Plugin Save Report in Jitterbit App Builder

This plugin runs a Crystal Report and saves the PDF to the /vinyl/data/pdf/ directory. The plugin will search the object that the event it is attached to sits on for the below fields. These fields are case sensitive.

This has only been tested for the ExcelWorkbook export format, but the export only returns the amount of records that your report panel allows, which defaults to 1000. If you do not set a Rows Per Request for your report's panel, you will only be able to see the first 1000 records. This field accepts very large values, tested with 1,000,000.

Note

This Plugin was formerly named SaveCrystalReport

To configure panel row limit

From the Report page in your app, go to Action Drawer > Design this page
Click the More button and select Edge Case
Under Report Options, set the numeric value for Panel Row Limit. For example: 10000
Click Save

Field Name	Required by Plugin	Description
reportGuid	*	The guid for the Crystal Report page to run. You can find this by designing your page, and then clicking page Edge Case settings, and copying the ControlID in the URL
fileName	*	The filename to name the file in the directory
bindingCriteria		Using dynamic substitution with values in the business object (i.e. {{CustomerID}}), you can define the binding criteria that will be used when the action is executed. For example, if you wanted to bind into a specific Customer and Order, you would create a new column aliased as bindingCriteria and define it as: `abdb5281-bf48-4161-818e-1cb851ad5cca` as CustomerID 123 as OrderNo `'CustomerID=' \|\| cast({{CustomerID}} as nvarchar(50)) \|\| '&OrderNo=' \|\| {{OrderNo}}` as bindingCriteria When {{nm.ab}} then runs the binding criteria it will use the following string `CustomerID=abdb5281-bf48-4161-818e-1cb851ad5cca&OrderNo=123` Note, any non-string data types will need to be cast as a string to be included in the binding criteria string value.
fileDataSourceId		The data source to save the report to. The data source must be a file data source, ie. Local File System, Network File System, or S3
printer		To print from the {{nm.ab}} server to a printer, include this field in your data object. If the value is empty, it will print to the default printer. Otherwise it will look for a printer with the name specified and print to that. Specifying an invalid name results in an exception. Printing is performed from the {{nm.ab}} Server, not from the users' browser.
exportFormatType		Can be used to pass other formats to the Crystal Report engine. The default is to generate a PDF, but other possible values (untested) are: RichText WordForWindows HTML32 HTML40 ExcelRecord Text CharacterSeparatedValues TabSeparatedText EditableRTF Xml RPTR ExcelWorkbook PortableDocFormat (use this value if looking to output as PDF document)

Note

exportFormatType values are case sensitve.