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Last Post 05/14/2019 8:06 AM by  Dave Curtis
Infoset as Attachment?
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thummel1
Data Analyst II
Fairview Health Services
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03/26/2019 12:27 PM
    Hi, we are on LBI V10. I am looking for a creative way that will allow data to be sent as an email attachment in a smart notification outside of the organization. Ideally, I'd like to convert the data generated from an Info set to an Excel or CSV document, include it in the notification as an attachment versus in the body of the email, and deliver to the recipient.

    All creative ideas are welcome, thanks,

    Tania H

    Dave Curtis
    Manager, HRIS
    University of Maryland Medical System
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    05/08/2019 3:59 PM
    Personally, when I want to send out an attachment of data I create an LBI report and use a schedule to process and send the data file. LBI has more options for formatting the data etc. Even if you want the report to be built from a Smart Note infoset you can do that since each infoset can be referenced with a SQL query.

    However, if a smart note is sent with a table in the email body it can also include that table as an attachment. Typically they show as ATT00001.xls or something like that but you can save and open the table data in Excel.

    To have smart notes include the table as an attachment, the template you use has to have the reference to what format you want to include.

    For example, the template I am going to attach has a reference near the bottom
    [template=Audit Email Template&type=XLS]

    This is the section that makes the SN send an attachment in XLS format.
    Attachments
    thummel1
    Data Analyst II
    Fairview Health Services
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    (200 points)
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    05/13/2019 3:44 PM
    Thank you for your response. Let's say I wanted to use the template you've attached as my format. If I were to create a high level outline of the process, does this capture the steps needed?

    1. Create and save Info Set
    2. Create and save Notification ( designed to trigger when there are new keys).
    3. In Notifications, under Personal Settings, save attached template to our list of templates
    4. In Notifications, under Step 4, tab called 'Formatting Template', click to add this template to the notification and save
    5. When smart note is triggered, the notification will be delivered with the data as an Excel attachment as well as in the body of the email.

    If there are any steps that need tweaking, or added steps needed, feel free to add. I am not familiar with how to create the attached design format, or if it is as simple as using it as-is. If it's something that must be custom designed per each notification, then I will need educate myself on that topic, which I can research independently (unless you have any resources readily available!) Thank you!
    Tania
    Dave Curtis
    Manager, HRIS
    University of Maryland Medical System
    Veteran Member
    (380 points)
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    Posts:132


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    05/14/2019 8:06 AM
    Steps to add a new template
    1. Go to Admin menu
    2. Under Content go to Content Administration Tool
    3. Check box for Templates
    4. Click GO
    This should open a list of templates you have. If you are only using the standard, you will see at least “Lawson Default”.
    5. Click Edit next to one of the templates
    This will open the Add/Edit Templates screen
    6. In the Add/Edit Templates screen paste the text from the template I posted into the Enter HTML box.
    7. Give your template a name
    8. Make sure the Embed this template inside another box is blank
    9. At the bottom of the page; check the box for All Device Types
    10. Click on SAVE NEW (make sure it is SAVE NEW so it creates a new one and does not edit the existing one)

    After you create the template you can create your infoset and notification as you normally would. In the Related Info section of the notification, you will go to the Formatting Template tab and you will select the template you created from the Use this template selection box, if you do not see your new template in the list, try hitting the Refresh button.

    Once you select the new template, try doing a preview to make sure the look of the notification is what you expect.
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