The 'Run Report' Activity opens a pre-defined Service Cloud report in a new tab in the 'Oracle Service Cloud'. For example, if multiple Contacts are found for a specific caller based on Caller ID, PopFlow can run a Contact report that displays all matches found. You can also get all the report data and can perform different actions on the data without opening the report.
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The Report options give the ability where you can choose if you want to only open the reports or you want to perform some operation on the report data.
HOW IT WORKS:
A Simple Example to configure the 'Run Report' activity in PopFlow Studio.
Select the 'Run Report' activity from 'Activity Sidebar'.
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Unchecked: It will get the report data and save the result in the provided variable in the 'Save Result In' field. You can perform different actions on the report data.
Once the configuration of 'Run Report' activity is completed click outside of the panel to 'save & close' the activity.
After executing the workflow below 'tab' will be open in the Oracle service cloud. (Report option is checked)
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You can search in the list by entering the valid value in the given filter fields. When you click on the 'Search' button it will show the search result as shown below.
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As we are showing the contact report, if you double click on the contact row it will open the 'Contact' in a new tab inside the 'Oracle service cloud'.
Execute the workflow to perform some action on the report data. (Report option is Unchecked)
Here we have created a workflow to get the report data and open it in the 'Pop search and select' activity as shown below.
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You can configure the 'Pop search and select' activity to add searches by checking its document. You can check the documents.