You can use Docentric File print destination to output reports to Attachments of the underlying entity, i.e. the context record of the executing report. Unlike the built-in File print destination, when using Docentric you can output reports in batch, e.g. save them to Azure storage, SharePoint or Attachments. What if saving to Attachments fails If […]
In D365FOE you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. With Docentric AX Free Edition you can: use an advanced HTML editor to format email bodies within D365FOE, pick a placeholder from a list of available placeholders for the current email, if you need to create a […]
Instead of using the built-in SysEmailTable::sendMail() method for replacing placeholders in an email’s body and subject before sending it, you can use the DocEmailTemplateManager::sendMail() method that offers you more options such as an email body with dynamic tables, multiple email attachments, using Cc and Bcc recipients, etc.
/// Use this method to send an email using the provided built-in email template
/// to the given recipient.
/// <param name = "_emailId">Email Template ID</param>
/// <param name = "_languageId">Language ID</param>
/// <param name = "_emailToAddr">Recipient e-mail address or list of e-mail addresses</param>
/// <param name = "_mappings">
/// Map(PlaceholderName (str) -> PlaceholderValue (str)).
/// This is a map of placeholders and their values used in the dynamic email body.
/// If null, it will be created and filled using the corresponding ETH (Email Template Handler) class.
/// <param name = "_lineMappings">
/// List of Map(PlaceholderName -> PlaceholderValue).
/// This is a list of mappings for each line of the dynamic table within the email body.
/// If null, it will be created and filled using the corresponding ETH class.
/// <param name = "_contextInfo">
/// Context info that can be provided for filling _mappings and _lineMappings
/// with placeholders' values.
/// <param name = "_emailCcAddr">Cc e-mail address(es)</param>
/// <param name = "_emailBccAddr">Bcc e-mail address(es)</param>
/// <param name = "_emailAttachmentFilename">Email attachment filename (optional)</param>
/// <param name = "_emailAttachmentContent">Email attachment file content (optional)</param>
/// <param name = "_emailAdditionalAttachments">
/// Additional email attachments in a form:
/// [ [attachmentName, [content]], [attachmentName, [content]], ...]
public static void sendMail(SysEmailId _emailId, LanguageId _languageId,
Map _mappings = null,
List _lineMappings = null,
container _contextInfo = conNull(),
str _emailCcAddr = '', str _emailBccAddr = '',
str _emailAttachmentFilename = '',
container _emailAttachmentContent = conNull(),
container _emailAdditionalAttachments = conNull())
Let’s see how it works on an […]
In Dynamics 365 for Finance and Operations and Dynamics AX 2102 you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. Often these emails need to include some dynamic information, and this can be achieved using placeholders. However, in order to use placeholders in the built-in editor you need […]
No matter if you are using Docentric AX Free Edition or the full product version, you can use Standard and Custom placeholders in your print destination settings such as Email body, Email attachment name, Email subject, File output name, Azure blob storage container name, etc. Let’s say that you want to use Sales ID and […]
No matter if you are using Docentric AX Free Edition or the full product version, you can use Docentric Viewer to preview built-in SSRS report designs. This is also true for Print Management reports such as Customer invoices, Sales order confirmations, Purchase orders, etc. If you want to preview a Sales order confirmation report from […]
Version 3.0.0 Change Log NEW FEATURES (1) Improved print destinations: – Screen: Much better report viewer. – Email: Placeholders, Additional attachments, HTML body. – File: Placeholders, Saving to Azure, SharePoint or Attachments, Run in batch. – Template selection is enabled on the Print Destination Settings form. (2) Improved report setup: – More configurable options in […]
A new version of Docentric AX has been released. The new release contains the following new functionalities: Support for Dynamics 365 for Finance and Operations Enterprise Edition. Docentric AX Free Edition – use any SSRS report with improved Docentric print destinations. Docentric report templates used for MS Dynamics AX 2012 and Dynamics 365 for Finance […]
In this article we will first discuss the features of built-in report emailing, and then we will focus on how Docentric AX improves report emailing and the Email print destination. Built-in functionality: Use of E-mail parameters In SSRS framework, built-in email functionality works in the following way: 1) When you run an SSRS report on […]
We can use the Docentric File print destination and the Save to attachments option to save report to Attachments of the underlying entity, which is the report execution context record, i.e. a record of the report menu item. Let’s say that we want to save the Purchase order report to Attachments of the Purchase order […]