SaveReportToIDM

Purpose

Use this function to generate and save a report document in IDM for any Optiva symbol.

Syntax

Dim variable As Boolean = SaveReportToIDM(reportUrl, jobFileName, 
objectSymbol, reportType, reportPath, outputFilePath, debugMode, 
IDMdocCode, fileName, IDMattributes)

Arguments


Parameter	Description
`reportUrl`	Optiva WebReport Url. For example: http://<machine_name>/FsWebReports/Launch.aspx The `machine_name` is the web server that is hosting WebReports.
`jobFileName`	The path and the XML file that contains the data to report.
`objectSymbol`	Optiva object symbol. For example, Formula or Item.
`reportType`	Either PDF for Adobe Acrobat, Excel, MS Word or HTML.
`reportPath`	Crystal Reports template; the path and file name of the Crystal Reports RPT file to use.
`outputFilePath`	The path and file name to which the report file will copy from a temporary report path.
`debugMode`	To write a trace log. If `“TRACE”` is provided, a log file will be created. For example, `“TRACE”` or empty string.
`IDMDocCode`	An IDM Doc Code to which the report will be attached.
`fileName`	Name of the report file for the `File_Name` IDM attribute. If an empty string is provided, the temporary report file name that is generated will be set to the `“File_Name”` IDM attribute.
`IDMattributes`	All required attributes (i.e., `OPTIVA_SYMBOL`, `OPTIVA_SYMBOL_ID`, `OPTIVA_DOC_TITLE`) and any additional attributes like `expiry_date` for an IDM doc type.

Example

This example saves the report file in IDM for a formula object symbol.


Option Strict Off
Imports System
Imports System.Collections.Generic
Imports System.Diagnostics
Imports DocICP = Infor.DocumentManagement.ICP

Class ActionScript
 Inherits FcProcFuncSetEventWF


 Function wf_start() As Long

 Dim reportURL As String = ""
 Dim jobfileName As String = ""
 Dim objectSymbol As String = ""
 Dim reporttype As String = ""
 Dim docfilepath As String = ""
 Dim IDMdocCode As String
 Dim fileName As String
 Dim reportPath As String 
 dim outputFilePath as String 
 dim debugMode as string
 Dim IDMattributes As Dictionary(Of String, Object)

 Try
                                                
 reportURL = "http://localhost/FsWebReports/launch.aspx"  
 jobFileName = "\\SERVERNAME\FsWebReports\Source\ReportTemplate.xml"  
 objectSymbol = "FORMULA"    
 reporttype ="pdf"  
 reportPath = "\\SERVERNAME\FsWebReports\Source\FsCRMSDS01.rpt"   
 filename = "Formula_Detail_RPT." & reporttype 
 outputFilePath = ""
 debugMode  = "TRACE"  
 IDMdocCode = "Report_Attach_Test" 
                                               
' IDM Attributes 
 IDMattributes = New Dictionary(Of String, Object)
 IDMattributes .Add("OPTIVA_SYMBOL", objectSymbol)
 IDMattributes .Add("OPTIVA_SYMBOL_ID", "01010")
 IDMattributes .Add("OPTIVA_SYMBOL_VERSION", "0001")
 IDMattributes .Add("OPTIVA_DOC_TITLE", "A Test-" & DateTime.Now.toString().Trim())

 Me.SaveReportToIDM(reportUrl, jobFileName, objectSymbol, reporttype, 
 reportPath, outputFilePath, debugMode, IDMdocCode, fileName, IDMattributes)

 Catch ex As exception
 Messagelist("error :" & ex.Message)
 End Try
 Return 111

 End Function


End Class