Queue Management

Queue Management allows you to monitor the progress of your PDF generation and email sending tasks. It provides a detailed view of every job, from the overall profile status down to individual email items.

Overview

The Queue Management system is organized into four levels to help you drill down into issues:

1. Profile List: Overview of all profiles and their recent activity.
2. Batch List: History of imports (files) for a specific profile.
3. Queue List: Individual items (recipients) within a batch.
4. Item Details: Detailed data and status for a single item.

1. Profile List (Overview)

The main view shows a card for each Profile you have configured.

• Stats: Each card visualizes the status of items from the last 30 days.
  • Error: Items that failed (PDF generation, Sending, or Import).
  • Pend: Items waiting to be processed (PDF Generation).
  • PDF Generated: Items with PDFs generated, waiting to be sent.

Action: Click on a profile card (or the Edit icon) to view its Batch List.

2. Batch List (History)

This list shows every file you have imported for the selected profile.

• Batch Name: Corresponds to the filename of the imported CSV.
• Import Date: Use this to distinguish between multiple imports of the same file.
• Status Columns:
  • Total: Total number of items in the batch.
  • Error: Total failures.
  • Pending: Waiting for PDF generation.
  • PDF Generated: PDFs generated, waiting for email.
  • Sent: Successfully sent.

Action: Click the Edit icon on a specific batch row to view its Queue List.

3. Queue List (Items)

This view lists every individual recipient within the selected batch.

Features

• Search: You can search by Recipient (To), Status, Error Message, or data content (JSON).
• Filter: Use the dropdown to show only specific statuses (e.g., "Error" only).
• Delete Batch: The Delete Batch button allows you to remove the entire batch history.

Status Definitions

Common Error Messages

The following errors may appear in the Error Message column or in the Error List for the batch:

Email Sending Errors

• SMTP server rejected recipients: The email server refused the address. Check if the address implies a spam risk or if the domain is blocked.
• MISSING_TO_RECIPIENT: The "To" address is empty. Check your mapping configuration.
• BACKEND_CONNECTION_FAILED: Could not connect to the SMTP server. Check your internet connection or VPN.
• RETRY_LIMIT_REACHED: The system gave up after the maximum number of retries defined in your profile.

Import & Processing Errors

• TEMPLATE_FILE_NOT_FOUND: The configured PDF template file is missing from the workspace.
• MISSING_MASTER_LOOKUP_VALUE: The item has no value for the lookup key (e.g., Customer ID is empty), so master data could not be retrieved.
• CSV_DATA_EMPTY_OR_UNREADABLE: The imported CSV file was empty or corrupted.

4. Item Details (Edit & Retry)

Clicking the Edit icon on an item allows you to modify its data or retry a failed process.

Modifying Data

You can correct email addresses (To, CC, BCC) if they were imported incorrectly.

Modifying Status (Retry)

The status does not change automatically when you save. You must manually select the appropriate status to trigger a retry:

• Pending: Select this status to discard the current PDF and try generating it again (e.g., after fixing JSON data).
• PDF Generated: Select this status to retry sending the existing PDF (e.g., after fixing an email address).

Editing JSON

You can directly edit the Document Content Data and Customer Master Data.