Article

Generate printable and send it as attachment by email

Tatiana Rogova

02:19 Sep 12, 2018

Case description:

We want to generate printable and send it as attachment by email.

Algorithm of realization:

You should create new business process.
Add "Add data" which will create new activity with values:

a. Category - Email (lookup value)

b. Type - Email (lookup value)

c. From

d. To

e. Subject

Add "Script task" that will create ActivityFile entity and to generate print form:

Important: Uncheck "For interpreted process" in all blocks "Script task" that describes in this tutorial

Content of following script task:

var reportService = new Terrasoft.Configuration.ReportService.ReportService();
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    (PrintableId.ToString()), ObjectId.ToString(), ConvertToPdf);
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("ActivityFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("ActivityId", AddActivityUserTask.RecordId);
fileEntity.SetColumnValue("TypeId", AttachmentType);
fileEntity.SetColumnValue("Name", "ExamplePrintable.docx");
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
return true;

PrintableId - Id of your printable from "Printable" lookup

ObjectId - Id of object for which we will generate printable

ConvertToPdf (bool) - if false than will generate printable with type .docx else .pdf

AddActivityUserTask.RecordId - Id of "Add activity" block that we added above

AttachmentType - value "File" from lookup "Attachment Type"

"ExamplePrintable.docx" - name of generated file

Important: you should add type of file (.docx or .pdf). It depends on bool argument when you generate printable by using "GenerateMSWordReport"

report.Data - generated printable

Add "Script task" that will send email with created attachment:

Uncheck "For interpreted process"

Add next usings for process: Terrasoft.Mail, Terrasoft.Mail.Sender, Terrasoft.Core.Factories:
Add following content:

var activityId = AddActivityUserTask.RecordId;
var emailClientFactory = ClassFactory.Get<EmailClientFactory>(new ConstructorArgument("userConnection", UserConnection));
var activityEmailSender = new ActivityEmailSender(emailClientFactory, UserConnection);
activityEmailSender.Send(activityId);
return true;

AddActivityUserTask.RecordId - Id of added email activity from "Add email activity" block

Example:

I need to generate printable and send it as attachment by email when status of contract was changed on signed

I created business process and add next parameters

MailSender - value from lookup "Mailbox synchronization settings". (Values in this lookup becomes allow when you sign in in BPMonline by your mail account)

Printable Id - Id of printable from lookup "Printable" which i want to use

2. Added signal "Contact signed" which start business process when Status becomes "Signed"

3. Added "Formula" block "Set signed contract id" that sets "Signed contract id" parameter on Id of contact that was signed

4. Added "Read data" that gives parameter "MailSender" and returns string value "Sender's email" (it uses for sending email)

5. Added "Read data" that gives parameter "Printable Id" and returns columns: Convert to PDF (bool) and Title of printable

6. Added "Formula" block "Set ConvertToPdf" that sets "Convert To Pdf" parameter on bool value from "Read Printable"

7. Added "Formula" block "Set File Name" that sets "File name" parameter on Text value which is formed by "Title" and "Convert to pdf" value (bool) for current record from lookup "Printable"

Formula value:

[#Read Printable.First item of resulting collection.Title#] + ([#Convert To Pdf#] ? ".pdf" : ".docx")

8. Added "Add data" block "AddActivityUserTask" that create email activity by using added parameters

9. Added "Generate print form" script task with following content:

var reportService = new Terrasoft.Configuration.ReportService.ReportService(UserConnection);
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    (PrintableId.ToString()), SignedContractId.ToString(), ConvertToPdf);
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("ActivityFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("ActivityId", AddActivityUserTask.RecordId);
fileEntity.SetColumnValue("TypeId", AttachmentTypeId);
fileEntity.SetColumnValue("Name", FileName.ToString());
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
return true;

10. Added "Send email" script task with following content:

var activityId = AddActivityUserTask.RecordId;
var emailClientFactory = ClassFactory.Get<EmailClientFactory>(new ConstructorArgument("userConnection", UserConnection));
var activityEmailSender = new ActivityEmailSender(emailClientFactory, UserConnection);
activityEmailSender.Send(activityId);
return true;

The final business process:

MD file of business process for import (Version 7.10.2) is attached.

File attachments

GlbGenerateSendPrintFormEmail.rar

39 comments

Fulgen Ninofranco

14:26 Sep 09, 2020

Hi,

How about instead of generating a word printable(GenerateMSWordReport()) we will generate a FastReport, what would be the method we need to call?

