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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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How to save a PDF report as an attachment to email
Posted: 25 Sep 06 10:01 AM
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fiogf49gjkf0d Hi,
I am using v6.1 and need to email a report as an attachment in the code. How to save a PDF report (CrystalReport) to somewhere, and then add this saved report as an attachment to the email? Or is there other way to do this?
Thanks, |
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Re: How to save a PDF report as an attachment to email
Posted: 25 Sep 06 1:10 PM
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fiogf49gjkf0d In v6.1 it is doable, although not a trivial task. You have to either extract the report from the plugin table's blob for the report plugin, or distribute the report to the SLX folders via a sync action or other. Once extracted you use Crystal RDC to set the connection info for the report (so it can connect to the current database) run the report & save as a PDF. Then Outlook automation to attach to a new mail window.
In 6.2.1 (IIRC) there is a new function:
Application.BasicFunctions.GetCrystalReport
Which gives you an already connected RDC object referencing a report that was extracted from the plugin table for you. Much easier.
You can get the Crystal RDC docs from this site here: http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=29 |
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Re: How to save a PDF report as an attachment to email
Posted: 27 Sep 06 12:24 AM
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fiogf49gjkf0d Can you wait until 7.0. I'm working on a .NET extension to do just what you are asking. I do have a version for 6.x, but as Ryan says, you've got to deal with distributing files... |
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Re: How to save a PDF report as an attachment to email
Posted: 25 Jul 07 3:23 AM
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Hi Mary,
The steps are relatively simple - i've given the essentials below - you'll also notice the Include Scripts you'll need.
There are a couple of nusances - namely the Outlook pop-up 'There is a program trying to access you mailbox' type thing (PLEASE does somebody know how to overcome this - embarrassingly, I was browsing and briefly read something along the lines of "if the code is written poorly..." !!! - Is there a way around this??
In my case Mary - i've had to use a (free) utility to overcome this - you can get this at http://www.contextmagic.com/express-clickyes/ (Choose the free version but READ the differences twixt the 2!) If you have standardly decent Network infrastructure you shouldn't have to worry.
You'll also see this script relies on Network Use (Remotes you'd have to have a local copy of the 'Quote.rpt' - this could be done in many ways)
Anyway - enough of the blabbing.... Script follows:
'Including Script - System:SLX_Common
'Including Script - System:SLX_DoOutLook_AS
option explicit
Sub ReportToPDFtoEmail
Dim filesys, strpath, strReportFile, strReportName, CRXReport, objRDC,soid
soid = ***** this is where you'd get your (for instance) SalesOrderID ***
set filesys = CreateObject("Scripting.FileSystemObject")
strpath = "\\srvapps01\synclogs\Quotes\"
If Not filesys.FolderExists(strpath) Then
filesys.CreateFolder(strpath)
End If
strReportFile = strpath & soid & ".pdf"
If (filesys.FileExists(strReportFile)) Then
filesys.DeleteFile(strReportFile)
End If
Set filesys = Nothing
Set objRDC = CreateObject("CrystalRuntime.Application")
' I have chosen to put an accessible report (for Network users) into the folder location below
Set CRXReport = objRDC.OpenReport("\\srvapps01\synclogs\quote.rpt")
CRXReport.RecordSelectionFormula = "{SALESORDER.SALESORDERID} = '" & soid & "'" ' <- soid being my SalesOrderID (or whatever!)
CRXReport.ExportOptions.DestinationType = 1
CRXReport.ExportOptions.DiskFileName = strReportFile
CRXReport.ExportOptions.FormatType = 31
CRXReport.Export False
Set CRXReport = Nothing
Set objRDC = Nothing
'===================================================
Dim oOApp
Dim oOMail
Dim olByValue
'Dim oInsp
Set oOApp = CreateObject("Outlook.Application")
Set oOMail = oOApp.CreateItem(olMailItem)
With oOMail
.To = "mark.richardson@steljes.co.uk"
.Subject = "Quote: " & soid
.Body = "Heres your Quote"
.Attachments.Add strpath & soid & ".pdf", olByValue, 1
' Uncomment one of the below lines to choose whether to display the email to the user or to just automatically send
'.Display
'.Send
End With
Set oOApp = Nothing
Set oOMail = Nothing
End Sub |
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Re: How to save a PDF report as an attachment to email
Posted: 26 Jul 07 5:53 AM
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Hi Mark,
I did something similar to this a little while back but to actually create the e-mail message I used the Application.BasicFunctions.QueMessage function. You don't have as much control as you do using the Outlook object model (e.g. you can't send the e-mail from code) this but it does create the message without the annoying 'There is a program trying to access you mailbox' message and you don't need to install any additional software.
Something along the lines of:
Application.BasicFunctions.QueMessage "mark.richardson@steljes.co.uk", "", "", "Quote: " & soid, "Heres your Quote", strpath & soid & ".pdf"
should do the trick.
Also to get around the problem of network paths for remotes I added the report to SalesLogix in the normal manner and the used Application.BasicFunctions.GetCrystalReport to return the report i.e.
Set CRXReport = Application.BasicFunctions.GetCrystalReport("Opportunity:Quote Template")
Other than that the rest of the report code to set export options and filters is pretty much the same as yours
Hope this helps.
Darron |
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