Add an action to the workflow. In the action code call the etat function from aimp3.

This isn't an answer to your question, but we use a third party Crystal Report scheduler called Logicity to automatically send out reports.  It allows us to convert to PDF or Excel automatically.  It is simple and has worked fine for our needs. I only use the X3 workflows for email alerts like when batch tasks or imports fail.

Is this in V7?

Thanks Glen, I havent used that one, but I have used other programs like that.  It is a possibility but I really wanted to get everything to automate through the system.

Glen,

I have some reports running and emailed based on the workflow as I’ve explained. What I do is I run the report as an action on the workflows start and either export it to excel or pdf. Then in the workflow I specify in the file attachment field the path to the file I just created and the workflow emails the report.

If it needs to be scheduled and not triggered through any transaction then I can use the Recurring task management and trigger the workflow.

I agree that this is only for someone that knows a little how to code in X3 and it is not fully GUI but it does the job. You can create the code once and then just call the action with parameters.

HI Glen,

I was recently doing something simular and I'm curious about how (what format) you specified the path to your file. I ran into issues with this and ended up having to use the filpath formula and even then was limited to the file being in the root, or a subfolder in the root of the current X3 folder.  I'd also be intersted in more details on running the report as an action when the workflows start - you you set that up exaclty.  When you mention the code, are you talking about the Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK code? I'm using that as well in  my code.

Thanks,

-Mike

Hi Mike,

To set the file path, add an entry point to AIMP3 and set the FICHIER variable to your desired path. In the example below I set the path and file name and I add the soh number in the file name. Use this same logic in the workflow path.

$ACTION

   Case ACTION

       When "IMPRIME" : Gosub IMPRIME

   Endcase

Return

$IMPRIME

    If ETAT = 'MyReportName'  and DESTINATION = 4 Then

       FICHIER = "C:\tmp\" + [F:SOH]SOHNUM + "_created.xls"

   Endif

Return

Regarding the action start, in the last tab of the workflow just select an action and specify to run at start. On the bottom enter the parameters. The action is going to call etat from aimp3

The answer is yes to running the workflow from code

Thanks,

Israel

Hi All,

I have similar kind of requirement.  

Default Purchase Order Workflow is enabled. After the PO Creation ,workflow mail will trigger to users for the signature,Up to this is default functionality. Additionally  i needs to attach the PO report PDF along with that mail. 

As advised above i created a action on the PO Workflow  and call the subprogram to create the pdf on workflow start. Below is my code:

Subprog PRINTPO()

Local Integer NBPAR_MAX:NBPAR_MAX=250
Local Char TBPAR(250)(1..NBPAR_MAX)
Local Char TBVAL(250)(1..NBPAR_MAX)
Local Char RETVAL

Local Integer I(10)
Local Integer J(10)

infbox "po"+num$([M:POH0]POHNUM)

TBPAR(1)="commandedeb":TBVAL(1)=[M:POH0]POHNUM
TBPAR(2)="commandefin":TBVAL(2)=[M:POH0]POHNUM
TBPAR(3)="fournisseurdeb":TBVAL(3)=[M:POH0]BPSNUM
TBPAR(4)="fournisseurfin":TBVAL(4)=[M:POH0]BPSNUM

TBPAR(5)="sitedeb":TBVAL(5)=[M:POH0]POHFCY
TBPAR(6)="sitefin":TBVAL(6)=[M:POH0]POHFCY

TBPAR(7)="signedeb":TBVAL(7)="0"
TBPAR(8)="signefin":TBVAL(8)="5"

TBPAR(9)="datedeb":TBVAL(9)=[M:POH0]ORDDAT
TBPAR(10)="datefin":TBVAL(10)=[M:POH0]ORDDAT

TBPAR(11)="devdeb":TBVAL(11)=[M:POH1]CUR
TBPAR(12)="devfin":TBVAL(12)=[M:POH1]CUR

TBPAR(13)="avenantdeb":TBVAL(13)="0"
TBPAR(14)="avenantfin":TBVAL(14)="0"

TBPAR(15)="comsolddeb":TBVAL(15)="0"
TBPAR(16)="comsoldfin":TBVAL(16)="0"

TBPAR(17)="etatlivdeb":TBVAL(17)="0"
TBPAR(18)="etatlivfin":TBVAL(18)="0"

TBPAR(19)="etatfacdeb":TBVAL(19)="0"
TBPAR(20)="etatfacfin":TBVAL(20)="0"

TBPAR(21)="codimp":TBVAL(21)="0"

TBPAR(22)="filnam":TBVAL(22)="C:\Sage\X3V11\folders\PILOT\tmp\"+[M:POH0]POHNUM+".pdf"

Call ETAT("BONCDE2_EMAIL","FILEPDF","",0,"",TBPAR,TBVAL)From AIMP3

End

After that i created a copy of default PO report and created -  BONCDE2_EMAIL

I created a specific script ZBONCDE and call this in the specific script of the BONCDE2_EMAIL report.  below is my code.

Subprog IMPRIME(NBPAR,PARAMETRE)

Local Integer YTEMP

For YTEMP = 0 To 30

If [M:AIP]TBPAR(YTEMP) ="filnam"

FICHIER = [M:AIP]TBVAL(YTEMP)
FMTFIC = 29
infbox FICHIER

Break

Endif

Next

End

$ACTION

Case ACTION

When "FICHIER" : Gosub FICHIER From ZBONCDE
#When "IMPRIME" : Gosub IMPRIME From ZBONCDE

When Default

Endcase
Return

$FICHIER

#If GSERVEUR = 0

If dim(FICHIER)

Local Integer YTEMP

# Find the parameter named filnam, and override the report file name with this value

For YTEMP = 0 To 30

If [M:AIP]TBPAR(YTEMP) ="filnam"

FICHIER = [M:AIP]TBVAL(YTEMP)

Break

Endif

Next

#Endif

Endif

Return

But after creating the purchase order the pdf file is not getting created.

Even though if i call the same code from SPEPOH  using the following method the file is creating

$APRES_CRE

Kindly advise how to resolve this.

Thanks

Does anyone know how to use a command to have Outlook open and send the email that way??