Custom Emails

[Ernst]

In JIWA7 we had plugins for adjusting the email subject message etc e.g. "Sales Order Custom Email,Purchase Order Custom Email" DO we have any similar ones in JIWA8?

[Mike.Sheen]

In JIWA7 we had plugins for adjusting the email subject message etc e.g. "Sales Order Custom Email,Purchase Order Custom Email" DO we have any similar ones in JIWA8?

No, a plugin could do that, but we thought with the Email Templates you wouldn't need a plugin to do that - the template you select does that instead.

[Ernst]

OK I see I guess that works well, So once you select a template then it remembers it for next time.
We had quite a few scheduled emails also. e.g. to send Invoices each night, or to send out reports. See attached example.
Would this still work in JIWA8, Having trouble with Plugin.Manager.ResetReportSelectionFormulaTokens, and Plugin.Manager.AddReportSelectionFormulaToken

Plugin Accent Email - Sales with COGS report.xml

(85.1 KiB) Downloaded 577 times

[Mike.Sheen]

EmailReportDirect now wants a couple of dictionary parameters - ReportFormulas and ReportReplacementTokens - here is the signature:

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public void EmailReportDirect(JiwaFinancials.Jiwa.JiwaApplication.Report.Configuration.Report Report, string From, string EmailTo, string Subject, string CC, string BCC, string Message, string NameToGiveAttachment, ref string EM_Main_RecID, System.Collections.Generic.Dictionary<string, string> ReportFormulas = null, System.Collections.Generic.Dictionary<string, string> ReportReplacementTokens = null, bool RequestReadReceipt = false, string SourceID = "", string SourceType = "", string SourceDisplayNo = "", JiwaFinancials.Jiwa.JiwaApplication.JiwaSearch.clsSearch.SearchModes SourceDrillDownIndex = JiwaFinancials.Jiwa.JiwaApplication.JiwaSearch.clsSearch.SearchModes.jswUnknown, JiwaFinancials.Jiwa.JiwaApplication.JiwaReportProvider.ExportFormats ExportFormatType = JiwaFinancials.Jiwa.JiwaApplication.JiwaReportProvider.ExportFormats.PortableDocFormat, string SY_Forms_ClassName = "")

So instead of:

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Plugin.Manager.AddReportSelectionFormulaToken("{@PASS_FromAcc}", emailCandidate.DebtorStart)

You will want to create a dictionary for either or both ReportFormulas and ReportReplacementTokens, set the values and pass to the EmailReportDirect method.

ReportFormulas is for replacing the Crystal Report entirely with the provided value, ReportReplacementTokens will inspect formulas and replace parts of the formula matching the token key with the corresponding value.

From the look of your plugin, you're wanting to just set Crystal Formula contents, not a token replacement, so to just create a formula dictionary and add some values and pass that to EmailReportDirect, you would do:

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Dim formulas As New Dictionary(Of String, String)
formulas["{@PASS_FromAcc}"] = emailCandidate.DebtorStart ' Just setting a dictionary value will add it, or replace it if already present - no need to formally use Add
formulas["{@PASS_ToAcc}"] = emailCandidate.DebtorEnd
// And so on
Plugin.Manager.EmailReportDirect(reportToEmail, "admin@accent-tools.co.nz", emailCandidate.EmailAddress, message, emailCandidate.CCEmailAddress, "", message, FileName, EM_Main_RecID, formulas, null, "", False, sourceID, sourceType, sourceDisplayNo, sourceDrillDownIndex, exportFormatType);


[Ernst]

thx will give it a go..

[Ernst]

HI Mike, OK adjusted report to use the Formula method. But the report wont run under the plugin. The plugin just keeps reloading and reloading. Without actually running. I set up a test to just run the standard debtor report and same thing. Is the running of report to email working. Have just updated to 8.0.63?

report with formula

Plugin Accent Email - Sales with COGS report.xml

(90.28 KiB) Downloaded 4 times

Test plugin running standard report

Plugin Accent Email - Sales with COGS report.xml

(90.28 KiB) Downloaded 4 times

[Mike.Sheen]

Of course emailing with report attachments works - we use it daily.

Way too much noise in your first two example plugins for me to be able to troubleshoot - your attached plugin "Accent Email - Test Send Report" I was able to troubleshoot with a some effort.

My journey was as follows:

1. Imported plugin, inspected code and discovered that I had to modify it to use my email address(es) for sender and recipient, noted also I needed to alter the schedule because it was set once daily at 8am and I was not about to wait for that to happen.
2. Setup my system for emailing and the plugin scheduler service, verified emailing worked normally using Email Maintenance form, started Plugin Scheduler service
3. Noted that there was no error logged to event log, but no email came - did see events indicating the plugin scheduler was running the plugin on schedule.
4. Turned on LogApplicationEvents in Jiwa so the errors are logged, restarted plugin scheduler.

LogApplicationEvents.png (2.69 KiB) Viewed 167 times

5. Could now see in the event log an error - "Conversion from string "" to type 'Boolean' is not valid'

6. Examined plugin, using intellisense saw that there was an extra parameter being passed to EmailReportDirect - a literal "" which should not be there.
Changed

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Plugin.Manager.EmailReportDirect(reportToEmail, "sender@example.com", "recipient@example.com", message, "", "", message, "StockOut.PDF", EM_Main_RecID,Nothing , Nothing,"", False, sourceID, sourceType, sourceDisplayNo, sourceDrillDownIndex, exportFormatType)

To

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Plugin.Manager.EmailReportDirect(reportToEmail, "sender@example.com", "recipient@example.com", message, "", "", message, "StockOut.PDF", EM_Main_RecID,Nothing , Nothing, False, sourceID, sourceType, sourceDisplayNo, sourceDrillDownIndex, exportFormatType)

7. Restarted service
8. Now observed a new, different, error - That the Crystal Formula Pass_SP_FromDate had an invalid date value

9. Opened report SOMGT051 - Sales with COGS by Debtor.rpt, examined formula - removed spaces, saved report
10. In Jiwa, opened report maintenance and freshed the report SOMGT051 - Sales with COGS by Debtor.rpt, saved
11. Deleted cached report in ProgramData\Jiwa Financials\Jiwa 8\8.0.63... folder just in case
12. Restarted Plugin Scheduler service
13. Received email with report as attachment.

So in this specific instance the problem was 1. your call to EmailReportDirect had an extra parameter, and 2. The report SOMGT051 - Sales with COGS by Debtor.rpt had spaces in the Crystal Formula our engine did not like

I've logged DEV-13084 to adjust our report engine to tolerate those spaces - but you can work-around that before then either by editing the report and removing them as I did, or in your plugin creating a ReportFormulas dictionary, adding an entry for the Pass_SP_FromDate and passing that dictionary to EmailReportDirect.