How to trigger a scheduled email report with an UI Action in a scoped application (Utah)

[arnoldha]

Hi guys,

I'm facing a problem. I'm trying to fire a scheduled email report when someone clicks on an UI action in a list view.

Here's the code I've written :

function launchEvent() {

    var rec = new GlideAjax('sysauto_report');
    rec.addQuery('sys_id', '992296531b93sdijijç662d73604bcb3a');
    gs.executeNow(rec);

}

I've tried so many different things but it's not working because in a scoped application. 
Something I would love to have, is a pop-up message saying that the report had been sent (or not).

Could someone help me on this ?

Thanks in avance

[Amit Gujarathi]

HI @arnoldha ,
I trust you are doing great.

To resolve your issue and achieve the desired functionality, you can follow these steps:

1. Create a UI Action:

   • Navigate to the list view where you want the UI action to be available.

   • Go to the "UI Actions" related list on the form.

   • Click on "New" to create a new UI action.

   • Provide a name for the UI action, such as "Send Report".

   • In the "Table" field, enter the name of the table you are working with.

   • In the "Action name" field, enter a unique name for the action, like "send_report_action".

   • Choose the appropriate conditions and roles for the UI action visibility.

   • In the "Script" section, enter the following code:

function launchEvent() {
    var rec = new GlideAjax('sysauto_report');
    rec.addQuery('sys_id', current.sys_id); // This will pass the current record's sys_id
    gs.executeNow(rec);

    // Show a pop-up message
    gs.addInfoMessage("The report has been sent.");
    action.setRedirectURL(current);
}
launchEvent();

1. • Save the UI action.

2. Create a Script Include:

   • Navigate to "System Definition" -> "Script Includes".
   • Click on "New" to create a new Script Include.
   • Provide a name for the Script Include, such as "sysauto_report".
   • In the script section, enter your implementation logic for generating and sending the report. Make sure to handle the provided sys_id parameter appropriately.
   • Save the Script Include.

3. Test the UI Action:

   • Go to the list view where you added the UI action.
   • You should see the "Send Report" UI action available for each record.
   • Click on the UI action for a specific record, and it will trigger the script you defined.
   • The report will be sent, and a pop-up message saying "The report has been sent" will appear.

[arnoldha]

Thanks Amit for your answer! I adapted my code with your input, and received an error saying:

rec.addQuery is not a function

I changed the code to look like this :

function launchEvent() {
    var rec = new GlideAjax('sysauto_report');
    rec.addParam('sys_id', '<sys_id>');
    gs.executeNow(rec);

    // Show a pop-up message
    gs.addInfoMessage("The report has been sent.");
    action.setRedirectURL(current);
}

But now the error changed to:

Uncaught ReferenceError: gs is not defined

For the second part about the Script Include, is it really needed ? Because I just want the UI Action to trigger the Scheduled Email Report

[arnoldha]

Apparently, I have to create a client script as well.

Here's the code I have

UI Action Script:

function launchReport() {
    var ga = new GlideAjax('report');
    ga.addParam('sysparm_name', 'runReport');
    ga.addParam('sysparm_report_sys_id', '<sys_id>');
    ga.getXMLAnswer(function(answer) {
        if (answer) {
            alert(answer);
        } else {
            alert('No response received');
        }
    });
}

And on the Script Include:

var report= Class.create();
report.prototype = Object.extendsObject(global.AbstractAjaxProcessor, {
    runReport: function() {
        var reportSysId = this.getParameter('sysparm_report_sys_id');
        var reportGR = new GlideRecord('sysauto_report');
        if (reportGR.get(reportSysId)) {
            var sysReport = new GlideSysReport(reportGR);
            sysReport.execute();
            return 'Report executed successfully';
        } else {
            return 'Report not found';
        }
    },

    type: 'report'
});

But when clicking on the UI Action button, I receive a "No response received" message. Does anyone see what I'm missing ?