Automated Job Results

Overview 

The Automated Job Results (AJR) provides the ability to share the run results (information on processed, succeeded, and/or failed records) with multiple users. That way, rather than just a single email going to the user who created the scheduled job(s), this information can be shared with many users across your team. For example, you might have the Recurring Billing job, Recurring Payable job, and the Scheduled Post job automatically scheduled to run overnight from the Automated Jobs. When the automation process runs each night for these jobs, the system will create an Automated Job Results record for each of the scheduled jobs, which can be viewed by multiple users. 

The AJR process will automatically run after all the scheduled jobs as a system background process. Therefore, it will not be necessary to perform any setups in order for the AJR process to complete. 

Note: If you have the Large Data Optimizer (LDO) feature enabled, an AJR record (Large Data Optimizer Post or Unpost for Billings, Payables, and/or Journal Entries) will be created from the automated jobs, as well as when you manually post one or more Billings, Payables, and/or Journal Entries. Additionally, when records are created from Recurring Billings, Recurring Payables, and Recurring Journal Entries (using the scheduled jobs), with the LDO feature enabled, AJR records will also be created. 

Note: If you have the Scheduled Bank Download job and/or the NPSP Opportunity Journal Entries job scheduled to run daily/nightly on the Automation tab, the AJR process will be available in a future release.

The AJR record for each scheduled job will include the following information:

• Automated Job Results Name - a system generated record identifier that begins with the letters “AJR” followed by the record number. In the sample screen below the Automated Job Results Name is “AJR-00682.”
  
  
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• Job Type - the name of the job that this Automated Job Result (AJR) record represents. For example, in the screen above the Job Type is Recurring Billing.
• Processed - the number of records that went through the normal process run for the selected scheduled job. In the sample screen above, 12 records processed on the date that the Recurring Billing scheduled job ran for the AJR-00682 record.
• Succeeded - the number of records that completed as part of the normal process run for the selected scheduled job. In the sample screen above, 11 records succeeded/completed on the date that the Recurring Billing scheduled job ran for the AJR-00682 record. 
• Failed - the number of records that failed to complete as part of the normal process run for the selected scheduled job. In the sample screen above, 1 record failed to complete on the date that the Recurring Billing scheduled job ran for the AJR-00682 record.
• Notes - includes a hyperlink, which can be clicked to review an Exception Report for records that failed to complete/post.
  
  
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  If you are viewing an AJR record for the Scheduled Post job, which includes results for all of your scheduled jobs, the Notes information includes the number of records that were processed, posted successfully, and failed for each scheduled job. The Notes information for the Scheduled Post job also includes a separate hyperlink for each of the scheduled jobs. In the sample screen below, the first scheduled job that displays is for Billings: 23 Billings processed, 4 Billings posted successfully, and 19 Billings failed. The hyperlink to the Billings Exception Report can be clicked to review information about the failed Billings. Additionally, there is a separate link for each of the scheduled jobs, which can be clicked to access the related Exception Reports.
  
  
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Review the Automated Job Results

1. From the navigation bar, select Automated Job Results. 
   Note: Depending upon your arrangement, in order to display the Automated Job Results item you might need to click the More drop-down list on the navigation bar to view and select it. If the Automated Job Results item is not available on your navigation bar, and you want to add it, refer to the Automated Job Results Configuration Setup article. Otherwise, search for Automated Job Results from the App Launcher.
   
2. Select the All list view or another one that you might have created. Typically, you want to select a list view other than the Recently Viewed. 
3. Select an Automated Job Results Name from the list view.
   
   Note: You can add additional column headings to the selected list view, such as the Schedule Job Type, Processed, Succeeded, and Failed records. For more information refer to the Modify Display Fields in a List View article.
   
   Note: If using Consolidations, the Consolidations Routine Job Type is available to view Automated Job Results for the Run Consolidations routine. 
   
   
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   In the sample screen below, an Automated Job Results Name was selected for the Scheduled Post job.
   
   
   Note: Click here to view the above image in full screen. 
   
   
4. Review information such as the number of Processed, Succeeded, and Failed records.
5. Click a hyperlink to access and display a related Exceptions Report.
   Note: If you selected an Automated Job Results Name other than the Scheduled Post job, only one hyperlink for the selected scheduled job will be available to click for reviewing the Exceptions Report.  

Notes:

• If the “Enable Retention Period” checkbox is set to "on," the retention period for Automated Job Results is based upon the number of days selected in the Automated Job Results Retention Period Settings.
• In addition to the Details tab that defaults when you display the Automated Job Result screen, the Notes & Files tab and the All Activities tab displays. For more information, refer to the Lightning Record Page Enhancements article. 

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Spring '24 Release

Release Notes and Schedule

If you have the Large Data Optimizer (LDO) feature enabled, an AJR record (Large Data Optimizer Post or Unpost for Billings, Payables, and/or Journal Entries) will be created from the automated jobs, as well as when you manually post one or more Billings, Payables, and/or Journal Entries.