How to email a report directly from grid

[jrmplus]

I need to email a report using onclick action of a button on a grid. I have designed the report - do I just add it as an attachment in the 'send email' settings?
What is the correct syntax for this? Do I need to write an xbasic function to do this?
I'm trying to incorporate this into an application for a mobile device, so previewing it and/or saving it and sending as an attachment isn't really suitable.
The report would also need to only include the records having the id in the grid row... although as yet, I haven't been able to get the report to send at all...

Thanks

Jonathan

[-Jinx-]

Re: How to email a report directly from grid

Hi Jonathan,
Make sure your report that you want to use for this works properly with a button all by itself first. Also make sure you can make a button just to send an email with nothing attached. If both work, I can help you get this working when I get in front of my dev computer. I just worked on this myself with some help from another alpha user. It involves a very small xbasic function you need to write and an extra blank field pulled in with your query.

[jrmplus]

Re: How to email a report directly from grid

Hi Jonathan,
Make sure your report that you want to use for this works properly with a button all by itself first. Also make sure you can make a button just to send an email with nothing attached. If both work, I can help you get this working when I get in front of my dev computer. I just worked on this myself with some help from another alpha user. It involves a very small xbasic function you need to write and an extra blank field pulled in with your query.

I have inserted 2 buttons on the grid - 1 which sends a very simple test email and the other which opens/previews the (filtered) report I need.

Both operations work fine...its now the function to just email this report directly that I need.

Thanks

[GGandhi]

Re: How to email a report directly from grid

hello

yes, you need to write ajax callback function and define all the parameters and use email_send function.
if you need copy of my function declaration etc., i can attach it.

[-Jinx-]

Re: How to email a report directly from grid

OK,
In your query pull in an extra blank field...something like: '' AS reportfilename.
Put that blank field in your grid.
Go into your report button's (your new email button's) onClickEvent and edit your "Open a Report, Label or Letter layout" action
Change the Target to "Xbasic"
Under Xbasic function let's just put in "ReportForEmail"
In DIV Id for progress messages just put in div1 or whatever and then stick "<div id = "div1"></div>" into a freeform edit region...this will show the "working message"
Now go to your xbasic functions area and put in the code:

function ReportForEmail as c (e as p)

dim reportName as C
dim ajaxResponse as C                
                session.fileName=e.reportFilename
                ajaxResponse="{grid.object}.setValue('D','REPORTFILENAME','"+js_escape(session.fileName)+"');"
                reportForEmail=ajaxResponse
end function

You will see I have 'D' as I'm doing this from the detail view and you will also see my blank field in there where I'm going to stick the filename for my report.

Next go to that blank field you brought in and edit it's onChangeEvent.
Add a new action and pick "Send Email"
Put all the normal stuff in there and then under "Attachments" stick in: {session.fileName} Which is the filename made in the xbasic function.

I'm sure there are other ways to do this but this seemed most simple to me at the time. Also, you now have that filename availlable in your grid field if you need it for something else. You can hide that grid field after you're sure everything is working right.

Hope this helps!

[datacrunch]

Re: How to email a report directly from grid

Hello,

Tried to follow this but I'm getting an error. Didn't but the Div tag don't see where to put this. I have a table that I added the ReportFileName field too and added it to the grid. Any help is appreciated.

Thanks



If I leave the default function in I get this error.
Fatal Error: Could not compile Xbasic: 'serverside_1cc269174af8472aa4bae2464f47021c'.

If I comment out the function serverside_1cc269174af8472aa4bae2464f47021c as c (e as p) I get this.
Error executing Ajax callback function 'serverside_1cc269174af8472aa4bae2464f47021c'. Error reported was: Function: 'serverside_1cc269174af8472aa4bae2464f47021c' was not recognized

[GGandhi]

Re: How to email a report directly from grid

Fatal Error: Could not compile Xbasic: 'serverside_1cc269174af8472aa4bae2464f47021c'.

i do not know how you got this.
create a report the way you want it first.
then add a button in the grid that calls ajax callback function name that function something like send_email and ask alpha to create function prototype for you.
then open the xbasic function on the left hand side and write your code in that prototype to send email.
the e object will have all the necessary data available for you to use in your function
attach the report as email attachment.
you are set to go

[datacrunch]

Re: How to email a report directly from grid

Hi Thanks

Just realized I put it in the wrong place.

