How to send a report created in a report definition through mail on a weekly basis using Agents.
Hello,
How to send a report created in a report definition through mail on a weekly basis using Agents.
send a report created in a report definition through mail on a weekly basis using Agents
share the steps of how to create an activity for that and to schedule that using an agent on weekly basis, it will be a great help if can share the steps
Not able to access -- https://collaborate.pega.com/question/how-send…
***Edited by Moderator Marissa to update Platform Capability tags****
Accepted Solution
Hi,
We are using Job Scheduler and activity to send the email once in a month (PRPC version 8.3).
1. Created a job scheduler and call an activity to generate report data and send email.
In the Activity
1. Retrieve the report definition by calling activity Rule-Obj-Report-Definition.pxRetrieveReportData
2. Use Property-Set-HTML to set the excel data to a param value
HTML rule used : pzHTMLExcelExportPageTable
3. Create the attachment page and send the email . We mimicked the steps from the activity pyEmailReport [
class Data-SecurityVAUtilit] to form the attachment page and email .
Please find the below link which is accesible.
https://collaborate.pega.com/question/how-send-report-attachment-mail
Accepted Solution
Hi,
We are using Job Scheduler and activity to send the email once in a month (PRPC version 8.3).
1. Created a job scheduler and call an activity to generate report data and send email.
In the Activity
1. Retrieve the report definition by calling activity Rule-Obj-Report-Definition.pxRetrieveReportData
2. Use Property-Set-HTML to set the excel data to a param value
HTML rule used : pzHTMLExcelExportPageTable
3. Create the attachment page and send the email . We mimicked the steps from the activity pyEmailReport [
class Data-SecurityVAUtilit] to form the attachment page and email .
@
Thank you for the inputs, finally received a positive reply, could you please provide me a screenshot or doc for Activity steps it will really help me a lot.