Emailing Reports to Users on a Business Event

OTM can automatically generate a report and email it as an attachment when a business event occurs. The example below shows how to send a custom report to the user who created a purchase order when a shipment tender is accepted.

Step 1 — Create a Report Set:

Create a Report Set and include your report. You may add multiple reports to the Report Set as required.

Step 2 — Create a SHIPMENT agent with a PRINT DOCUMENT action:

Create a SHIPMENT agent that listens to the SHIPMENT - STATUS CHANGED event with the restriction SECURE RESOURCES_ACCEPTED. Add the following standard action to the agent:

Step 3 — Create a REPORT agent that listens to the REPORT-READY event:

Create a REPORT agent that listens to the REPORT-READY event with an event restriction that filters on the Report Set name from Step 1. Add the following two actions to this agent:

Action 1 — ASSIGN VARIABLE to fetch the PO creator:

Use the ASSIGN VARIABLE action with the following SQL to fetch the user who created the purchase order:

SELECT MAX(ob.insert_user)
FROM   report_log_parameter rlp,
       view_shipment_order_release vsor,
       order_release orl,
       ob_order_base ob
WHERE  file_name = $gid
AND    parameter_name = 'P_SHIPMENT_ID'
AND    parameter_value = vsor.shipment_gid
AND    vsor.order_release_gid = orl.order_release_gid
AND    orl.order_base_gid = ob.order_base_gid

Action 2 — NOTIFY CONTACT:

Use the NOTIFY CONTACT action with the following settings: