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Category: Zap Report Scheduler
Protected: Excel Template Scheduling
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Protected: Scheduling Report Hourly using Microsoft Flows
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Protected: Using Workflow Capability to generate Report (Single Report Only)
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Protected: Using Power Automate OR Workflow to generate Report (Multiple Reports in single email)
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Protected: How to Password Encrypt PDF files generated using Zap Report Scheduler
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Protected: Using Power Automate OR Workflow capability to generate Word / PDF from Word Templates
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Trouble-shooting Retry attempts for Scheduled Report OR Triggered Word Template or Triggered Report
Please note that Retry mechanism has been added to: Schedule Report Document Generation Workflow for :WF Word Template Document Generation Workflow for :WF Report Multiple We had encountered a scenario where Word Template generation was failing frequently. This had happened on 28th and 29th Sept 2020. These were the 2 days when MSFT had […]
Viewing emails generated for a scheduled report
Once you have scheduled the report (by creating RS Scheduled records)…you can view the generated emails under the related section of the record (as shown in screenshot below): Closed Activties: will show the emails generated for this particular schedule (and status as completed / sent) Activities: will show the emails generated for this particular […]
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 […]