Norton Lingard

15:05 Sep 10, 2020

Fulgen Ninofranco,

In order to generate a FastReport report please call the “CreateReport” method from the “FastReportService” service. You can find the source code of this service in the configuration.

Best regards,

Norton

Fulgen Ninofranco

14:41 Sep 13, 2020

Norton Lingard,

Thank you so much for your reply. on my script task i have this code below:

var reportService = new FastReportService(UserConnection);

var result = reportService.CreateReport(reportTemplateId, reportCaption, reportSchemaName, reportFilters);

Please note that I am passing correct values on the parameters, same value I am getting when generating my fastReport on section page.

But upon calling CreateReport method it is returning Internal Server Error. Please suggest, or show me the correct way please.

Fulgen Ninofranco

14:05 Sep 14, 2020

Hi Norton Lingard, any update please?

Norton Lingard

21:20 Sep 14, 2020

Fulgen Ninofranco,

Unfortunately, the provided way of generating a FastReport report is not correct. I tested it on my local instance and got the same error.

Therefore, I implemented another approach. Please find the example of the script task that generates the FastReport report and adds it to the Activity below:

Terrasoft.Configuration.ReportService.ReportData report = new Terrasoft.Configuration.ReportService.ReportData();

string reportSchemaName = "Contact";

Guid reportTemplateId = new Guid ("c4901c9f-3242-4b5e-9662-3c1970cd4505"); //id of printable

var reportFilters = "{\"items\":{\"e4e66f27-83af-4d2f-90fe-4bef3c91d07d\":{\"filterType\":4,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpressions\":[{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"c4ed336c-3e9b-40fe-8b82-5632476472b4\"}}]}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6}";

var reportParameters = new Dictionary<string, object> {

                   ["EsqFilters"] = new Dictionary<string, Filters> {

                   [reportSchemaName] = JsonConvert.DeserializeObject<Filters>(reportFilters)

                   }

               };

IReportTemplateProvider reportTemplateProvider = new FastReportTemplateProvider(UserConnection);;

IDataSourceBuilderResolver dataSourceBuilderResolver = new FastReportDataSourceBuilderResolver(UserConnection);;

var CustomCreateReportGenerator = new ReportGenerator(reportTemplateProvider, dataSourceBuilderResolver);



var reportGenerator = CustomCreateReportGenerator;

var task = reportGenerator.Generate(reportTemplateId, reportParameters, ReportFormat.Pdf);

var reportBytes = task.Result;

var reportData = new ReportData();

reportData.Data = reportBytes;

reportData.Format = "docs";

reportData.Caption = "Test";

var entity = UserConnection.EntitySchemaManager.GetInstanceByName("ActivityFile");

var fileEntity = entity.CreateEntity(UserConnection);

fileEntity.SetDefColumnValues();

fileEntity.SetColumnValue("ActivityId", AddActivityUserTask.RecordId);

fileEntity.SetColumnValue("TypeId", AttachmentTypeId);

fileEntity.SetColumnValue("Name", FileName.ToString());

fileEntity.SetColumnValue("Data", reportBytes);

fileEntity.Save();

return true;

You can see how the reportFilters is formed if you generate FastReportManually and see how the parameters are passed to CreateReport requests. You can read the necessary Id's (red can be replaced with any valid Guid and green is an Id of the record) and insert them into reportFilters string. FileName is the name of the file, e.g. "Test.pdf".

Here are libraries that I used in the script task (some of them may not be necessary needed for the script and maybe removed) :

Terrasoft.Mail

Terrasoft.Mail.Sender

Terrasoft.Core.Factories

Terrasoft.Configuration

Terrasoft.Nui.ServiceModel.DataContract

Terrasoft.Reporting.Abstractions.Data

Terrasoft.Reporting.DataSource.Abstractions

Terrasoft.Reporting.FastReport

Terrasoft.Reporting.FastReport.Abstractions

Terrasoft.Web.Common

Terrasoft.Configuration.Reporting.FastReport

Terrasoft.Configuration.Reporting.FastReportEngine

Terrasoft.Configuration.ReportService

Best regards,

Norton

Fulgen Ninofranco

09:48 Sep 20, 2020

Norton Lingard,

Thank you Norton, the given solution is working fine.