How to generate a report inside the process

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    Scott Bennett

    I did something similar but configured my server to support file services. Essentially turning the physical directory path into a url. When displayed on the form the user can just click the link and view it online or print it.. Works well in my case.

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    Ron Hall

    Another option is this:  Instead of requiring the user to leave AgilePoint and go to SharePoint, just add the document URL in SharePoint to the incoming email you are sending the user.  This way they can get the email, click the link to view and print the document, then proceed to their task.  In fact, your email can have two links, the link to the document and the link to their task.

    Note: on the 5th screen of the Word dialog, the Target Repository Configuration, the box at the bottom labeled Store the Response ID in this Variable is where you place a Process Field variable.  It will then contain the SharePoint document ID.  You can then use a CAML Query to get the Encoded Absolute URL of the file.  Use this as the document link in your email.

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