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Creating a B1 Scheduler to pickup a file and attach it to an email

Jeramie Alward

Hello Everyone.

I have a need to attach a file from a windows file share which the Application server has direct access to. 
It seems I have to specify a Crystal report action, however, the contents of the file I wish to send is generated from an SQL job that saves it to the share mentioned. 

How would I go about sending this file using the scheduler, without specifying a Crystal report as it is not required and the file is the report we wish to send.

Thank you. 

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  • Geoff Booth

    Are you using Boyum Print & Deliver?

    What is the file type you are trying to send?

  • Jeramie Alward
    • Editado

    Yes I am. Version 2019.03.00.0. 

    I just can't seem to set a report schedule without a crystal action specified. 

     

    File is a text file, tab delimited. 

  • Geoff Booth

    I don't have P & D installed but from looking at the help fie try changing the Attachment Type to "No Attachment" and then add your additional attachments as normal

     

  • Jeramie Alward

    Update: I was able to get the report action to select the file for attachment. I'm stuck on the scheduler now.
    It won't allow me to save and activate the scheduler without specifying a report configuration. However, I do not need to execute or send a report, I just need it to grab the file, attach it and send. Maybe I am overthinking this and Boyum is not the right tool to use. Maybe DB mailer for SQL would be a better option. 

  • Geoff Booth
    • DB Mailer might be simpler but you seem close
    • Try creating a report configuration with a "Blank" crystal report (Create new report - save as)
  • Jeramie Alward

    BRILLIANT IDEA! Doing that now and will let you know. 

  • Jeramie Alward

    Okay so that worked! The only problem I am facing now, is it is also sending a TTX file (attachment template I assume since it matches the name?). I have to figure out how to remove this since the report is going to be picked up by an application for ingestion into a custom reporting dashboard. 

  • Geoff Booth

    I think you might be stuck unless the application ignores TTX files.

    My understanding is the P & D is based on standard crystal report export functionality so it may not be possible to turn off the TTX file.

  • Jeramie Alward

    Okay I figured it out. If I set the Attachment type = "No attachment", then it allows me to save without an Attachment Template specified. I just hit Run on the B1UP Server Component and my file came over email without the TTX file attached. Geoff, thanks for helping to get the brain cells firing in the right order. I really appreciate it. 

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