Send a report as ane-mail atachment (pdf)

[Larry Ternowski]

When I send a report as an email pdf attachment I do not get the option to rename the report. The reports always default to an A5 naming convention. As a result every report that I send to every email address/customer has the same name and this is a bit on the confusing side for the customer as when they save the report, it can overite the previous report. It would be nice if I could change the pdf report name to match the email subject line.
Is there something that I am missing?

Larry

[CALocklin]

Re: Send a report as ane-mail atachment (pdf)

Not really BUT if you're willing to spend some development time you could ....

- allow the user to preview the report for the sole purpose of verifying what's in it before deciding whether or not to e-mail it.
- after closing the preview, ask whether or not to send the e-mail then, assuming the answer is 'yes', save the report as whatever name you have chosen and open a new e-mail letter with it attached.

Here's a code snippet from one of my scripts that should get you going. Of course, you will have to modifiy the table pointers and set the variables as needed to match your own situation.

DIM datapath as C
IF a5.Get_Master_Path() = ""
 datapath = a5.Get_Path() + chr(92)
ELSE
 datapath = a5.Get_Master_Path() + chr(92)
END IF
report.preview( rpt_name, filter, order )
msg = "Is this report OK to send to " + tp.custnamef + "?" 
mresp = ui_msg_box( "OK TO SEND?", msg, 32 + ui_yes_no )
IF mresp = ui_yes_selected
   pdf_filename = datapath + "Reports\Post_Activity_" + cdate( date() ) + ".pdf"
   report.saveas( rpt_name, "PDF", filter, order, pdf_filename )
   xbasic_wait_for_idle()
   email_client( em_addr, subj_text, body_text, pdf_filename, "", "", .T. )
END IF

I don't know if the xbasic_wait_for_idle() is needed anymore. This script was originally created in an earlier version.

Other comments:
1. I use a standard naming convention in that script. You could also prompt the user for a name if you so desired.
2. Note that "em_addr" is the e-mail address you want to send this to. Although it's not included in the script above, I simply pull that from the current client record so I don't have to look it up and type it in manually.

[G Gabriel]

Re: Send a report as ane-mail atachment (pdf)

When I send a report as an email pdf attachment I do not get the option to rename the report

It would be nice if I could change the pdf report name to match the email subject line.

I am assuming the sequence you follow is to preview the report then send by email. When you do that, alpha creates the report, saves it in the temp files and then email it. Hence the rigid names.

Alternatively, save your report (or archive it) to whichever name you want, then email it.

You could do that with xbasic as well.

[Richard Froncek]

Re: Send a report as ane-mail atachment (pdf)

Larry
Excerpts of the code I use: Unique name is generated.
'
Dim Holdplnt as C
Dim HoldPO as C
Dim Kind as C '"IO" for type of report
'
DIM ps as P ' for emailing
DIM pm as P ' "
Dim fn as C ' "
' ' getting "correct" customer
If i = 1
HoldPO = alltrim(tordmain.Po_cust)
end if
'
Holdplnt = alltrim(tordmain.Plant_code)
'
emailaddr = tplants.E_mail_address ' get e-mail address
ui_msg_box("Email sending to",emailaddr)
tplants.close()
hourglass_cursor(.F.)
If alltrim(emailaddr) = ""
ui_msg_box("Plant does not have an E-mail address"," ")
goto rptonly
end if
message = ui_get_text("Message","Message?","See Initial Order Attached.", message)
'
:Report.Preview("InitialOrder") ' preview report
' ' send pdf e-mail is selected from above report
'===================================
Nomen = Kind + Holdplnt + HoldPO ' generates unique reference code
fn = :Report.SAVEAS("InitialOrder","PDF","","","C:\A5Email\\"+Nomen,.F.)
filename = fn
ui_msg_box("Filename", Nomen)
'===================================
Nomen = Nomen + ".pdf" 'add the extension here
'
pm.from = " " ' your e-mail address goes here
pm.to = emailaddr
pm.cc = ""
pm.bcc = ""
pm.subject = "Initial Order" 'your subject
pm.attachments = "c:\A5Email\\" + Nomen
pm.message = message
' send message
open_result = email_smtp_open(ps, "smtp.west.cox.net")
if open_result then
' msgbox("","smtp opened connection OK")
send_result = email_smtp_send(pm, ps)
if send_result then
' msgbox("","smtp send OK")
else
msgbox("","smtp send failed")
Email_smtp_close(ps)
goto closing
end if
else
msgbox("","smtp failed to open connection")
end if
'
if open_result then
close_result = Email_smtp_close(ps)
if close_result then
' msgbox("","smtp closed connection")
else
msgbox("","smtp close connection failed")
end if
end if
'
'log message ' a record of the transmitted email is saved
'