{"id":19837,"date":"2019-07-29T11:33:36","date_gmt":"2019-07-29T11:33:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=19837"},"modified":"2020-01-14T11:57:14","modified_gmt":"2020-01-14T11:57:14","slug":"use-click2export-workflow-to-export-dynamics-crm-report-templates","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/click2export-infocentre\/use-click2export-workflow-to-export-dynamics-crm-report-templates\/","title":{"rendered":"Use Click2Export Workflow to Export Dynamics CRM Report Templates"},"content":{"rendered":"

In our last blog, you learnt about exporting Word Template through Workflow. Now, let\u2019s see how to create workflow for Report Templates. Follow the steps given below for the same.<\/p>\n

1) To create a workflow, navigate to Settings > Processes <\/strong>and click on \u2018New\u2019 <\/strong>to create a new workflow.<\/p>\n

\"\"<\/p>\n

2) Enter the \u2018Process Name\u2019<\/strong>, select the \u2018Category\u2019 <\/strong>as \u2018Workflow\u2019<\/strong>and \u2018Entity\u2019 <\/strong>for which you want to create this workflow. Click on \u2018OK\u2019.<\/strong><\/p>\n

\"\"<\/p>\n

3) Here you can select whether you want the Workflow to be On Demand or trigger on a change of Options for Automatic Processes.<\/p>\n

\"\"<\/p>\n

4) First user needs to click on \u2018Add Step\u2019. <\/strong>Click2Export ships with one workflow assembly namely \u2018Inogic.Click2Export.ExportReport.ExportAndScheduleReports\u2019. <\/strong>This step is required to call the workflow for performing the selected action.<\/p>\n

\"\"<\/p>\n

5) Now click on \u2018Set Properties\u2019<\/strong> for Click2Export.ExportReport.ExportAndScheduleReports.<\/strong><\/p>\n

\"\"<\/p>\n

6) Now on the \u2018Click2Export Report Template <\/strong>select required \u2018Report Template\u2019 <\/strong>from the drop down options.<\/p>\n

7) User can select the required action i.e. Attach as a Note, Attach to an Email <\/strong>or Upload to SharePoint<\/strong> as True<\/strong> for performing the workflow accordingly and click on \u2018Save and Close\u2019<\/strong>.<\/p>\n

\"\"<\/p>\n

8) Now \u2019Save\u2019 <\/strong>and then \u2018Activate\u2019 <\/strong>the process.<\/p>\n

\"\"<\/p>\n

9) You can now see the workflow in \u2018My Processes\u2019.<\/strong><\/p>\n

\"\"<\/p>\n

Once the workflow is configured and triggered the process will start. You can create different workflows for different entities as per your requirement and export reports for further study.<\/p>\n

Thus, you have seen the process how to automate the process of expoting Report Templates.<\/p>\n

In case you have a query mail us at crm@inogic.com.<\/a><\/p>\n

Go back to Click2Export InfoCentre homepage<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

In our last blog, you learnt about exporting Word Template through Workflow. Now, let\u2019s see how to create workflow for Report Templates. Follow the steps given below for the same. 1) To create a workflow, navigate to Settings > Processes and click on \u2018New\u2019 to create a new workflow. 2) Enter the \u2018Process Name\u2019, select\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":15477,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"footnotes":""},"class_list":["post-19837","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=19837"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19837\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/15477"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=19837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}