| **
I have set up several automated reports that are generated
from ARS on a nightly and/or weekly basis, using a series of (disconnected)
escalations. The general process is as follows:
Escalation 1: Using a Run Process command, creates
a csv export using a server-side macro (via runmacro.exe) that exports
to a CSV, or using a command-line call to a DTS package in MS-SQL
that creates a CSV or XLS file.
Escalation 2: Uses the "PERFORM-ACTION-ADD-ATTACHMENT"
command in a Run Process to attach the file (stored on the server file system)
to an attachment field in a Remedy form.
Escalation 3: Uses a Notify action to send an e-mail
notification including the attachment field.
I space the escalations about 15 minutes apart just to be
certain of the workflow order in the Run Process actions. This isn't
exactly the process that Carey described from the Email docs, but it seems to
work very well in any case.
HTH,
Thomas
----- Original Message -----
Newsgroups:
gmane.comp.crm.arsystem.general
Sent: Friday, August 18, 2006 09:23
Subject: Re: automatically generate email
with report included
Dan,
I would think that when a report would be useful to
many people that
you approach might be the better path. But if the report
is a list of
tickets that the individual needs to do something with.... or
a list
of tasks that they need to complete today... or a report of updates
to
records they own that were made by users other than
themselves...
etc... then publishing the content at some URL and trying to
deal with
the security involved would likely be problematic at
best.
But for what it is worth, the Email might have Mid-Tier URL's to
the
tickets, tasks, records of interest too. :)
However,
the question still stands...
Has anyone ever used the Email Engine to
send an outbound email with
content based on a Search? ( Like the docs
suggest can be done)
P.S. If the v6 mid-Tier had real reporting
features then maybe just a
count and a link to a Mid-Tier form so the user
can push the button to
get the report would be fine too.
P.S.S. V7
Mid-Tier appears to have closed (most/all of?) the gap for
Web based Remedy
reports, but those are "simple" formats too. If you
want something like
"Crystal Reports" then there are other headaches
too. So I am just
shooting for HTML table'ish formats maybe with
links embedded. :) I know I
must be asking for to much.
--
Carey Matthew Black
Remedy
Skilled Professional (RSP)
ARS = Action Request
System(Remedy)
Solution = People + Process + Tools
Fast, Accurate,
Cheap.... Pick two.
Never ascribe to malice, that which can be explained by
incompetence.
On 8/18/06, [EMAIL PROTECTED] <[EMAIL PROTECTED]>
wrote:
> My first question is: is this the right
solution?
>
> Would generating the report, putting it somewhere it
can be retrieved
> and emailing the location/URL or ARSystem
entry/attachment be better?
>
>
> Unless you know for sure
it is a small report, and/or zip it,
> a simple notification of where it
is seems prudent.
>
>
> ... Daniel
>
>
>
-----Original Message-----
> From: Action Request System discussion
list(ARSList)
> [mailto:[EMAIL PROTECTED] Behalf Of Carey Matthew
Black
> Sent: August 18, 2006 09:24
> To: [email protected]
> Subject: Re:
automatically generate email with report included
>
>
>
Angelo,
>
> I think it absolutely should be possible. I however
have never found
> the special handshake that would make it work. So let
me quote a few
> things from the Email docs (EmailEngine-630.pdf) and
see if anyone can
> help us get this to actually work.
:)
>
> Ref: "Chapter 4—Outgoing email" page 120:
>
"
> You can use the Field Values field or the Qualification field
with
> form to retrieve required data and substitute it in the
email.
> "
>
> So it sound like there is a way to create a
record in the "AR System
> Email Messages" form that would let you Query
for data and build the
> "Field Values" for the outgoing email. (Which
could be created by an
> escalation to be sent at the "right
time".)
>
> "Figure 4-24" even shows a screenshot of how this
should work, but it
> does not work for me.
>
> My guess is
that my template is missing something. But I have yet to
> decode the
secret handshake.
>
> Has anyone ever got this feature to
work?
> Any examples (preferably be based on the User or Group forms)
that you
> could share?
>
> --
> Carey Matthew
Black
> Remedy Skilled Professional (RSP)
> ARS = Action Request
System(Remedy)
>
> Solution = People + Process + Tools
>
Fast, Accurate, Cheap.... Pick two.
> Never ascribe to malice, that
which can be explained by
incompetence.
>
>
>
>
>
> On 8/17/06,
Angelo Santos <[EMAIL PROTECTED]>
wrote:
> > **
> > Hi Guys,
> >
> > Has
anyone got an idea if it's possible for Remedy to send a report
> >
automatically via email?
> >
> > One of our users has
requested a task status report be sent daily thru
> > email. Is there
a procedure to do this?
> >
> > Any help would be
appreciated.
> >
> > Thanks!
>
>
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