How to run a report, save it as pdf and send to email recipient as a job queue entry that will run every day

(0) Share

Report

Posted on by mbr

5,136

Hi All,

I have a codeunit that performs a saveaspdf on a specific so I can email this report to my email recipients every day. All is well except the report that I am trying to run has requestpage whereby I want to automate and give it the necessary parameters. E.g., The request Page for this report has 2 date fields. I want to automatically assign a value for each of these 2 fields before issuing a SaveasPDF(filename) command to save to a pdf file. Any thoughts?

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Verified answer

Suresh Kulla 50,243 Super User 2025 Season 2 on at

Like (0)

Report

Create a function in the report which will assign the value for the parameters and call this function before calling SAVEASPDF>

Was this reply helpful? Yes No
mmv 11,471 on at

Like (0)

Report

Hi,

As mentioned by Suresh, you may add a function in the report to assign the values to the request page variables and call the function before executing SAVEASPDF.

Best Regards,

MMV

Was this reply helpful? Yes No
Suggested answer

Tharanga Chandrasekara 23,118 on at

Like (0)

Report
Check this link : community.dynamics.com/.../151165.aspx

If you are talking about the emailing a invoice as a PDF and how to change the name of the PDF file then take a look at "Document-Mailing" code unit and its Text Constance.

These functions are called from

EmailRecords(ShowRequestForm : Boolean) SendRecords(ShowRequestForm,TRUE); LOCAL SendRecords(ShowRequestForm : Boolean;SendAsEmail : Boolean) WITH SalesInvoiceHeader DO BEGIN COPY(Rec); ReportSelections.SETRANGE(Usage,ReportSelections.Usage::"S.Invoice"); ReportSelections.SETFILTER("Report ID",'<>0'); ReportSelections.FIND('-'); REPEAT IF NOT SendAsEmail THEN REPORT.RUNMODAL(ReportSelections."Report ID",ShowRequestForm,FALSE,SalesInvoiceHeader) ELSE SendReport(ReportSelections."Report ID",SalesInvoiceHeader) UNTIL ReportSelections.NEXT = 0; END; LOCAL SendReport(ReportId : Integer;VAR SalesInvoiceHeader : Record "Sales Invoice Header") ServerAttachmentFilePath := COPYSTR(FileManagement.ServerTempFileName('pdf'),1,250); REPORT.SAVEASPDF(ReportId,ServerAttachmentFilePath,SalesInvoiceHeader); COMMIT; DocumentMailing.EmailFileFromSalesInvoiceHeader(SalesInvoiceHeader,ServerAttachmentFilePath);

And in the Document-Mailing code unit

EmailFileFromSalesInvoiceHeader(SalesInvoiceHeader : Record "Sales Invoice Header";AttachmentFilePath : Text[250]) EmailFile(AttachmentFilePath, SalesInvoiceHeader."No.", SalesInvoiceHeader."Bill-to Customer No.", SalesInvoiceHeader."Bill-to Name", InvoiceTxt);

And in that Text Constance have following

Name ConstValue
EmailSubjectCapTxt %1 - %2 %3
ReportAsPdfFileNameMsg Online Receipt %1 %2.pdf
InvoiceTxt Invoice
CrMemoTxt Credit Memos

And most importantly in this function NAV change the name of the PDF file

LOCAL EmailFile(AttachmentFilePath : Text[250];PostedDocNo : Code[20];SendEmaillToCustNo : Code[20];SendEmaillToCustName : Text[50];EmailDocName : Text[50]) AttachmentFileName := STRSUBSTNO(ReportAsPdfFileNameMsg,EmailDocName,PostedDocNo); WITH TempEmailItem DO BEGIN // recSMTP.GET; //"From Address" := recSMTP."EMail Address"; "Send to" := GetToAddressFromCustomer(SendEmaillToCustNo); Subject := COPYSTR( STRSUBSTNO( EmailSubjectCapTxt,SendEmaillToCustName,EmailDocName,PostedDocNo),1, MAXSTRLEN(Subject)); "Attachment File Path" := AttachmentFilePath; "Attachment Name" := AttachmentFileName; Send(FALSE); END;

If you change the AttachmentFileName then you will be able to change the fie name of the PDF file.

Hope you would get a idea.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

can u give me the example of the function in the report

thank you so much

Was this reply helpful? Yes No