You can schedule a pinboard job for any pinboard by using the Add a schedule prompt page.

You can add multiple schedules with different configurations for a single pinboard. However, each job is limited to one pinboard schedule. To add a schedule, you must either be an administrator or have the schedule pinboard privilege, and at least edit-only and view-only access to the pinboard.

To schedule a pinboard:

  1. Sign in to ThoughtSpot from a browser.
  2. Click Pinboards, on the top navigation bar.
  3. Select the pinboard you want to create a schedule for.
  4. Click the More menu icon more options menu icon and select Manage schedules to view all of the schedules set for the pinboard.

  5. Click + Schedule to add a new schedule. On the Add a Schedule page, you create a new schedule for your pinboard.

  6. Set the values for your schedule.

    Field Description
    Repeats You can rebuild a pinboard every n minutes, hourly, daily, weekly, or monthly. For some of these, you can also choose specific times of the day or days of the week. Make sure to note the Server time zone which is the timezone which will be used.
    Name Provide a short name for this schedule, Monthly Report Source is an example of a good name.
    Description Enter a description to remind yourself and to inform others. For example, if this is an important schedule for a meeting or a report, you should mention that.
    Type CSV files provide all data for tables, with one attachment per table. Use CSV files to perform further analysis offline. PDF files show all visualizations in the pinboard. Each chart takes up a whole page in the file, while only the first 100 rows of a table are included. Use PDF files to skim the data.
    Gating condition

    Write a statement that returns a single boolean value (true or false). For example, sum (revenue) > 100 is a valid condition but is_weekend (commit_date) is not, since it returns a result per row of data. You can use any data source (table, worksheet, or view) for the gating condition, since ThoughtSpot executes the query as an admin with access to all data sources. The gating condition formula and any tables you use in it do not need to be related to the pinboard the gating condition is for. You can use any valid formula in your statement. Other than checking your formula syntax, ThoughtSpot does not validate your formula returns a single boolean.

    At the scheduled time, ThoughtSpot executes the gating condition query as an admin user, and, if the condition returns true, processes the pinboard. For a list of valid formulas, see the Formula function reference.
    Recipients

    You are limited to 1000 recipients per job. You can add Users or groups to enter ThoughtSpot users or groups. Use Emails to add recipients that are not ThoughtSpot users. Your ThoughtSpot admin must set these email domains as allowed domains. Contact ThoughtSpot Support to add allowed domains.

    If you experience problems with sending email, your cluster may not have SMTP enabled. Contact your system administrator to resolve this issue.
  7. Click Schedule to save your schedule configuration.