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what do you do with your surveys? do you just leave them as data within the task? how do you give those survey results to your customers?
we created a report for the output of the surveys but you have to pull that report manually. it doesn't create an attachment on the task
curious what other companies do for this
Best answer by Mike The FSM TechnoGeek
View originalwith the correct event coding (would be a little length to post) you could trigger a report to run, compiling the information into a PDF, this PDF could then either be attached to the original survey for future manual emailing or emailed automatically to the responsible person when the survey is closed or passes its closing date… just a thought if you’d like to go down this route...
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with the correct event coding (would be a little length to post) you could trigger a report to run, compiling the information into a PDF, this PDF could then either be attached to the original survey for future manual emailing or emailed automatically to the responsible person when the survey is closed or passes its closing date… just a thought if you’d like to go down this route...
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something in the back end i need to change?
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Any thoughts?
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If you are using a server-side (SSRS/.RDL) report, you need to have SSRS installed. Try attaching a client-side (.RDLC) report to the notification. That URL looks like it might be trying to reference an SSRS installation which doesn’t exist.
You may just need to set the App Param REPORT_SERVER_URI_SSRS to the correct address in FSM. Don’t forget to refresh cache. App Params are cached.
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is there a way i can add this custom report to be seen under “reportviewer” whererever FSM is looking for? the report itself is an RDLC file. i just dont think its being stored in the place that its pulling from. Does that make sense?
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Assuming you uploaded the report file through the ‘Reports Admin’ screen, and set up the report definition metadata for it, then you shouldn’t need to put it anywhere. I would need to see how you have your system configured. The error message indicates that FSM thinks this is a server-side report - a .RDL file that it needs SSRS to work with, not a client-side report. Do you have the report ‘Source’ set to ‘Client Report’ in the Reports Admin screen?
Also, before you upload client reports, you will want to make sure you have the following App Params set:
ENABLE_CLIENT_REPORTS : Y
CLIENT_REPORTS_PATH : a working, accessible address or addresses. Make sure to put your custom path first and the baseline reports path second if you have custom versions of baseline reports.
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Assuming you uploaded the report file through the ‘Reports Admin’ screen, and set up the report definition metadata for it, then you shouldn’t need to put it anywhere. I would need to see how you have your system configured. The error message indicates that FSM thinks this is a server-side report - a .RDL file that it needs SSRS to work with, not a client-side report. Do you have the report ‘Source’ set to ‘Client Report’ in the Reports Admin screen?
Also, before you upload client reports, you will want to make sure you have the following App Params set:
ENABLE_CLIENT_REPORTS : Y
CLIENT_REPORTS_PATH : a working, accessible address or addresses. Make sure to put your custom path first and the baseline reports path second if you have custom versions of baseline reports.
Hi Mike
that was it. it was set up in the admi as a SSRS report, i changed it to client and it instantly worked.
Thank you a million - you’ve saved me hours of my day
eternally grateful!
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