Defining report options

To define options for specific users and specific reports, use this procedure:

  1. Open the Report Options form.
  2. Initiate a new record, or select the report to edit.
  3. Provide this information:
    User
    Specify the user ID to which these report options are to apply.

    This field defaults to your user ID, but you can change it.

    Task Name
    Specify the name of the report to which these options are to apply.
    Output Format
    Select the format to use for report outputs.

    If you select the Printer or Cloud Print output format, the Printer Name field is enabled.

    Note: This option overrides the format specified in the Intranets form.
    Printer Name
    Specify the name of the printer to use when the designated user submits the specified report.
    Note: In an on-premises environment, this printer must be defined as a network printer and must be configured on the server where TaskMan is installed. Also, the user ID set up as the owner of the TaskMan service must have print privileges for each printer defined here.
    For a Multi-Tenant Cloud (MTC) environment, the printer must be registered in Infor Document Management (IDM).
    Note: In a MTC environment, application developers can add a task parameter on form events to specify an IDM Enterprise printer, to print form reports that are submitted as background tasks. You can define this parameter by editing a form report in the Web Designer. Use this feature only on form events that are assigned with a Response > Type of Run Background Task.

    See Adding a task parameter in application events for enterprise printing.

    Alternatively, on the Event Actions form, you can use the TaskProfileEnterprisePrinter parameter to specify an IDM Enterprise printer for task events. If no IDM Enterprise printer is defined, the report is printed using the default settings.

    See Creating application event actions.

    Paper Size
    Select the size of paper to use when printing the report output.
    Report Theme
    Optionally, select the theme to use when generating the report.
    Output Directory
    Specify an output directory for a specific report output profile.
    Note: This option overrides both the TaskMan Path field on the Intranets form and the Report Output Folder field, as specified on the Sites form.
    Email Notification
    Designate whether an email notification is to be sent to this user whenever this report is processed and generated (Yes) or not (No).
    Attach Report
    Designate whether a report is to be attached to the email notification (Yes) or not (No).
    Auto View
    To have printed reports display automatically in either a web browser or in the Report Viewer form, select this option.
  4. Save.
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