This is for Syteline Cloud MT.
Has anyone been able to add their own report to the customer document profile (potentially so that the report can be emailed to the customer)? In the end we're wanting to email an open order report to select customers on a regular basis.
Steps I've taken:
- Create a new report
- Add a background task definition
- Added my new report to the list in the customer document profile "Task Name" dropdown via editing the form and adding it to the list (for those wondering, yes, it's an "inline" list for some reason 🙄)
- My task name matches the name of my task definition and my task definition references my report.
- I've copied and modified the "Customer Open Records Report" form to have it run my new report (I know it doesn't have a "use profile" flag so I'll need to add that logic.
- I can use the modified form and display my report in .pdf format so I know all of the above is working (at least somewhat)
I know I need to call a procedure to read SLDocProfileCustomers. Where I'm stuck is what, exactly kicks off the email? I think KB3526384 - Events and Process Flow for feature CSIB_73389: Using Customer/Vendor Document Profile to send customizable messages" might apply but it seems to focus more on IDM workflows than sending an email (unless that's the missing piece). My background task was copied from another task that sends emails via a customer document profile, and it does call TaskOnPerform and TaskPostPerform.
I think I'm pretty close, I just need a little nudge in the right direction. Any help is appreciated.
