Scheduled Email Delivery of Report Books in Version 12

Vikas Sharma (External)

Hi everyone,

Has anyone implemented scheduled email delivery for Report Books in the latest cloud release (version 12)?

The customer is currently using this functionality in version 11, but it seems the approach has changed in version 12. I’m looking to understand how this is handled now and whether there are any recommended best practices.

I’d prefer not to reinvent the wheel if someone has already configured this successfully. Any insights, guidance, or examples would be greatly appreciated.

Thanks in advance!

petermayall

Hi Vikas,

Essentially you now do everything in Application Engine and schedule the Application Engine routine via ION Workflows.

This shows the general outline.

https://community.infor.com/discussion/32949/depm-763-exporting-report-books-using-application-engine-processes

Email the report book along the lines of:

// Export the modified report book

BookExportResult reportBook = ExportReportBook("Planning", "ReportBook1", BookExportOutputType.Pdf, profile);


// Email the report book

bool mailResult = false;

MailServer mailserver = MailerDefineCloudServer();

string filename = reportBook.GetFileName();

if (filename == "") {

    NotifyDebug("Report book output not found.");

} else {

    BinaryData binaryData = reportBook.GetBinaryData();

    VariantDictionary attachment = CreateVariantDictionary();

    attachment[filename] = binaryData;

    mailResult = MailerSendMail(mailserver, sender, receiver, subject, content, attachment);

    BinaryDataRelease(binaryData);

}