Data extraction is the process of retrieving data from sources for further processing or storage (e.g., data migration). In Sage X3, the folder where this data backup is stored is called “SVG.” You can find the SVG folder in the following path:
Sage X3 Installation Folder> \<Folder Name>\ SVG
Recently, a client requested that an automatic SVG backup be created every night for a specific folder. Additionally, once the backup is complete, an email notification should be sent to designated email IDs.
In this blog, we will demonstrate how to fulfill this requirement using a recurring task and a workflow in Sage X3.
Step-by-Step Implementation :
Step 1: Create a Custom Workflow – ZENDREQ (End of Task Stock Resync)
Follow these steps to create the workflow:
- Event Type: End of Task
- Event Code: DOSSVG (Data Extract)
Important:
- Make sure the “Trigger Mail” option is checked.
- In the Recipient tab, enter the respective email IDs as per the client’s request.
- Set “Send Mail” to Yes.
Once done, validate the workflow.
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Step 2 : Create & Configure the Recurring Task DATAEX_LIV.
Bind the task code DOSSVG (Data Extract) to this recurring task, and configure the schedule as per the client’s requested timing.
Refer to the screenshot below fig3.
This recurring task will execute at the specified time. Once the task is completed (Fig4), since the task code is already linked to the workflow, it will automatically trigger an email notification at the end of the task (Fig5).
By configuring a workflow and a recurring task in Sage X3, we can automate SVG backups and send timely notifications to clients—helping ensure data safety and efficient monitoring.
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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
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