Saving Generated Document to SharePoint – Sample Settings

You can automatically save the generated document to SharePoint when: – Scheduling Report OR – Scheduling View OR – Scheduling Excel Template Please find below sample settings: SharePoint related settings when scheduling excel template to save generated document in SharePoint: SharePoint folder Structure with generated file: Pre-requisite step: In RS Authentication page, ensure that you […]

Read More

Workflow Scheduling

This functionality allows you to schedule workflows to run on selected records! Why has this feature been added to Zap Report Scheduler Solution? Lot of our customers had requested help with Use-Case: Sending automated email with reports (as pdf) to Customers or Partners (eg sending cases summary report to all customers weekly or sending order […]

Read More

Workflow Scheduler UseCase: Sending automated email with reports (as pdf) to Customers or Partners (eg sending cases summary report to all customers weekly or sending order detailed report to partners (distributors) daily)

Use-Case: Sending automated email with reports (as pdf) to Customers or Partners (e.g. sending cases summary report to all customers weekly or sending order detailed report to partners (distributors) daily) There are 3 parts to this solution: 1. Report which runs on Account entity… retrieves all the Active and Closed Cases with modifiedOn in past […]

Read More

Troubleshooting

If the email (with report) did not generate based on the schedule created, below are the steps for troubleshooting: Step 1: Does the emails show-up in the related section of scheduled record? Refer KB article: Viewing emails generated for a scheduled report If not then proceed to next step… Step 2: Did you set the checkbox […]

Read More

Release Notes

Zap Helpdesk – Email to Case To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file.Please mention:– Company Name:– Contact Phone:– Need Demo: Yes / No– Requirements in brief:You can expect a response within 1-business day. Please use only official email address for communication. Step 2: […]

Read More