgp encryption, file transfer type, email, etc.

The option will be available to a user only if he/she has the permissions: system_account_read and system_project_data_export_admin.

Note: The Execute as Other User functionality is only available to On-premise customers who have their own technical support team.

In Data Processing, the option appears at the bottom of the Current Rule > General tab if the Source Type is set to Survey Data and the Target Type is set to Delimited Text File, or vice versa - -.

Figure 2 - The Current Rule > General tab showing the Execute as other user option

Click Select User to open a Select User overlay in which you can search for and select the user you wish to use. Click OK to add the selected user's user name to the field, then continue with the procedure.

The Execute as other user feature is available for the following rules:

• Survey Data Export
• Survey Data Import
• Survey Respondents Export
• Survey Respondents Upload
• Data Processing rules:
• from SurveyData to File
• from File to SurveyData

Note that the project must be selected before you can select the "other user".