Attach format file task
An Attach Format File task attaches the output of a form report to a Notification record in a way that causes the form report output to be attached to messages sent using the Notification record. For more information, see Reporting in Maximo Real Estate and Facilities.
.
- Label
- This label identifies this task. This field's text appears on the shape in the drawing that represents this workflow task. Use the standards in Workflow naming conventions.
- Description
- A description of this task goes in this field.
- Format File
The Object Type field of this form's Attach Format File From section specifies the business object that must have been used to create the record for which the form report will be produced.
The value of this field is the name of form report template file that this task will use to produce form reports. To select a file, click the hyperlink to the right of the Format File label.
The task checks whether the file type supplied is a supported format, and if not, it attaches the file as-is (note that this does not work if Embed File is selected). The supported report formats are HTML documents, BIRT reports, and RPT files.
After you select a file, the name of the selected file replaces the previous text of the hyperlink.
- Embed File
- A form report can be included in an e-mail in two different ways:
- The form report can be embedded in the message, meaning that it will appear as part of the message's text. The advantage of sending a message this way is that the person reading the message need not do anything extra to see the report. To send the form report this way, select the Embed File check box.
- The form report can be sent as an attached PDF file or Microsoft Word or Excel file. When sent this way, the person reading the message generally needs to perform an extra mouse click to see the message in Word, Excel, or PDF. The advantage is that the report can be used in Word, Excel, or PDF. To send the form report this way, clear the Embed File check box.