Send Email with PDF attachment of a report from SRSReportView form in AX 2012 X++

 Hello, 

I have requirement to send an Email to the customer with attachment of a PDF file of Customer Aging report. For that I have done below customization and it is quite simple process that we can apply to any other report in Ax2012.

1. Create one button in SRSReportViewer form.

2. Enable this button for only required report, in my case its CustAging report So Im enabling it for CustAging report by adding a piece of code in Init method.

         ReportName = this.controller().parmReportName();

        if (ReportName == 'CustAgingReport.DesignWithNoDetailAndNoTransactionCur')

        {

           MailReport.visible(true);

        }

3. Now add the Code under the Mail button clicked method to create and send report PDF to the customer.

Clicked:

void clicked()

{

    Microsoft.Dynamics.AX.Frameworks.Controls.ReportViewer.AxReportViewer

    axviewer;

    Microsoft.Reporting.WinForms.ReportViewer   nviewer;

    Microsoft.Reporting.WinForms.LocalReport    report;

    //ERPReportMailParameter mailParameter;

    List                                        salesReplist;

    ListIterator                                listiterator;

    str                                          Salesreps;

    str                                          reportName;

    str                                          reportPath;

    int                                          dot;

    int                                          slash;

    str                                          documentName = 'CustAgingV1';

    SRSReportName                               srsReportName;

    SRSReportDesignName                         srsReportDesignName;

    System.Exception                            ex;

    System.Array                                bytear;

    System.Object                               no;

    System.IO.File                              file;

    str                                          tmpPath;

    System.IO.FileStream                        fs;

    SysEmailParameters      emailParameters = SysEmailParameters::find();

    ;

    if(!emailParameters.AttachmentsPath)

         warning('Attachments path not defined on Email parameters');

    super();

    axviewer = AxReportViewer.control();

    nviewer = axviewer.get_ReportViewerControl();

    try

    {

        //render as PDF

        report = nviewer.get_ServerReport();

        bytear = report.Render("PDF");

        no = bytear;

        salesReplist = this.GetSalesRep();

        listiterator = new listiterator(salesReplist);

        while(listiterator.more())

        {

            Salesreps += listiterator.value();

            listiterator.next();

            if(listiterator.more())

            {

                Salesreps += ',' ;

            }

        }

        documentName =  strfmt(" CustAgeing for %1 on %2 %3",Salesreps,

                                date2str(systemDateGet(),123,2,DateSeparator::None,2,DateSeparator::None,2),

                                         time2str(timeNow(),TimeSeparator::Dot,TimeSeparator::Dot));

        //path to temp. files

        tmpPath = emailParameters.AttachmentsPath + '\\' + documentName + '.pdf'/*System.IO.Path::GetTempPath()*/;

        //save to file

        fs = System.IO.File::Create(tmpPath);

        fs.Write(no,0,bytear.get_Length());

        fs.Flush();

        fs.Close();

        if(tmpPath)

        {

            this.sendReportAsEmail(tmpPath, Salesreps);

        }

    }

    catch(Exception::CLRError)

    {

        ex = CLRInterop::getLastException();

        info(ex.ToString());

    }

}

To Send mail I have created one more method in that :

private void sendReportAsEmail(FilenameOpen    _fileName,

                                str       _SalesRep )

{

    str              SalesRep;

    ListIterator    listIteratorLoc;

    SysEmailTable   sysEmailTable;

    str              emailAddress;

    Map             mappings           = new Map(Types::String, Types::String);

    Email           custAgingEmail  = CustParameters::find().E2C_CustAgingEmailId;

    ;

    // gets the salesrep mail Ids

    listIteratorLoc = new ListIterator(this.GetSalesRep());

    while(listIteratorLoc.more())

    {

        SalesRep = listIteratorLoc.value();

        if(SalesRep)

        {

            emailAddress +=  HcmWorker::findByPersonnelNumber(SalesRep).email();

        }

        listIteratorLoc.next();

        if(listIteratorLoc.more())

        {

            emailAddress += ';' ;

        }

    }

    if (custAgingEmail)

    {

        emailAddress += strFmt('; %1',custAgingEmail);

    }

    // Build your variable/text mappings

    mappings.insert('subject', strFmt('CustomerAging report of Sales rep %1 ', _SalesRep));

    mappings.insert('Salesrep', _SalesRep);

    sysEmailTable = SysEmailTable::find('CustAgeing');

   if(sysEmailTable.RecId)

    {

        SysEmailTable::sendMail(sysEmailTable.EmailId,

                            CompanyInfo::find().LanguageId ? CompanyInfo::find().LanguageId : 'en-nz', // Chosen language

                            emailAddress, // Who you're sending the email to

                            mappings, // Your variable mappings

                            _fileName, // Location of file attachment (server/client matters) or none

                            '' , // XML if you're using XSLT

                            true, // Traceable or not?

                            curUserId(),//'admin', // Sending user

                            true); // Use retries?

        info(strFmt("Email has been sent to  %1", emailAddress));

    }

    else

    {

       warning("Email template not found");

    }

}

This has worked in Ax 2012 version. If it is D365 we need to change Send Email process.

Note: For sending attachments from Ax 2012 we must need to use the files folder location  which is specified under the EMail Parameters

Thanks,

Happy Daxing !!