Generating Email Attachments for Fixed Link Reports

Scenario

You want to generate a fixed link report and email it as an attachment to an already configured list of recipients in the Recipients Editor tab of the Notification application at a scheduled time. As a result, the report will be emailed in the specified format to the specific recipients from the Recipients Editor tab. For background information, see the reference section.

Prerequisites

• You have configured a Web Rule and created a fixed link.
• You have configured SMTP Email server using Notification extension.
• You have created recipients in the Recipients Editor tab of the Notification application. See Create Recipient Users or Recipient Devices in Creating and Configuring Recipients.

Overview

The workflow offers three options to manually send or schedule times to automatically send the email:

• Option 1 – Use the Application View to manually send the email from the fixed link itself.
• Option 2 – Use the Reaction Editor to program a reaction that will schedule the email distribution daily, weekly, or monthly.
• Option 3 – Use the Scripting Editor to write a script that will schedule the email distribution.