Report Automation 'Apply Bookmark' Not Working

[jackm75]

Hello all, 

I've created an automation to save a sheet as a PDF report to OneDrive. All is well except it seems to not want to apply the bookmark that I need based on the 'Apply Bookmark' block. I've tried reordering the block, but the issue persists. Any trick on where 'Apply Bookmark' needs to reside in the flow? 

I can confirm that opening the app directly, the bookmarks are public and apply as expected. 

Current flow:

Start > List Values of Field > Create Report > Add Sheet to Report > Apply Bookmark> Add Selection to Report > Generate Report>Check If Files Exists > If Yes Delete > Copy File

Thanks!

[AfeefaTk]

Hi @jackm75 

Please use the 'list current selections' block from the Qlik Cloud Services connector after the 'Apply bookmark' block in the automation to ensure the selections are actually applied.

Could you please double-check and let us know the feedback?

If you are still not able to make it work please share your automation workspace and we will have a look at it

Thanks!!

Afeefa TK

[AfeefaTk]

Hi @jackm75 

Sorry for the confusion

We noticed that reporting blocks won't accept selections or bookmarks you do in the automation session which means that you cannot use the 'Apply bookmark' endpoint to get the selections applied in the report generated

You need to manually add the selections in the ‘Add Selection To Report' block, see the “Add a Selection To Report” section in the help: https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_QlikAutomation/tutorials/rep...

Hope this helps!!

Thanks!!

Afeefa TK

[AfeefaTk · Accepted solution]

Hi @jackm75 

If you have multiple selections to be applied for the report, it would be difficult to add each selection using the ‘Add Selection To Report' endpoint

The workaround is to make use of apply bookmark /select field value/select field values by query endpoint and then use the 'list current selections' endpoint from Qlik Cloud Services connector to get active selections of the specified app. Within the 'list current selections' endpoint use the Loop block to loop over all the active selections and  then map the field name and values to the 'Add Selection to Report' endpoint in the Qlik Reporting connector

Please find the attached workspace and let us know if that solves your issue

Thanks!!

Afeefa TK

[jackm75]

Thank you for your responses! Adding 'List Current Selections' after the Apply Bookmark block, I do see the expected selections made. 

I should have also mentioned that the bookmark, in addition to selections, is applying a saved layout. While the selections are being made, the layout (expanded pivot fields) is not applied.  

[jackm75]

For now, I've removed the Apply Bookmark block and saved the main application in a way that fits the format for the report. Doing that along with adding of another 'Add Selection To Report' block to apply the needed filters seems to be producing the expected results.  I was hoping to be able to control the layout via automation since a static report needs to have a bit different look than the app itself. But, this will do for now. 

Thanks

[xzerolx86]

Hi,

I'm having the same problem.
 i don't understand well the solution.
Can you explain in detail or using some image?

[xzerolx86]

I need to put a bookmark in a flow.
the bookmark has the formula :

=Max(TOTAL date_Year),

and

=Max(TOTAL Month(today()-1))