Defining the Run Report workflow step

The CRM Workflow Run Report step can be added and defined on the CRM Workflow Designer tab. You can also attach this report to an email. You can specify the email content format on the Template tab and add email recipients on the Recipients tab. Recipients can be specific email addresses or use you can use the @ character to specify Infor CRM SLX contacts, leads, users, teams, departments or an entity user value. For example, the account manager entity value.

To define a Run Report component:

  1. Select Integration > Integrations on the navigation bar. The Integrations list page is displayed.
  2. Click CRM Workflow. The Integration detail page is displayed.
  3. Click a Workflow Name on the Workflows tab. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition detail view
  4. Click the Workflow Designer tab.
    Note: To add a Run Report step, click the Add icon on the step that precedes the Run Report step. The Insert New Workflow Step window is displayed. Select Run Report. The Run Report step is added to the default workflow on the Workflow Designer tab.
  5. Click the Settings icon in the Run Report step. The Run Report window is displayed.
  6. Specify this information on the General tab:
    Caption
    The label for the Run Report step.
    Delay Duration
    The number of Days, Hours or Minutes by which the Run Report step must be delayed after the previous step.
    Delay Increment
    The duration by which the Run Report step is delayed after the previous step. Possible values:
    • Days
    • Hours
    • Minutes
    Edit Condition
    The condition that must be met before the Run Report step is initiated. See Defining CRM Workflow step conditions.
  7. Specify this information on the Report Options tab:
    Report
    The report to be run. You can search and select the required report, using the Find option.
    Attach report to email and send
    Select the check box to attach the report and send an email.
    Select Records
    The records to be included in the report. Possible options:
    • CRM Workflow Entity: This option enables you to skip the Select Records step in the Report Scheduling Wizard that opens after clicking Configure Report.
      Note: This option is enabled only if the selected report is related to the workflow entity.
    • Specific conditions: This option enables you to set conditions in the Select Records step when the Report Scheduling Wizard is opened after clicking Configure Report.
      Note: If the selected report is not related to the workflow entity, this option is selected and cannot be reset.
  8. Click Configure Report to access the Report Scheduling Wizard. You must configure the report before you can save a Run Report step. See Using the Report Scheduling wizard for more information.
    Note: In case the Specific Condition option is selected, the Select Records window is displayed wherein you can specify the required conditions and click Next, to access the Export Option window.
  9. Click Finish.
  10. Specify this information on the Template tab.
    Subject
    The text that must be displayed in the email subject. Use the @mention user interface to include dynamic CRM content in the subject content.
    Note:  The @ character is not displayed if the @ character is preceded by an alpha or numeric character without a space. Examples:
    • Typing name@ does not display the @ character.
    • Typing name@ displays the @ character.
    Email Body
    The text that must be displayed in the email body. Use the @mention user interface to include dynamic CRM content in the email body.
    Note:  The @ character is not displayed if the @ character is preceded by an alpha or numeric character without a space. Examples:
    • Typing name@ does not display the @ character.
    • Typing name@ displays the @ character.

    Format the text content of the email template. Possible values:

    • Bold, italic, or underlined content
    • Numbered or bulleted lists
    • Multiple font sizes supporting heading levels of 1 through 6, along with the normal paragraph font size
    • Font color and background color selections
    • Standard browser fonts of Sans Serif and Serif
    • Left, right, and center text alignment
      Note: You can use the Tx icon to clear all formatting from the selected text.
    Note: 
    • The Template tab is available only if the Attach report to email and send check box is selected on the Report Options tab.
  11. Specify the email recipient related data on the Recipients tab:
    1. Specify (in the To, CC, or Bcc fields) one or more email addresses or use the @mention user interface to include CRM contacts, leads, users, teams of users, or departments of users in the email distribution list. Possible scenarios:
      • Adding a Contact: Enter @Email and select the Email token for the contact or contact related property. For example, in for a sales order workflow, select BillingContact.Email.
      • Adding a Lead: Enter @Email to send to a lead for a lead workflow.
      • Adding a User: Enter @ followed by a user field. For example, AccountManager or Owner.
      • Adding a Team: Enter @ followed by the name of the team to send the email to all users on the team. For example, @Global
      • Adding a Department: Enter @ followed by the name of the department to send the email to all users on in the department. For example @Marketing
      Note: 
      • Multiple addresses must be separated by semicolons.
      • Properties and the related entity email properties are available displayed only if the Expose to Workflow field or property attribute is set to True. For example, for the Return.Returned By field to be available, the Return.ReturnedBy relationship to the Expose to Workflow Contact entity attribute must be set to True.
      • For custom email properties the data Type property or field must be set to Email. All standard email properties have a type of Email.
    2. Press Enter or click out of the field to add the entries to the distribution list.
    3. Use the check boxes in each grid row to determine if the intended recipient of a user or owner field token is the user, user’s manager, or both. If the token field is a user or owner field, and you clear all of the check boxes, then there will be no recipients for that token.
      Note: These check boxes are editable only for user or owner field tokens. If the owner of a record is a team or department, the Send to user’s manager selection is not considered since departments and teams do not have a manager. Possible scenarios:
      • Sending an email to the user: Select the Send to check box and clear the Send to user's manager check box.
      • Sending to an email to the user’s manager: Clear the Send to check box and select the Send to user's manager check box.
      • Sending the email to user and the user’s manager: Select the Send to check box and select the Send to user's manager check box.
    4. Click Remove, to remove an item from the grid.
    5. Click the Maximize or Minimize arrow to display or hide a grid.
  12. Click OK to save the Run Report step.
    Note: 
    • Create and define the next step if the run report step is completed:
      • Click the Add icon in the Run Report step.
      • Click Complete in the Select a result window.
      • Select the required step action to update.
      • Click the Settings option to define the step.
    • Create and define next step if the run report step results in an error:
      • Click the Add icon in the Run Report step.
      • Click Error in the Select a result window.
      • Select the step action to update.
      • Click the Settings option to define the step.