Convert Smart Report to PDF

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Convert Smart Report to PDF is a new Workflow activity available for all Workflow Subjects which converts a Smart Report into a PDF file that is then published in Document Management. Note: Convert Smart Report to PDF activity is available for all Workflow Subjects but it can be progressed in a workflow only if CCH Document Management is installed.

Details

To set the Step Properties:

In the Smart Report Name field are listed all the reports created in Smart Reports. From the Smart Report Name list, select a report. The Convert Smart Report to PDF activity will run the report on the client that has the workflow started and then will convert to PDF and upload the file in Document Management.
Select a step to jump to if the Convert Smart Report to PDF step is completed
Select a step to jump to if the Convert Smart Report to PDF step fails to complete

In the example above, the Client/Contact workflow contains the Convert Smart Report to PDF activity which is using the CCH Debtor Statement report.

If the activity is progressed with success, the CCH Debtor Statement report that was run by the Convert Smart Report to PDF for the client on which the workflow was started, is converted to a PDF file and then it is published in Document Management.

The file that is uploaded in Document Management has the following name format:

‘Report Name’ for ‘Client Name’ [ContactID].pdf

A new Document Type, called Smart Reports, that is using the new Document System Type with the same name, has been added in the Document Types screen. All the files generated by the Convert Smart Report to PDF activity are uploaded in Document Management with the Document Type: Smart Reports.

Go to File> Maintenance> Document Management > Libraries and Types and make sure the document type that is associated with the Document System Type: Smart Report is available for the Client library (the library that has the Type: Client Filing within File> Maintenance > Document Management > Libraries).

If the report that is run by the workflow activity returns no data on the client which has the workflow running, the Convert Smart Report to PDF fails to progress and the following message is displayed in the Workflow Log:

Two workflow templates have been supplied that can be used by practices to email statements

CCH Practice Management Statements
CCH Document Management Email Statements

These above two templates have been added in the Standard Workflows screen. The CCH Practice Management Statements workflow template contains the workflow activities described above and it can be used to generate and publish the statement in Document Centre and the CCH Document Management Email Statements workflow template can be used to email the statements to clients.

A new CCH Statement Email Template.dotx has also been added within the Deploy> Templates folder. This template can be used for the Body Template when using the Convert doc to Email activity. For practices wishing to use this template, copy and paste this into your standard Mail Merge Template location: File>Maintenance>Document>Mailing Settings>Templates Path.

Note: If practices wish to amend the workflow templates, we recommend using the Save As option from Standard Designer to create a new template.