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Report rule for output report to PDF file on disk

  • February 3, 2020
  • 7 replies
  • 1339 views

MattiasLindahl
Sidekick (Customer)
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We have a need for creating DeliveryNote report print on file in a specific folder for some customer ID.

 

Is there anyone who have been able to do this with a configuration? Maybe report rule in combination with output channel and routing rules?

 

Best answer by Binura Dodangoda

Hi @MattiasLindahl,

You can use a routing rule and then select the printer as ‘Send PDF to Connect’ in the print dialog.

All the steps that you have to follow are mentioned below.

Step  01
First, you have to created a routing address as below. There you have to provide a shared location in your machine where you want to save the file and name of the file. (Make sure that the shared location has the ‘Write‘ permission for Everyone).


Step 02
Then you have to create a routing rule as below.

In the routing rule, as the MESSAGE_FUNCTION, you have to provide the Report ID which you want to get saved with a default name.

Step 03
Now we can order a report. Report should be the one which we have mentioned in the report rule as the message function.
In the print dialog, we have to set the Printer as ‘Send PDF to Connect’.


After pressing OK button, the report will be saved in the shared location which you have provided in the routing address. The name of the report will be the name that you have provided with the path in the routing address.

 

Hope this will help you !

Best Regards,
Binura.

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7 replies

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  • Hero (Partner)
  • 13 replies
  • February 3, 2020

Hi Mattias,

 

I would suggest to set a report rule which sets the Printer to “Send PDF to Connect”. After that create a Routing rule and a Routing address which moves the PDF to a specific Folder. 

 

Best regards,

Darius 


  • Sidekick (Partner)
  • 39 replies
  • February 3, 2020

It should be possible easily with report rule configuration and routing rules.

Action type Route to Connect / output type binary


Binura Dodangoda
Hero (Partner)
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Hi @MattiasLindahl,

You can use a routing rule and then select the printer as ‘Send PDF to Connect’ in the print dialog.

All the steps that you have to follow are mentioned below.

Step  01
First, you have to created a routing address as below. There you have to provide a shared location in your machine where you want to save the file and name of the file. (Make sure that the shared location has the ‘Write‘ permission for Everyone).


Step 02
Then you have to create a routing rule as below.

In the routing rule, as the MESSAGE_FUNCTION, you have to provide the Report ID which you want to get saved with a default name.

Step 03
Now we can order a report. Report should be the one which we have mentioned in the report rule as the message function.
In the print dialog, we have to set the Printer as ‘Send PDF to Connect’.


After pressing OK button, the report will be saved in the shared location which you have provided in the routing address. The name of the report will be the name that you have provided with the path in the routing address.

 

Hope this will help you !

Best Regards,
Binura.


MattiasLindahl
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • 41 replies
  • March 18, 2021

This function seems to have stopped working in Update 10. We are currently testing Update 10 in our TEST and only get blank/white PDF-files. When viewing PDF file from report archive and print queue the PDF is OK but not the file written to disk from the report rule/routing address.


MattiasLindahl
Sidekick (Customer)
Forum|alt.badge.img+9
  • Author
  • Sidekick (Customer)
  • 41 replies
  • March 18, 2021

Seems to be something with encoding on RoutingAddress.

 

When changing from UTF-8 to windows-1252 it´s working fine.

 

 


Forum|alt.badge.img+7
  • Do Gooder (Customer)
  • 40 replies
  • December 9, 2022

Hello, 

Is it possible to use the PDF_EVENT rather than report rules to output the PDF to disk?

 

 


Forum|alt.badge.img+8
  • Do Gooder
  • 30 replies
  • October 19, 2023
MattiasLindahl wrote:

We have a need for creating DeliveryNote report print on file in a specific folder for some customer ID.

 

Is there anyone who have been able to do this with a configuration? Maybe report rule in combination with output channel and routing rules?

 

Binura Dodangoda wrote:

Hi @MattiasLindahl,

You can use a routing rule and then select the printer as ‘Send PDF to Connect’ in the print dialog.

All the steps that you have to follow are mentioned below.

Step  01
First, you have to created a routing address as below. There you have to provide a shared location in your machine where you want to save the file and name of the file. (Make sure that the shared location has the ‘Write‘ permission for Everyone).


Step 02
Then you have to create a routing rule as below.

In the routing rule, as the MESSAGE_FUNCTION, you have to provide the Report ID which you want to get saved with a default name.

Step 03
Now we can order a report. Report should be the one which we have mentioned in the report rule as the message function.
In the print dialog, we have to set the Printer as ‘Send PDF to Connect’.


After pressing OK button, the report will be saved in the shared location which you have provided in the routing address. The name of the report will be the name that you have provided with the path in the routing address.

 

Hope this will help you !

Best Regards,
Binura.

@Binura Dodangoda 

This is very helpful. I have a slightly different question. For above to happen, we need to select printer as ‘Send PDF to Connect’. Rather than selecting ‘Send PDF to Connect’, is there a way of achieving the same thing (writing XML in a disk location) by selecting a different printer? Simply the requirement is to get the actual printer name.

Appreciate your response.

Thank you.


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