Publishing Web Reports to Infor Document Management

When using WebReports to generate the report only, the standard methodology, using ShellAPI() and four parameters of inputs will work regardless of whether PLM Process attachments or Infor Document Management (IDM) is in use. However, to publish (attach) reports to IDM, a different approach is required:

• Instead of ShellAPI(), the standard function SaveReporttoIDM() is used. See the Infor PLM for Process Scripting Guide for more information on this function. This generates the report and saves it to the selected Function Code / IDM Document Type. It does not however present the report to the user.
• To present the report, you can still call ShellAPI with 4 parameters as normal, but this is not recommended if the report is large, due to the time to generate the report twice. Alternately, use scripting functions to open the document from IDM. The standard library FSLIBIDMHELPER has functions to get you started. If you are using an Implementation Accelerator or Base database (installed with v12.14 or later), a script library IDM_EPPLUS has functions ready to use for this purpose. Please contact support if you have upgraded from older versions and would like a copy of this library.