Binarycode (Microsoft Dynamics AX 2012 and D365FO): Run ER Report through code and send as an Email attachment

str subject = strFmt("Subject: %1 [Ref#]", AccountNum);
str body = "<body><p>Dear Sir/Madam,</p><p>Please find attached.</p><p>Yours sincerely,<br>XXXX</p></body>";

if (email)
{
	var fileDestination = ERObjectsFactory::createFileDestinationAttachmentWithOtherDocuType(CustTable);

	Query query = new Query();
	query.addDataSource(tableNum(CustTable))
	.addRange(fieldNum(CustTable, AccountNum))
	.value(CustTable.AccountNum);
	
	str attachmentName = strFmt("OP-%1-%2", CustTable.AccountNum , DateTimeUtil::getSystemDateTime());

	str fileName = strFmt("%1.docx",attachmentName);

	ERObjectsFactory::createFormatMappingRunByFormatMappingId((select ERFormatMappingTable where ERFormatMappingTable.Name == CASParameters::find().ERCorporatePreSuspensionFormatName).RecId, fileName)
	.withFileDestination(fileDestination)
	.withParameter(new ERModelDefinitionDatabaseContext()
	.addQuery(tableNum(CustTable), query))
	.run();

	EmailService_XX::sendEmailAttachment(subject, body, email, this.getAttachmentData(member,fileName), attachmentName);
}
else
{
	throw error(strFmt("No primary email found for : %1", AccountNum));
}


 public static void sendEmailAttachment(
        str                     _subject,
        str                     _body,
        SysEmailAddress         _emailAddr,
        DocuRef                 _docuRef,
        str                     _fileName)
{
	SysMailerMessageBuilder mailer = new SysMailerMessageBuilder();

	mailer.setSubject(_subject);
	mailer.setFrom(SysEmailParameters::find().SMTPUserName);
	mailer.setBody(_body);
	mailer.addTo(_emailAddr);

	var conversionResult = ERPdfConversionService::convertFileToPdf(DocumentManagement::getAttachmentStream(_docuRef), ".docx");

	mailer.addAttachment(conversionResult.ResultStream,strFmt("%1.pdf",_fileName));

	try
	{
		SysMailerFactory::sendNonInteractive(mailer.getMessage());
	}
	catch(Exception::CLRError)
	{
		System.Exception ex = CLRInterop::getLastException();
		error(ex.Message);
		ttsbegin;
		_docuRef.selectForUpdate(true);
		_docuRef.delete();
		ttscommit;
	}
	finally
	{
		ttsbegin;
		_docuRef.selectForUpdate(true);
		_docuRef.delete();
		ttscommit;
	}
	
}

//////////Another class

using Microsoft.Dynamics365.LocalizationFramework;
using TL = Microsoft.Dynamics365.LocalizationFramework.Telemetry;
using BCS = Microsoft.Dynamics365.LocalizationFramework.ExternalApi.BCS;
using DC = Microsoft.Dynamics365.LocalizationFramework.Services.DocumentConversion;
using EA = Microsoft.Dynamics365.LocalizationFramework.ExternalApi;

/// <summary>
/// Class to provide access to PDF conversion process for Office documents.
/// </summary>
static class ERPdfConversionService
{
    private static EA.MicrosoftInternalUseOnly.IOfficeConversionClient conversionClient;
    /// <summary>
    /// Converts given Microsoft Word or Excel file stream to PDF.
    /// </summary>
    /// <param name = "_stream">A given file stream.</param>
    /// <param name = "_fileExtension">A given file extension.</param>
    /// <param name = "_requestId">A request id to track request; optional.</param>
    /// <param name = "_conversionSettings">Conversion settings; optional.</param>
    /// <param name = "_localeIdentifier">The locale identifier.</param>
    /// <returns>The conversion result.</returns>
    [Hookable(false)]
    static BCS.ConvertToPdfResponse convertFileToPdf(
        System.IO.Stream _stream, 
        str _fileExtension, 
        guid _requestId = newGuid(), 
     //   ERFormatFileDestinationPdfConversionSettings _conversionSettings = null,
        int _localeIdentifier = 0
    )
    {
        BCS.ConvertToPdfRequest request = new BCS.ConvertToPdfRequest();
        request.FileStream = _stream;
        request.ClientCorrelationId = _requestId;
        request.ClientName = identifierStr(DynamicsAxElectronicReporting);
        request.FileExtension = _fileExtension;
        request.PageOptions =  null;
        request.LocaleIdentifier = _localeIdentifier;
        var conversionClient1 = CASERPdfConversionService::getClient();
        return conversionClient1.ConvertToPdf(request, TL.ElectronicReportingMappingTelemetryLogger::Log);
    }

    /// <summary>
    /// Gets the client.
    /// </summary>
    /// <returns>Office conversion client.</returns>
    internal static EA.MicrosoftInternalUseOnly.IOfficeConversionClient getClient()
    {
        if (conversionClient == null)
        {
            conversionClient = EA.BCS.BcsApiClient::Instance;
        }
        return conversionClient;
    }

    /// <summary>
    /// Sets the client.
    /// </summary>
    /// <param name = "_conversionClient">A conversion client.</param>
    /// <remarks>For testing purpose.</remarks>
    internal static void setClient(EA.MicrosoftInternalUseOnly.IOfficeConversionClient _conversionClient)
    {
        conversionClient = _conversionClient;
    }
}


///////

Binarycode (Microsoft Dynamics AX 2012 and D365FO)

Thursday, October 2, 2025

Run ER Report through code and send as an Email attachment

No comments:

Post a Comment

Table browser URL in D365FO