we are currently using Qlik NPrinting and are moving to Qlik Cloud Reporting Services. We have multiple reportings where CSV-files are send via NPrinting to users. As this does not seem possible anymore in Qlik Cloud I have tried out a "workaround" using Qlik Automation. The process looks like this:
1. Get the relevant straight table 2. Create the data file (CSV) 3. Send Mail
With point 3 I have a problem. For Qlik Cloud Reporting Services we have configured our M365 mail account which we will use. The block "Send Mail" seems to only allow SMTP konfiguration in the area "Configuratoin" as I do have to insert the SMTP credentials. Is there anyway that I can use the same M365 mail account as configured in the settings for Qlik Reporting services? Or is there any other smart way to send CSV-files via mail?
From what I have seen, the Microsoft 365 email provider configured under the Qlik Cloud tenant settings is not directly reusable by the generic “Send Mail” block in Qlik Application Automation.
For Automations, the Send Mail block normally requires its own SMTP configuration. So if the requirement is to send a CSV attachment generated by the automation, the usual approach is still:
1. extract the straight table data, 2. create the CSV file, 3. send it using an SMTP/mail connector that supports attachments.
If your organisation does not allow SMTP credentials for M365, another option could be to save the CSV to OneDrive/SharePoint and send a link using the Microsoft 365/Outlook connector, depending on your security policy and whether attachments are mandatory.
So, at the moment, I would not assume the Qlik Reporting Services M365 mail account can be reused directly inside the Automation Send Mail block.
You can use Microsoft Outlook 365 connector in Qlik Automate which has Send Mail with Attachments block which you can connect using your M365 Account. Using the above block you can send CSVs via Mail.
