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  • 1.  KnowledgeSync/Sage Alerts and workflow question. I

    Posted 04-27-2018 14:26
    KnowledgeSync/Sage Alerts and workflow question. Ive got an action creating a flat file dynamically using the customer name and current date (...SAGE\Sage Alerts and Workflow\Attachments\FF\{CustomerNo}.{%Current Date YYYYMMDD%}.csv) The file gets generated ok, but I cant seem to attach it to an email - either in that specific event, or a new one. The error I am getting says it can't find the file ...{CustomerNo}.04272018.csv So it's like the ""dynamic"" portion only picks up the date. the Query is there, and obviously able to see the customer number as it generates the file. Anyone run into this before?


  • 2.  RE: KnowledgeSync/Sage Alerts and workflow question. I

    Posted 04-30-2018 15:08
      |   view attached
    Try setting up a report definition with the Output Filename containing the dynamic variables. Have the rpt set up to export cleanly to csv or whatever your desired output is and have a parameter to restrict the records then in the event set up, on the reports tab, select your report definition and use a dynamic value from your events recordset to fill the parameter for the report. You then won't need anything on the Files or Actions tab. See images for examples. The Files and Actions > Create File don't seem to work well together when you need a file for each record. Could be a bug or WAD, i don't know.


  • 3.  RE: KnowledgeSync/Sage Alerts and workflow question. I

    Posted 05-01-2018 05:48
    Good idea @DavidSpeckII I'll give that a shot!