Category: Automation Report Actions

The Report from Collection retrieves a collection of records and uses those records to generate a report.

Select the type of datasource that will be used to generate the report.

The Datasource Criteria will be used to ascertain what records to be retrieved.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

The Record Criteria will be used to ascertain what report to be retrieved.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

File Type – select the type of file the report will be saved as.

Click Yes to send the generated report to the default printer.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Get Records – get all records that match a specified Criteria.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Report – retrieves the first report, in the database, that matches a Criteria and sets that ReportItem to a variable.

Set Report String Parameter – sets a report parameter to a value or variable that wil contain the value.

Generate Report with Data – sets the report datasource to a RecordCollection and generates the report.

Save Report – saves the generated report to a local file path.

Print Report – prints the report to the default printer.

The Report form Record Loop retrieves a record collection and generates a report for each individual record.

Select the type of datasource that will be used to generate the report.

The Datasource Criteria will be used to ascertain what records to be retrieved.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

The Record Criteria will be used to ascertain what report to be retrieved.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

File Type – select the type of file the report will be saved as.

Click Yes to send the generated report to the default printer.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Get Records – get all records that match a specified Criteria.

Loop Record Collection – loops through each record retreived from the database.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Report – retrieves the first report, in the database, that matches a Criteria and sets that ReportItem to a variable.

Set Report String Parameter – sets a report parameter to a value or variable that wil contain the value.

Generate Report with Record – sets the report datasource to the current loop record and generates the report.

Save Report – saves the generated report to a local file path.

Print Report – prints the report to the default printer.

The Report from Record Action Builder retreives a record based on its ID and generates a report with it.

Select the datasource that will be used to generate the report.

ID – select or type in the variable that will hold the record id.

Note: the ID is automatically passed into a Auto Script and held in the TargetObjectId variable.

The Record Criteria will be used to ascertain what report to be retrieved.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

File Type – select the type of file the report will be saved as.

Click Yes to send the generated report to the default printer.

Get Record Data – retrieves the record based on its ID.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Report – retrieves the first report, in the database, that matches a Criteria and sets that ReportItem to a variable.

Set Report String Parameter – sets a report parameter to a value or variable that wil contain the value.

Generate Report with Record – sets the datasource to a record and generates the report.

Save Report – saves the generated report to a local file path.

Print Report – prints the report to the default printer.

The Create Report Action Builder loads an existing report and generates it.

The Record Criteria will be used to ascertain what report to be retrieved.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

File Type – select the type of file the report will be saved as.

Click Yes to send the generated report to the default printer.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Report – retrieves the first report, in the database, that matches a Criteria and sets that ReportItem to a variable.

Set Report String Parameter – sets a report parameter to a value or variable that wil contain the value.

Generate Report – generates the report.

Save Report – saves the generated report to a local file path.

Print Report – prints the report to the default printer.

Action Builders are step by step wizards that help you build scripts quickly.

Click on the Action Builder and the Action Builder Wizard will pop up.

Sets a ReportItem parameter to a decimal value.

Report – the ReportItem that has the parameters.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value or variable that will contain the value of the parameter.

Sets a ReportItem parameter to a number value.

Report – the ReportItem that has the parameters.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value or variable that will contain the value of the parameter.

Sets a ReportItem parameter to a date/time value.

Report – the ReportItem that has the parameters.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value or variable that will contain the value of the parameter.

Sets a ReportItem parameter to a bool (True or False) value.

Report – the ReportItem that has the parameters.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value or variable that will contain the value of the parameter.

Sets a ReportItem parameter to a string value.

Report – the ReportItem that has the parameters.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value or variable that will contain the value of the parameter.