Thomas and Bill, I hear you. You can take that approach, but ...
The macro has to login to get the data. That means there is an account/password out there somewhere and that is generally a bad thing from a security perspective. Also the account that is used may actually report data that the user does not have direct access to. (Which can be confusing or helpful depending on the conditions.) And the data sent may or may not be "Public" and "ok" to be sent in unsecured email. While that could work I could also so this type of thing with an API program that I call and let it send the email too. What I think we all could use is better examples of the tool that we all have should work. The docs lead me to think that the Email engine will use the "ARS Servers" access/logic to the fields that are referenced in the Content Template. (per the normal notification logic) But I must admit, that is an assumption as I can not find any docs that describe what fields are returned form the Query when done via the "Advanced" options on the "ARS Email Messages" form too. -- 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, Thomas Bean <[EMAIL PROTECTED]> wrote:
** 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 ----- From: Carey Matthew Black 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! > > ____________________________________________________________________________ > ___ > UNSUBSCRIBE or access ARSlist Archives at http://www.wwrug.org > > _______________________________________________________________________________ > UNSUBSCRIBE or access ARSlist Archives at http://www.wwrug.org > __20060125_______________________This posting was submitted with HTML in it___
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