How to generate a report inside the process

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Randy Crundwell

• 2017年11月15日 13:39

I have a new workflow for the request and tracking of a manual shipment.   As part of this process, I need to generate a packing slip for the user to include with the package.

I tried the Word Document Activity, and that gave me the content I need, but the only thing I could see to do with it to get it to the user was to generate it as a pdf and send it to a SharePoint doc library.   That means the user has to leave AgilePoint and go find it, then print it, then come back to AgilePoint.  Not optimal.

I tried adding the print action and just using the eForm, which has the data but is not really a packing slip, and is too small and hard to read.

How do I generate a report that the user can print directly from inside AgilePoint?

 

thanks

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  Scott Bennett

  • 2017年11月15日 14:38

  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

  • 2017年12月19日 08:41

  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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