Workflow functions

Workflow Description
DocAddAttach Attaches a report to a formula or item. (not applicable for use with Infor Document Management integration).

Client Commands

Client Command Description
ShellAPI

Launches the Web Report in either a hosted browser or Internet Explorer.

If you have a separate application pool for Web Reports, you need to add the port number here. This number must match the port number in the File Location for WEB REPORTS URL.

StartWorkflow Launches a workflow for a report from a custom button or menu.
SaveReportToIDM Use this function to generate and save a report document in IDM for any Optiva symbol in place of DocAddAttach. This function does not launch the report to the user.

Parameters for report output

Report output is specified in the ShellAPI function as part of the Report Engine. Use parameters (p1 -p5) to specify the necessary parts for the report.