{"id":30997,"date":"2025-06-30T10:49:30","date_gmt":"2025-06-30T10:49:30","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=30997"},"modified":"2025-06-30T10:50:11","modified_gmt":"2025-06-30T10:50:11","slug":"triggering-email-notifications-after-svg-backup-in-sage-x3-using-recurring-tasks-and-workflows","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/06\/30\/triggering-email-notifications-after-svg-backup-in-sage-x3-using-recurring-tasks-and-workflows\/","title":{"rendered":"Triggering Email Notifications After SVG Backup in Sage X3 using Recurring Tasks and Workflows"},"content":{"rendered":"\n<p>Data extraction is the process of retrieving data from sources for further processing or storage (e.g., data migration). In <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/development-services\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage X3<\/a>, the folder where this data backup is stored is called \u201cSVG.\u201d You can find the SVG folder in the following path:<\/p>\n\n\n\n<p>Sage X3 Installation Folder> \\&lt;Folder Name>\\ SVG<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>In this blog, we will demonstrate how to fulfill this requirement using a recurring task and a workflow in Sage X3.<\/p>\n\n\n\n<p><strong>Step-by-Step Implementation :<\/strong><\/p>\n\n\n\n<p><strong>Step 1: Create a Custom Workflow \u2013 ZENDREQ (End of Task Stock Resync)<\/strong><\/p>\n\n\n\n<p>Follow these steps to create the workflow:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Event Type: End of Task<\/strong><\/li>\n\n\n\n<li><strong>Event Code: DOSSVG (Data Extract)<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Important:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make sure the <strong>\u201cTrigger Mail\u201d<\/strong> option is checked.<\/li>\n\n\n\n<li>In the Recipient tab, enter the respective email IDs as per the client\u2019s request.<\/li>\n\n\n\n<li>Set \u201cSend Mail\u201d to Yes.<\/li>\n<\/ul>\n\n\n\n<p>Once done, validate the workflow.<\/p>\n\n\n\n<p><strong>New Stuff:<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/06\/30\/making-sage-x3-reports-dynamic-with-miscellaneous-tables-ar-ap-report-filtering-without-sql-changes\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/06\/30\/making-sage-x3-reports-dynamic-with-miscellaneous-tables-ar-ap-report-filtering-without-sql-changes\/\" rel=\"noreferrer noopener\">Making Sage X3 Reports Dynamic with Miscellaneous Tables: AR\/AP Report Filtering Without SQL Changes<\/a><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Custom-workflow-ZENDREQ1-1024x441.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Custom-workflow-ZENDREQ1-1024x441.png\" alt=\"Fig1.Custom workflow ZENDREQ1\"><\/a><\/center>\n<font size=\"2\"><center>Fig1.Custom workflow ZENDREQ1<\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Custom-workflow-ZENDREQ2-1024x415.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Custom-workflow-ZENDREQ2-1024x415.png\" alt=\"Fig2.Custom workflow ZENDREQ2\"><\/a><\/center>\n<font size=\"2\"><center>Fig2.Custom workflow ZENDREQ2<\/center><\/font>\n\n\n\n<p><strong>Step 2 : Create &amp; Configure the Recurring Task DATAEX_LIV.<\/strong><\/p>\n\n\n\n<p>Bind the task code DOSSVG (Data Extract) to this recurring task, and configure the schedule as per the client\u2019s requested timing.<\/p>\n\n\n\n<p>Refer to the screenshot below fig3.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/recurring-task-1024x506.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/recurring-task-1024x506.png\" alt=\"Fig3.Recurring task DATAEX_LIV.\"><\/a><\/center>\n<font size=\"2\"><center>Fig3.Recurring task DATAEX_LIV.<\/center><\/font>\n\n\n\n<p>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).<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Query-Management-1024x425.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Query-Management-1024x425.png\" alt=\"Fig4.Query Management\"><\/a><\/center>\n<font size=\"2\"><center>Fig4.Query Management<\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Email-sent-to-the-respective-client-email-addresses-1024x446.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/06\/Email-sent-to-the-respective-client-email-addresses-1024x446.png\" alt=\"Fig5.Email sent to the respective client email addresses\"><\/a><\/center>\n<font size=\"2\"><center>Fig5.Email sent to the respective client email addresses<\/center><\/font>\n\n\n\n<p>By configuring a workflow and a recurring task in Sage X3, we can automate SVG backups and send timely notifications to clients\u2014helping ensure data safety and efficient monitoring.<\/p>\n\n\n[about_us_blog_common]\n","protected":false},"excerpt":{"rendered":"<p>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 \u201cSVG.\u201d You can find the SVG folder in the following path: Sage X3 Installation Folder> \\&lt;Folder Name>\\ SVG Recently, a client requested that an\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/06\/30\/triggering-email-notifications-after-svg-backup-in-sage-x3-using-recurring-tasks-and-workflows\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,13],"tags":[3386,1632,4395,4394,4393],"class_list":["post-30997","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-email","tag-recurring-task","tag-send-notifications-for-svg-backup","tag-svg-backup","tag-workflow-for-svg-backup"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/30997","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=30997"}],"version-history":[{"count":11,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/30997\/revisions"}],"predecessor-version":[{"id":31010,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/30997\/revisions\/31010"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=30997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=30997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=30997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}