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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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