Question
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!
Hi,
Below post is similar to your post.
Hi Diane,
You can look into the Report scheduler. There is one button "Run immediately" which sends the report as excel file. Please refer to the below PDN articles for details procedure :
1) https://community1.pega.com/community/product-support/question/need-know-what-activity-used-report-browser-send-email-excel
2) https://community1.pega.com/community/product-support/question/need-generate-excel-file-report-definition-and-save-shared
3) https://community1.pega.com/community/pega-product-support/question/how-send-report-definition-email-attachment