Thanks for your speedy response.

[datacrunch]

Re: How to email a report directly from grid

Got it working thanks.

[CharlesParker]

Re: How to email a report directly from grid

OK,
In your query pull in an extra blank field...something like: '' AS reportfilename.
Put that blank field in your grid.

So I create a field in my table, named "reportfilename" refreshed my grid and inserted the field into my grid. I changed the onchange event and the div1 fires showing the working message.


Still not working for me though. I can send an email and I can print the report, I just can't send the report as an email.
Not sure what to do...any advice on setup here would be mucho appreciated

[-Jinx-]

Re: How to email a report directly from grid

So I create a field in my table, named "reportfilename" refreshed my grid and inserted the field into my grid. I changed the onchange event and the div1 fires showing the working message.


Still not working for me though. I can send an email and I can print the report, I just can't send the report as an email.
Not sure what to do...any advice on setup here would be mucho appreciated

OK,

So, you've created a button that has action javascript to "Open a Report, Label or Letter Layout". Inside that action, under "Target Window. DIV. Tabbed UI Pane or Panel" you should have set the target to "Xbasic" and the Xbasic function to your function; in my case, "reportForEmail". Then the DIV ID for progress messages is set to div1.

My Xbasic function then, looks something like this:

function reportForEmail as c (e as p)

dim reportName as C
dim ajaxResponse as C          
                session.fileName=e.reportFilename
                ajaxResponse="{grid.object}.setValue('D','REPORTFILENAME','"+js_escape(session.fileName)+"');"
                reportForEmail=ajaxResponse
end function

You can see that in the code, I send back the javascript to set my 'ReportFileName' field's value to the file name of the report created by the xBasic function. My 'ReportFileName' field happens to be in the detail view, hence the 'D'.

In my 'ReportFileName' field, I have the "Send Email" action javascript in the OnChange event, so when my Xbasic above sends back the javascript and sets the value, the OnChange event fires and sends the email.

Inside my "send email" action javascript I have "Attachments" set to {session.fileName} which is the file created by the "Open a Report, Label or Letter Layout" action.



I'm sure you just must be missing one of these steps above. Most likely the last one. Hopefully this get's you on the right track. On another note, there may be a better way to do this at this time. There are definitely easier ways if you just use custom code throughout. However, this was the easiest way I could find using an absolute minimum of custom code at the time.

[CharlesParker]

Re: How to email a report directly from grid

How does alpha know what e.reportfilename is?
should it be e.lt_freeforminvoice1@alpha5_123.alb ? also if that is the case I am also using a SQL filter in the report print genie so I am not sure how that works into the equation.
To me it seems like the report itself should have all of the sql filtering done prior to calling it


I am certain the on change event fires as the correct div pops up saying working...

[-Jinx-]

Re: How to email a report directly from grid

How does alpha know what e.reportfilename is?
should it be e.lt_freeforminvoice1@alpha5_123.alb ? also if that is the case I am also using a SQL filter in the report print genie so I am not sure how that works into the equation.
To me it seems like the report itself should have all of the sql filtering done prior to calling it


I am certain the on change event fires as the correct div pops up saying working...

Because e.reportfilename is part of the e object created by alpha.

Put a debug(1) in your Xbasic function code and you'll see it.
de.png

I'm using a sql filter in the report as well.

rpt.png

[CharlesParker]

Re: How to email a report directly from grid

hmm, now I am really stumped and will go back over the process again. I cannot see where I am doing something different than you. I do have the latest build. Are you working in 11?

[-Jinx-]

Re: How to email a report directly from grid

I'm on 2399_4531 of Alpha Anywhere. I haven't had a chance to upgrade to 2446_4365 as of yet.