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   | 
            
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.