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1) Set up user e-mail address in System Security User table
Navigation:
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Customize > System Security > Select applicable User > Continue > enter the applicable email address > Ok
System Security Business Rules
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2) Set up EMail configuration settings in Email Forms/Reports Maintenance
Navigation
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Customize > System Security > Select applicable User > Continue > enter the applicable email address > Ok
System Security Business Rules
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- Email Forms (#12) and Email reports (16) extended option control is removed from Email Forms/Reports Maintenance menu options. Menu options are available depending on user security setting.
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- When running Email Forms or Reports menu and associated extended option is off, user only has access to EMail Setup form.
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- No access is given to maintaining forms/reports to email configuration.
3) Admin sets Report Output Default to Email to current user
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- Add Option 8 - Email to Current User to Customize -> Report Output Defaults
4) Admin sets output defaults during Forms or Reports design
- forms
- The Forms designer and Report designer will allow you to set
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- option 8
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- (= Email PDF to Me) as a default output.
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- Customize report output defaults is updated to support
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- Email PDF to Me.
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- Add Option 8 - Email to Current User Forms Manager menu options
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- Add Option 8 to Print Output when printing text based form from Form Manager
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- Add Option 8 - Email to Current User Report Manager menu options
Using the Feature
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At time of print of a form or report there is an option 8 (Email PDF to Me <name@company.com> from step 1 if fits area email to me if it is too long).
Example: Accounts Receivable Printing Cash Receipt:
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