Email work period end

Version 4
1

Hi, i was reading some post about how to setup this but it’s a bit confusing and I wanna get it right as I’m doing it on a live setup
Anybody can direct me to a clear seup or maybe put together a tutorial
Thank you

2

Sure,

  1. Setup a Save Report to File action choose the Work Period report put [:File Name] inside the parameter for File Name
  2. Setup a Send Email action with appropriate fields filled out for email account. For File Name setup [:File Name] there as well.

Setup a Rule for Work Period Ended and put your Save Report to File action first and then fill in the path to where you want it saved to. Example E:\SambaReports\{DATE}-WP.xps

Next put the Send Email action and then put that Same Path for the File Name.

3

I get error “the specified string is not in the form required for an email adress”
What can be wrong?
I imput info for exchange email
Thanks

4

Means you entered your email wrong. Can you show us a screenshot?

5

I had a comma instead of a point but now it’s giving me "could not find part of the path c:\sambareports\01\10\2015-WP.xls
I created a folder on C named SambaReports
Thanks

6

is 01\10\2015-WP.xls ment to be the file name? pretty sure you cant use \ in a file name…

might be missing something though.

7

Show your rule where you put that path?

8

@kendash I had a go following your screenshots but a I get a prompt to save the file but secondly the prompt only shows xps file format.

In the beginning you use .xps but your screenshot shows .xls? Can samba save to .xls??

9

Typo I meant xps sorry

10

Though that was the case but changing to .xps still prompted a save as dialog… (Was testing in v5 rather than v4 but is that expected behaviour?
The file name defaulted to report.xps rather than the date file name I was expecting also…

11

Works fine on mine you used variable and not hard coded action right?

12

i will try .xps
Thanks

13

Variable for file name specified in the rule? I did, will have another go tomorrow.

14

Same issue could not find part of the path
What can I try ?
Thanks

15

Show your path your using?

16

path.gif2720×2464 201 KB

and I did mapping to this rule as well

17

Does that directory exist and you have correct permissions set?

18

You should use {DATE} tag with a formatting like {DATE:dd_MM_yyyy}. Your date separator is ```` character and a date like 01\10\2015 can’t be used as a file name.

19

I never used \ in the file name only {DATE}
When it gave me error it showed me the 01\10\2015
Shoul I put {DATE:dd_MM_yyyy} instead of {DATE} only?
Thanks

20

Yes sorry i may have mislead you. You need to format it like Emre showed.