Schedules

Create schedule

Changed on

Create a scheduled task delivering a document's dashboard, or one tab of its workbook with entity: workbook. Supports applying filters and formatting, creating alert conditions, and triggering test deliveries.

Supports the following destinations:

  • Email
  • Slack - Note: A Slack workspace must already be connected to Omni to use this destination type.
  • SFTP
  • Webhook
  • Amazon S3
post/v1/schedules

Request

  • Base URL
    https://blobsrus.omniapp.co/api
  • URL
    https://blobsrus.omniapp.co/api/v1/schedules
  • Auth
    HTTP bearer

Query parameters

userIdstring uuid

Only supported when using an Organization API key. The membership ID of the user who should own the schedule. The specified user must have permission to view and schedule the document, not just view it. Note: This value is the membership ID, not the user ID. Use the List users endpoint to retrieve membership IDs.

When using an Organization API key:

  • If userId is provided, the schedule is owned by the specified user
  • If userId is not provided, the schedule is owned by the organization

Attempting to use a Personal Access Token (PAT) with this parameter will result in a 403 Forbidden error. When using a PAT, the schedule owner will be the creator of the PAT.

Request body

OR
OR
OR
OR

Example request

{
  "name": "Weekly Sales Report",
  "schedule": "0 9 ? * MON *",
  "timezone": "America/New_York",
  "timezoneOverride": "Europe/Paris",
  "conditionQueryMapKey": "Jmn2r3KV",
  "conditionType": "RESULTS_PRESENT",
  "containerPages": [
    "01KXH5TG58BB5JBJHGTPC62RZA"
  ],
  "enableConditionalFormatting": true,
  "filterConfig": {
    "status": [
      "active",
      "pending"
    ]
  },
  "format": "pdf",
  "maxRowLimit": 1000,
  "paperFormat": "letter",
  "paperOrientation": "landscape",
  "queryIdentifierMapKey": "Jmn2r3KV",
  "showContentLink": true,
  "showFilters": true,
  "destinationType": "email",
  "filename": "weekly-sales-report",
  "subject": "Weekly Sales Report",
  "textBody": "Please find attached the weekly sales report."
}

Response

Schedule created successfully

idstring uuid

The ID of the created schedule.

messagestring

A success message.

delivererRoleArnstring

S3 destinations only. The ARN of Omni's deliverer IAM role. The customer uses this as the Principal in their IAM trust policy to allow Omni to assume their role.

externalIdstring

S3 destinations only. The organization ID, used as the external ID in the IAM trust policy sts:ExternalId condition. This value is the same for all S3 destinations in the organization.

Example response

{
  "message": "Successfully created schedule"
}

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