Present automation issue

Josselin Granger shared this question 2 months ago
Awaiting Reply

Hello,

I'm looking for a workaround to better control ou Present export automation. Maybe I'm missing something.

We have created a present to generate client monthly reporting.

Works great, there is a "site code" filter which allows us to get specific data for each of our site. We now have 150 clients, and it is not possible to manually generate each present.

So what we did was the following :

  • Set a filter for one site
  • Create a broadcast, sent to the person in charge of the site, with the current filters
  • Name the broadcast with the site code

So far, seems great.

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However,

I have two major issues. The first one is that it is nearly impossible to maintain this config : if someones tell me that he didn't receive the report, here's what my automation looks like :

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Good luck finding the one with the problem !! 😭

(we're looking at 150 lines, probably 200 in the next 6 months)

The second issue is that if the data is incorrect, I can't see what the filters values are :

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I tried to look into the API, but didn't find how to trigger the report broadcast.

I would be able to provide all the data (Present UUI, filter values, recipient email), and willing to create a script calling 200 times a report broadcast or even a pdf download, but I didn't find any way to do it.

Does anyone have an idea ?

Replies (5)

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Hello Josselin

Thank you for reaching out to the Yellowfin support.

This is to keep you informed that we have submitted a Jira task to the Product Team for further review or clarification. As soon as we hear back from them, I will update this case for your visibility. Feel free to let us know if you have any questions or concerns; we would be more than happy to assist you.

Regards

Siddhartha

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Hello Josselin

Greetings of the day!

Thank you for your patience. Using the web service SENDTOEMAIL, we are able to send multiple emails at once.

a2b00fe2509706544e048843e641531ePlease go through the below link for more information. (https://wiki.yellowfinbi.com/display/yfcurrent/Functional+Report+Services)


This is an example that I tried with the postman that is below.

'<alterationCommand xsi:type="xsd:string"></alterationCommand>'

In the line above we need to put the format for a report that we expect in email. I mean 'TXT', 'DOC', 'DOCX' etc.

Below is the format that I have used to send email successfully with PDF format mentioned,


<soapenv:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ser="http://service.web.mi.hof.com" xmlns:soapenc="http://schemas.xmlsoap.org/soap/encoding/">

<soapenv:Header/>

<soapenv:Body>

<ser:remoteReportCall soapenv:encodingStyle="http://schemas.xmlsoap.org/soap/encoding/">

<req xsi:type="ser:ReportServiceRequest">

<alterationCommand xsi:type="xsd:string">PDF</alterationCommand>

<loginId xsi:type="xsd:string">admin@yellowfin.com.au</loginId>

<password xsi:type="xsd:string">test</password>

<orgId xsi:type="xsd:int">1</orgId>

<reportId xsi:type="xsd:int">60860</reportId>

<reportOptions xsi:type="ser:ArrayOf_soapenc_string" soapenc:arrayType="xsd:string[]">

<string>tshepisot@test1.com</string>

<string>tshepisot@test2.com</string>

<string>Admin@yellowfin.com.au2</string>

</reportOptions>

<reportRequest xsi:type="xsd:string">SENDTOEMAIL</reportRequest>

</req>

</ser:remoteReportCall>

</soapenv:Body>

</soapenv:Envelope>


Please check the below screenshots for your reference. Is this what you are looking for? Please let us know if anything else comes up that we can help you with.


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Regards

Siddhartha

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Hello,

my problem is absolutely not about sending email, my problem is managing my broadcasts. I can't have my team using web services, they won't be able to do that.

Again, my problem is that :

  • I create a brodcast for a report, with say ClientFilter = "Client1", and send it to "Recipient1". I name the broadcast "Report 1"
  • I create a brodcast on the same report, with ClientFilter = "Client2", and send it to "Recipient2". I name the broadcast "Report 2"
  • And so one

In the end I have 100 brodcasts, each one with the client code.

However, when I look at the broadcast schedule, they all have the same name. This makes it impossible to maintain.

Thanks

Regards

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Hello Josselin

Greetings of the day!

Thank you for the response. I will check this with my wider team and get back to you soon.

Regards

SIddgartha

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Hello Josselin

Greetings of the day!

I have an update from the product team saying that the schedule management table contains not only tasks for broadcast, which is why there is no column with the recipient. However, we can see if the task was successful and details.
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In the 'broadcast' section we have a list of tasks with email subjects, where we can specify all needed info and, in such a way, easy to find a needed task. Besides that, we can see there if a task was successful.


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Please let us know if anything else comes up that we can help you with.

Regards

Siddhartha

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