Original Goal:
Our team previously built a button that ran a TI process to generate a PAx report for users as an export. We plan to deprecate this functionality since we’re moving to Apliqo reports with flexible/dynamic columns.
New Approach:
Dynamic columns (via MDX) allow columns to expand or collapse depending on the report type the user selects. With the TI process button being deprecated, we’d like to instead leverage the Export button, specifically with the following Excel formats:
Excel with Filter Values
DBRW Slice
Excel (Load Format)
Excel (Unformatted)
Question: @CubeWise — Is there a way to configure backend email protocols so that we can use the Export button to automatically distribute a report via email?
Basically no. The export button is going to download the file to the user’s browser session.
Apliqo UX also has a report scheduler functionality which does have email functionality. This is some additional configuration as you will need to configure user credentials for smtp gateway to send the mails and also store in encrypted format on the server user credentials to use when running the scheduled report batch (which would typically be a admin user.)
The report scheduler functionality is much improved in the new react version of UX.
Some follow up questions on the report scheduler:
• Are limited to pre-defined schedules or can we run this ad hoc?
• Does it support ad hoc recipient selection or only a predefined distribution list?
In the current Angular based product there are only pre-defined schedules. There is a feature request for the new UX (React based product) to also support a run on demand.
Given there is no ad hoc running in the current product the recipient list must be pre-defined. For the new version presumably if run on demand will be supported then there will also be a ability to enter the recipient(s) also at runtime.