Email groups to different email addresses
Hi,
Was just wondering whether anyone has had to send report pages to different
users via email. As an example:
A ReportBuilder report displays invoices for multiple clients. Each invoice
can go over multiple pages. Each group (invoice nbr) needs to be sent to a
different email address (as defined in client record). Email the
appropriate pages to the client. Anyone ever had this requirement, and how
might you have achieved this (using ReportBuilder - and associated tools if
necessary).
Thanks
Alex
Was just wondering whether anyone has had to send report pages to different
users via email. As an example:
A ReportBuilder report displays invoices for multiple clients. Each invoice
can go over multiple pages. Each group (invoice nbr) needs to be sent to a
different email address (as defined in client record). Email the
appropriate pages to the client. Anyone ever had this requirement, and how
might you have achieved this (using ReportBuilder - and associated tools if
necessary).
Thanks
Alex
This discussion has been closed.
Comments
Unfortunately there is not a way to export each group as a single report as
you need only using one report object. You might try dynamically creating a
separate report for each group in your original, exporting it to file, then
sending each file automatically using one large loop. Though we have never
tried this, the following steps would be a good start.
1. Dynamically create a query that returns a given invoice.
2. Load a generic template and connect it to the datasource.
3. Export the single invoice and email it.
4. Adjust the original query so the next invoice info is returned.
5. Repeat 2 - 5.
--
Regards,
Nico Cizik
Digital Metaphors
http://www.digital-metaphors.com
Nico Cizik
Digital Metaphors
http://www.digital-metaphors.com
Thanks for your idea but this sounds like a very slow way of handling this
situation (maybe Im wrong). Would using one of the printing add-ons help,
maybe processing the report and PDFing one page at a time and emailing that
way work? I might ask on third-party and see if anyone has successfully
done this before.
Thanks
Alex
Sorry, I was under the impression that a group could be larger than one
page. If you can keep one pager per group, you can easily export each page
to a separate file (such as PDF) then send each one separately from disk.
Take a look at the following example of creating a new PDF file for each
page (using RB 9.02).
http://www.digital-metaphors.com/tips/SendEachPageAsNewPDFFile.zip
--
Regards,
Nico Cizik
Digital Metaphors
http://www.digital-metaphors.com
Nico Cizik
Digital Metaphors
http://www.digital-metaphors.com