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DianeT67 Member since 2017 5 posts
Accenture
Posted: September 10, 2018
Last activity: September 11, 2018
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How to attach generated excel from Report Definition and send as Correspondence Email in an activity

Hi,

I have a requirement to generate a report definition and export it as an excel file which would be attached to a correspondence email.

For the first requirement, I have used Property-Set > Call pxRetrieveReportData > Call pzRDExportWrapper.

This would extract the RD and export it as excel format, but there is a "save as" dialog box as prompt to the user where to save the file. Since I don't need the file to be saved locally in a desktop, how do I save it as an attachment instead?

Next step is I have used Call SendSimpleEmail and inputted the CorrName. I noticed that there are parameters for Attachment. I would like to know how to connect/integrate the generated excel file from pzRDExportWrapper and pass it to the Email parameters as attachment?

Any help is appreciated. Thank you!

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