Crystal Enterprise - Schedule Email

[Salad82]

Hi,

I am looking to schedule just an email in Crystal Enterprise to allow me to send out a daily email to the business.

ideally i would also like to insert a hyperlink to an excel file also.

Any ideas?

Thanks

 

[RepRider]

I schedule reports to be sent out by email to staff in our agency through InfoView which is part of the Enterprise.

There is a spot where you add a message to be sent with the email and I think you could put a web address in there. I can test that out.

The report/email can be scheduled for almost any timeframe including daily.

Let me know if this is what you are looking for and I can explain more.

 

[Salad82]

Thanks RepRider,

we have a number of reports which we send out, but what i need to do is just to send an email.

essentially, we have an email that goes out twice daily with a link to an excel worksheet which allows the user to detail any requirements they have for that day.

i therefore need to be able to send an email with a hyperlink to this file rather than doing this manually.

Thanks for your help

 

[briangriffin]

Does the filename change each time? If so, it's going to be difficult to link to it dynamically.

On the other hand, if it doesn't change each time then the users could just have shortcuts to the Excel file on their desktops.

Regardless, if you create a blank report, it doesn't even need a datasource, you can create a text object in the report header - "Click here for latest Excel file".

Then right click on the text object and select Format Field. The last tab is titled Hyperlink - on that tab you can select File as the hyperlink type, and browse to the file location. Now the text object will open the file when clicked, you may want to format the text blue to make it obvious that it's a link.

 

[Salad82]

Hi,

Thanks for the reply. i cant attach a report as an object as the user accesses the reports through a citrix environment as they dont have Crystal.

I have now managed to run the report bu schedulling the report to run, but not attaching the object. This works well (although the text is plain text.

now all that remains is to add a hyperlink to the email text. any ideas?

Text Example:

Morning All,

Please see below the link for today’s deliverables.

Link:
S:\Folder1\SheetName.xls

Kind Regards,