Email with pdf attached using Management Console

[christian77]

Hi:

I need to send emails to different recipients,
containing a pdf attached. Each pdf must be referenced by a field and it must
be sent to the correct recipient. I do not want to use any macro this time, I want to use the Management Console.

Does anybody know how to do that?

Thank you all.

[Miguel_Angel_Baeyens]

Hi Christian,

In the QMC (QEMC if you are running version 10) check the Documents, Source Documents tab. You can create a new task to distribute a document looping by each of the values in a field, then sending it by email. It depends on how you have your document created the specific task but the Distribution task is the one you need, then specifying "File Type" set to PDF and the report you are going to send.

Hope that helps.

Miguel

[christian77]

Hi Miguel, a few more questions.

Do we need to have Publisher license?

Must those pdf documents be created before? Or QMC shoots the document to generate them from a previously created report, at the moment they have to be sent?

Are they two different tasks?

Thank you.

Muchísimas gracias Miguel.

[Miguel_Angel_Baeyens · Accepted solution]

Christian:

You need a Publisher License in order to generate the tasks plus a PDF Distributor License should you want to allow Publisher create the PDF files based on QlikView reports.

Of course, you can have PDF documents beforehand in a shared folder, but as long as this is not something QlikView does, you will need to create a supporting task that searches those PDF files and attaches to an email object (kind of a macro, but out of a QlikView application).

You can perform a reload, reduction and distribution in the same task. However, you might need to create separate tasks if the document is huge and it takes too long to end the task.

Hope that helps.

Miguel

[christian77]

What I understand is:

Publisher license needed.

PDF distributor license needed as well.

Attach documents to an e-mail out from QlikView. (I use to do it with QlikView and it worked), before the distributing task.

Once each PDF is attached to the correct email, the QMC will send the emails.

[Miguel_Angel_Baeyens]

Christian,

Bear in mind that QlikView does not behave in Desktop/Local the same way it does in Server/Client in regards to macros.

Just to clarify, if the PDF file is generated out of QlikView, and therefore QlikView does not have to create any PDF file from an existing report in an existing QVW, then the PDF Distributor License is not required.

The distribution by email in QlikView Server sends an email with either a PDF (generated from a report as mentioned above) or a QVW attached, but as far as I know it does not allow you to select any other files from your hard disk or shared folder.

Hope that helps.

Miguel

[christian77]

Hi Miguel:

I know it is a different behavior.

I use to do all that with a macro.

The macro filtered each value of a field, generate the pdf from a report, name the pdf, then attach it to an email and send it to the correct address.

I guess new times bring new limitations.

Sometimes the developer thinks that a feature is going to work via web, since that feature is there always and the interface does not tell you whether that’ll work or not. For example, the scroll bar in its light view, does not work in Ajax. Why to do it then?

Thanks a lot for your help.

Gracias Miguel.