How to Schedule a Query in PeopleSoft

Open Schedule Query

1. From the main menu, go to Reporting Tools.
2. Hover over Query.
3. Select Schedule Query from the submenu.

Create a new Run Control ID

The Schedule Query page has two tabs: Find an Existing Value and Add a New Value. To reuse an existing Run Control ID, search on the Find an Existing Value tab. To create a new one, follow these steps:

1. Click the Add a New Value tab.
2. Type a unique name for your Run Control ID in the field.
3. Click Add.

Enter the query name

1. In the Query Name field, type the name of the query you want to schedule, for example SB_AD_FTF_APPS%.
2. Click the Search button next to the field.

Select the query from the search results

Review the list of queries that match your search. Click the name of the query you want to schedule.

Enter prompt values

If your query requires prompts, a pop-up window appears.

1. Type your prompt values in the fields. For example, enter Admit Term = 2208.
2. Click OK to confirm your entries and close the prompt window.

Review and edit prompts

After you enter prompt values, you return to the Run Control setup screen. You can edit a prompt value directly in its value box. For example, change ADMIT_TERM to 2214.

Alternatively, click the Update Parameters link to reopen the prompt dialog box and make further changes.

Finalize the query and prompts

1. Confirm that the query name (for example, SB_AD_FTF_APPS_TESTONLY) and the prompt values are correct.
2. Click Run to continue to the Process Scheduler.

Find the query in Query Viewer

1. From the main menu, go to Reporting Tools > Query > Query Viewer.
2. Enter the query name, for example SB_AD_FTF_APPS%, and click Search.
3. In the search results, find your query and click the Schedule link in the Schedule column.

Set up or reuse a run control

On the Scheduled Query screen, choose one of these options:

• Click the Add a New Value tab and enter a unique Run Control ID to create a new run control.
• Use the Find an Existing Value tab to search for and select a previously created run control.

To search for an existing run control, enter criteria such as Private Query, Query Name (for example, SB_AD_FTF_APPS_TESTONLY), and Run Control ID (for example, TEST_QRY). Then click Search.

Confirm prompt values

1. On the Schedule Query setup screen, verify the Run Control ID (for example, TEST_QRY), the Query Name (for example, SB_AD_FTF_APPS_TESTONLY), and the Description.
2. Enter or confirm the required prompt values, for example ADMIT_TERM = 2214.
3. Click OK to continue.

Configure Process Scheduler options

On the Process Scheduler Request screen, you can set when and how the query runs:

• Select a Recurrence from the dropdown, for example "M-F at 8pm" or "SB_DAILY_6AM".
• Enter a Run Date (for example, 09/01/2020) and a Run Time (for example, 11:49:12AM) to schedule the query for the future.
• Choose the output Format, for example TXT, PDF, XLS, or XML.

Select the process in the Process List (for example, PSQUERY), then click OK to start the query.

Track the query in Process Monitor

After you start the query, you return to the Run Control setup screen.

1. Click Process Monitor to track the status of your scheduled query.
2. Locate your process instance, for example 4870432.
3. Click Refresh to update the status. Wait until Run Status shows Success and Distribution Status shows Posted.
4. Click Details next to your process instance to view log and trace files.

Download the query output file

When the status shows Success and Posted, find your process instance in the Process List.

1. Click the Details link next to your process instance.
2. In Distribution Details, find your output file, for example SB_AD_FTF_APPS_TESTONLY_4870432.XLS.
3. Click the file name to download your results.

Open and review the file

Open the downloaded file, for example an Excel spreadsheet, to review your results. Verify that the data matches your expectations, including columns such as Admit Term, ID, First Name, Last Name, Status, and other relevant fields.