Jobs and notifications

Follow the work Halo runs in the background, retry or cancel a job, and choose which notifications also email you.

Long work, such as discovery or an export, runs in the background as a job. You can leave the page while it runs, and Halo tells you when it's done.

See your jobs

The Jobs button in the top bar shows Your jobs while they run, with progress. The Jobs page in the sidebar lists them in full.

On the page, filter by All, Running, Failed or Succeeded. If your role has See everyone's jobs, you see the organization's jobs, and Only mine narrows the list to yours. Otherwise you see your own.

Kinds of job

  • Discovery of a connection

  • File uploads: reading a file, then importing it

  • Extract refreshes

  • Data exports

  • PDFs of reports

  • Scheduled email of reports

  • Scheduled publishes, which wait in the list until their time

  • Snapshots behind public links and embeds

  • Image processing

  • Templates: saving one, and creating a report from one

  • Duplicating and importing reports

  • Generating or rebuilding a report with Halo, and Halo AI's descriptions and insights

  • Loading a dbt project

  • Writing a summary for a scheduled email

  • Publishing a website, and making a preview of one to share

  • Reading a directory source, and refreshing the directory's tables in Halo Data

Open a job

Press a job to see it in full.

  • Its progress, while it runs.

  • Details: when it was queued, started and finished, how long it took, and which attempt this is.

  • Log: what the job did, step by step.

  • What it made, such as an export, with when the file expires. An expired file says to export again.

  • A link to what it worked on, such as Open the connection, Open the dataset or Open the report.

If Halo restarts while a job is running, the job gets a little time to finish, then goes back in line and starts again from the beginning. That doesn't count as a failed attempt, and nobody's told it failed. Until it restarts, it says "Interrupted by a restart. It will start again."

Cancel or retry a job

  • Cancel job asks a queued or running job to stop. It says "Canceling…" until the job reaches a point where it can stop.

  • Retry job runs a failed or canceled job again. Use it once you've fixed what the error says, such as a connection's password.

Both are also in a job's right-click menu, along with Copy the error for a failed job.

Notifications

The bell in the top bar is the notification center. Everything Halo tells you appears there, and a dot on the bell means something's unread. Press a notification to go to what it's about. Mark all read clears them.

Long jobs that finish or fail tell you here, as do requests to publish, editions that don't build, changes that break a dataset of yours, data alerts, replies from Halo, website news such as a form response or a domain going live, what's new in your directory's Inbox, and plan limits if you're an Owner or an Admin.

Choose what emails you

Every notification appears in the notification center. In Account, under Notifications, choose which ones also email you. Your choices apply in every organization you belong to.

GroupEmail whenBy default
JobsA long job fails: one you started, after running for more than 5 minutesOn
JobsA long job finishes: one you started, after running for more than 5 minutesOff
SharingSomeone shares something with you: a report, chart, dataset, folder or workspace, or more access to oneOn
ReportsSomeone asks you to publish: a request waits for your approvalOff
ReportsA summary needs your approval: Halo AI wrote a summary for a scheduled email to addresses outside your organizationOff
ReportsYour request is approved: an approver publishes a report you asked to publishOff
ReportsYour request comes back: an approver sends it back with a noteOff
ReportsYour request is closed: someone publishes a newer version before it's decidedOff
ReportsData changes under an edition of yours: someone changes a dataset's row policies or hidden fields, and couldn't withdraw the editionOff
ReportsAn address stops getting your report's email: it bounced for good, or its reader reported it as spamOn
ReportsAn edition you published doesn't build: links still show the edition before itOff
DataA source change breaks a dataset: discovery finds a table or column gone that a dataset reads, yours or on a connection you administerOn
DataMarketplace data has a new major version: a package you have changes fields, and you stay on your version until you move or its window endsOn
Datadbt tests fail on a dataset of yours: a dbt test starts failing on a table it readsOff
DataTables Halo keeps in Halo Data stop refreshing: Halo CRM's, Halo CMS's or Halo activity's tables that you look after, or the copy an overlay of yours joins on, with why, such as their connection going to the Trash or being deleted for goodOn
HaloHalo announces something: maintenance, incidents and newsOff
HaloHalo answers your request: a reply to a request you sent from Contact HaloOn
PlanYour organization nears a plan limit: at 80%, for Owners and AdminsOff
PlanYour organization uses all of a plan limit: at 100%, for Owners and AdminsOn
Data alertsA data alert of yours fires: a number you follow crosses the line you setOn
Data alertsA data alert of yours pauses, stops or starts again: what it follows went to the Trash or came back, changed, or you lost access to itOn
WebsitesA website's address starts working: one you connected goes liveOn
WebsitesA website's address stops working: its DNS moved away, so readers stay on your Halo addressOn
WebsitesA website's numbers stop refreshing: on a website you made live, saying why, such as you can no longer read or publish them, a dataset behind them went to the Trash, or someone changed who may see what in itOn
WebsitesA website's data source stops answering: a data source on a website you published doesn't answerOff
WebsitesA website's form gets a response, on a website you publishedOff
WebsitesA scheduled publish doesn't happen: a website you set to publish later couldn't go outOn
Halo CRMSomething arrives in Halo CRM's Inbox: a business asks to join or sends in a change, a source finds something, or a website's form sends a leadOff
Halo CRMSomething Halo CRM reads keeps failing: a source failed three times in a row, or a website's form response couldn't reach the InboxOn
Halo CRMA task you were given is due: within a dayOn
API keysAn API key is made as you: if it wasn't you, revoke itAlways
API keysYour API key is about to end: within seven daysOn
API keysAn Owner, an Admin or Halo revokes your API keyOn

Each switch says when it's been changed from its default. Halo emails important announcements itself, whatever your choice here. Some emails aren't optional: sign-in codes, password resets, invitations, and security warnings such as a two-factor lockout.

Scheduled report emails have their own recipients. See Scheduled email.