USAGE.md

Usage

There are two ways to use the Report Renderer.

Flow

The action can be included in a flow.

1. Create a new blank flow.

2. Add a Schedule trigger.

   

3. Add an Initialize Variable action. The keys must exactly match the names of the parameters on the report.

   

4. Add the Render Report action, select a report and select a report from the list. You must convert the Parameters variable to a string using an expression of string(variables('Parameters')).

   

5. Add a Send an Email action.

6. Under advanced options, add an attachment using the Output of the render action.

   

7. Save and test the flow.

Dynamics 365

You can call the action/plugin directly through the Web API.

1. Create the request class.

   var Sdk = Sdk || {};
   
   Sdk.RenderReportRequest = function (report, format, parameters) {
     this.entity = {
       entityType: 'report',
       id: report
     };
     this.Format = format;
     this.Parameters = JSON.stringify(parameters);
   
     this.getMetadata = function () {
       return {
         boundParameter: 'entity',
         operationType: 0,
         operationName: "bg_Render",
         parameterTypes: {
           "entity": {
             "typeName": "Microsoft.Dynamics.CRM.report",
             "structuralProperty": 5
           },
           "Format": {
             "typeName": "Edm.String",
             "structuralProperty": 1
           },
           "Parameters": {
             "typeName": "Edm.String",
             "structuralProperty": 1
           }
         }
       };
     };
   };
   

2. Call it.

   var report = '00000000-0000-0000-0000-000000000000';
   var format = 'PDF';
   var parameters = { Color: '#FF0000' };
   
   var request = new Sdk.RenderReportRequest(report, format, parameters);
   
   Xrm.WebApi.online.execute(request).then(result => {
       var response = JSON.parse(result.responseText);
       var output = response.Output;
   
       console.log(output);
   });