The Report to PDF and Attach action will create and save a report in the selected record's attachment property that is set in the action's configuration.
The Report To PDF and Attach action will only be executed on a single selected record at a time. Executing the action will attach a file, using the Report Name, to the specified property. This will overwrite any existing attachment on that property.
- Report Source: This is the Report View that is used to generate the report. The view selection list will only display views that have a report entry in the "Other" tab of the Edit View designer. The Report View needs to have the Report Location correctly filled out and a report located in that directory on the DataVoke server to function correctly.
- Attach To: The property that will be used to contain the generated PDF report file. Only attachment properties will be shown in this list.
- Report Name: The file name for the PDF report file. This name is a string and can be generated using the expression editor.