Schedule order report using Business Event

There are a couple ways to do this, but this should be simple enough...

In your generic inquiry, you really only need 1 row to appear to send this business event. I would add the PMReportRowsMultiplier table to your inquiry. You don’t need to add any relations. I would add a condition that row number = 1, so that only 1 row appears in your inquiry at all times.

In the results grid, I would add 1 column for today, and 1 column for 7 days ago to feed the report parameters.

For today you can add the formula =Today() and for 7 days ago you can add =DateAdd( Today(),'d' , -7). Give these calculated fields a caption.

Form there you can create the business event. This is going to be a trigger by schedule type business event. Add the email template and attach the report to the email template. You can then add the fields as parameters. 

Finish editing the email template, then go back to the business event and add the schedule.

​@bwhite49 Do we need to add vendor table in GI with relation  contact?

I don’t think so. You should be able to just add their email as the To email in the email template. If you need this to show as activity on the vendor, then yes, you will need to add the vendor table.

Instead of using the row multiplier table, you can just use the vendor table and filter where vendor ID is this vendor ID. This will also create a 1 row table.  You can then add the vendor noteID to the GI and then add this note ID to this link to entity field. This will start adding these emails as an activity on the vendor record.

​@bwhite49  Yes Thats what i did with the GI. I added two tables for eg Emoployee and contact table.

Then i make condition 

The GI shows the results. but the Scheduler does not run even it is scheduled to run on 2pm but nothing works.
 

When testing business events, you can start with a trigger by action type business event so that you don’t need to wait for the schedule. A trigger by action BE will allow you to manually run the action through the GI.

You can also get rid of the stop time in your schedule or make the stop time equal the start time. You only want to send this once.

Your GI setup is different than what you described in your original post. Since you are using the contact table and employee table, it’s very import that you include all key fields from the contact and employee tables (ex. contactID, baccountID, etc.). It’s very common for a BE to fail to grab to email address from the contact table when the key fields are missing from the GI.

Thanks for the reply. I tried your logic to use PMReportRowsMultiplier. Created GI and Business event But scheduler showing me 

Hi ​@tahayabali 

Do you want the send report to one vendor every time or different vendors on weekly basis.

Do you show the vendor data in the report, if yes add a paramater vendor in the report and configure business events.

tahayabali wrote:

Thanks for the reply. I tried your logic to use PMReportRowsMultiplier. Created GI and Business event But scheduler showing me 

 

Under the 3 dots in the GI is your BE action (trigger by action). This sends out the email, not the schedule. Right now, the schedule is irrelevant.

If this action does not work, try adding and deleting a field from your GI to refresh things. A BE action will always display a green checkbox whether it worked or not