Sample: How to Post Top 5 Sales Employees to Slack

In this sample, we will show you how you can post last week's Top 5 sales employees on to Slack from B1 Print and Delivery. (also works for Microsoft Teams)

What you need:

• B1 Usability Package 2019.04 or higher
• A B1 Usability Package License
• A B1 Print and Delivery License
• A Slack account (you need to be owner/admin of the Channel you set it up in)
  • An incoming Webhook connector (See this video on how to make one)
• An empty dummy crystal report

Step by Step Setup:

1. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Mass Delivery Configuration
   • Create the following Internal Configuration (remember to tick off the "Allow the user to select a different report configuration when running mass delivery" option)
   • 
2. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Crystal Report Definition
   • Create the following configuration (the path to the Crystal report need to be to your empty Crystal Report)
   • 
3. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Report Action
   • Create a new Report action of type "HTTP Trigger"
   • 
   • In URL enter the URL of you Slack Webhook
   • Set template to "Slack"
   • Enter the following message 

     *Top 5 Sales Employees of last week*

     SQLNUMBEREDLIST(
     SELECT
     TOP 5
     CONCAT(SlpName, ' (',FORMAT(SUM(T0.DocTotal),'N'),')') AS TopSalesEmployee
     FROM OINV T0
     JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode
     WHERE T0.DocDate > '$[StartOfLastWeek_SQL]'
     GROUP BY T1.SlpName
     ORDER BY SUM(T0.DocTotal) DESC
     )

     • You can tweak the SQL as you please
4. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Report Configuration
   • 
   • Give the configuration a description
   • Choose Category "Other"
   • Choose "Internal" as type
   • Choose the Dummy Crystal Report you created in step 2 as Crystal Report
   • Choose the Report Action you created in step 3 as Report Action for "Email"
5. It is now possible to test the feature using Mass Delivery
   • 
6. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Schedules
   • Set the feature to run on a schedule (in my case I've set it up to send out via the Server component every Monday at 8 o clock)
   •