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Report Designer
#1
Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!
pms23, proud to be a member of EV CONNECT FORUM since Apr 2017.

#2
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE
ABBE Philippe, proud to be a member of EV CONNECT FORUM since Nov 2015.

#3
(01-30-2019, 06:58 AM)ABBE Philippe Wrote:
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE

Thank you very much for your answer!

(01-30-2019, 09:31 AM)pms23 Wrote:
(01-30-2019, 06:58 AM)ABBE Philippe Wrote:
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE

Thank you very much for your answer!

Another doubt... If I have documents attached to the request, can I send those documents in an notification step of a workflow? Sometimes we need to notify another participants that don't have access to Easyvista app. The solution is to send an automatic notification with those documents.
pms23, proud to be a member of EV CONNECT FORUM since Apr 2017.

#4
(01-30-2019, 09:31 AM)pms23 Wrote:
(01-30-2019, 06:58 AM)ABBE Philippe Wrote:
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE

Thank you very much for your answer!

(01-30-2019, 09:31 AM)pms23 Wrote:
(01-30-2019, 06:58 AM)ABBE Philippe Wrote:
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE

Thank you very much for your answer!

Another doubt... If I have documents attached to the request, can I send those documents in an notification step of a workflow? Sometimes we need to notify another participants that don't have access to Easyvista app. The solution is to send an automatic notification with those documents.

Hello,
You can't attached document into a workflow step
See this thread for adding an HTML link of that document : http://www.global.easyvista.com/evconnec...ument+send

Check before if "participants that don't have access to Easyvista" can use/download document behind HTML link (i'm not sur that anybody can download document if not connected to Easyvista) => http://www.global.easyvista.com/evconnec...ml#pid2030

P.ABBE
ABBE Philippe, proud to be a member of EV CONNECT FORUM since Nov 2015.

#5
(02-06-2019, 10:19 AM)ABBE Philippe Wrote:
(01-30-2019, 09:31 AM)pms23 Wrote:
(01-30-2019, 06:58 AM)ABBE Philippe Wrote:
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE

Thank you very much for your answer!

(01-30-2019, 09:31 AM)pms23 Wrote:
(01-30-2019, 06:58 AM)ABBE Philippe Wrote:
(01-21-2019, 09:30 AM)pms23 Wrote: Hi,

Is it possible to attach a report using Report Designer in a notification step of a workflow? We want to use a template generated in Report Designer and when the request is finished, send automatically an email to the user with that report attached.

Thanks!

Hello, Sorry it's not possible
But perhaps you can create an Apps that display a page for printing (use &SearchValue=#RFC_NUMBER# in the URL that you send to the user)

P.ABBE

Thank you very much for your answer!

Another doubt... If I have documents attached to the request, can I send those documents in an notification step of a workflow? Sometimes we need to notify another participants that don't have access to Easyvista app. The solution is to send an automatic notification with those documents.

Hello,
You can't attached document into a workflow step
See this thread for adding an HTML link of that document : http://www.global.easyvista.com/evconnec...ument+send

Check before if "participants that don't have access to Easyvista" can use/download document behind HTML link (i'm not sur that anybody can download document if not connected to Easyvista) => http://www.global.easyvista.com/evconnec...ml#pid2030

P.ABBE

Thank yor for your answer. I will check the thread Smile
pms23, proud to be a member of EV CONNECT FORUM since Apr 2017.






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