Assigning a report filename prefix using the AES

When you create a report that runs as a background task, you can assign a prefix to the filename for the output by means of the Application Event System (AES). This prefix can make it easier to search for and locate the report file later. This procedure is particularly helpful when working in a Multi-Tenant Cloud (MTC) environment.

By default, TaskMan assigns the name (not caption) of the report form as the filename prefix. The procedure in this topic allows you to use your own custom prefix in place of the report name. This procedure is best used to specify dynamically changing prefixes that might depend, for instance, on the identity of the intended recipient, a product name, or some other value that changes, depending on the context.

Use the procedure in this topic to assign a filename prefix to a report output file, by means of an AES event handler.

Note: Alternatively, you can use a parameter in a form event handler to assign a new, more permanent, filename prefix to the report file. For that procedure, see Adding a filename prefix parameter to a report.

Open the Event Handlers form.
From the Applies To Objects drop-down list, select the report for which the event handler is to be used.
Use the Event Actions form to create any event actions in which you want the filename prefix to be used.
For example, you might want to use a Set Values event action to set the new value to be used as the filename prefix.
When you are finished defining all the actions you want for the handler, in the Event Handlers form, select the Activate option.
Save.

The system creates and activates the AES event handler. The next time the report is run, the specified filename prefix is used for the report output file.

You can verify that this procedure was successful by running the report and then checking the filename of the resultant report output file.