(Option 1) Manually Execute and Email a Fixed Link Report

  • You have set the user’s execution credentials for an external web application fixed link and now you want to generate a report from that fixed link in a specific format and download it onto the local machine.
  1. In System Browser, select Application View.
  1. Select Applications > Links > [links folder] > [link].
  1. In the Operation tab, select the Application Name property, and do one of the following:
  • To send the report as an email, and optionally download the report, click Email.
  • To download the report only, click Execute.
  • The configuration fields display.
  1. If you clicked Email, do the following:
    a. From the Output For drop-down list, select the format in which you want to save the downloaded report (PDF, XLSX, or DOCX).
    NOTE: The P2 Value and Output values must match. See Modifying the Settings of a Web Application Fixed Link.
    b. (Optional) To also download the report, in the File Name field, enter the name of the file. The following special characters are not allowed in the file name in Windows: / \ ? : * “ < >
    c.     (Optional) To also download the report, in the File Path field, enter the path of the destination folder on the local machine.
    d. From the Section drop-down list, select Save.
    NOTE: The sections are specified in the XML file of the corresponding web links library.
    e. To generate a report file with a unique name, specify the timestamp format in the Time Stamp field.
    f. Click Send.
  • The report is sent to the established recipients as configured in the Email Settings for the fixed link. If you have included the File Name and File Path information, the report file is available in the specified directory. Its name is a combination of the File Path and Time Stamp settings.
  1. If you clicked Execute, complete all the following fields to download a report file:
    a. From the Output For drop-down list, select the format in which you want to save the downloaded report (HTML, PDF, rptdesign, or DOCX).
    NOTE: P2 Value and Output for values must match. See Modifying the Settings of a Web Application Fixed Link.
    b. In the File Name field, enter the name of the file. The following special characters are not allowed in the file name in Windows: / \ ? : * “ < >
    c.     In the File Path field, enter the path of the destination folder on the local machine.
    d. From the Section drop-down list, select Save.
    NOTE: The sections are specified in the XML file of the corresponding web links library.
    e. To generate a report file with a unique name, specify the time stamp format in the Time Stamp field.
    f. Click Send.
  • The report file is available in the specified directory. Its name is composed by the combination of the File Path and Time Stamp settings.