Run Report

Owned by Vishal Surve (Unlicensed)
Jun 11, 2019
2 min read
  • 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.

       

  • After opening the 'Run Report' activity, you will get the below configuration panel.

      

Default Configuration Parameters:

  • Report ID: The ID number of the report to be run.
  • Save Result In: Report data will be stored here.
  • Filters: The Filter criteria to be passed to the report to limit the displayed results (limit the content of the report). Access by providing a valid 'Report Id'.


HOW IT WORKS:


A Simple Example to configure the 'Run Report' activity in PopFlow Studio.

  • Select the 'Run Report' activity from 'Activity Sidebar'.
  • Click on 'Run Report' activity to open and configure the 'Run Report' activity.
  • Enter a valid report id inside the 'Report Id' field.
  • You can either change the 'Save Result In' variable name or you can use the name provided already in the field.
  • Click on the 'Fetch Details' if you want to get all the details of 'Report Id'. 
  • After entering a valid 'Report Id' filter button will be enabled as shown below.

      

  • You can add multiple Filters by clicking on the filter button.
  • In this example, we are opening the 'Contact' report if the caller Id has more than one contact.
  • Click on the 'Enter Filter' field to select the 'Property' of provided 'Report Id' as shown below.

      

  • Here we are checking if the Caller Id has more than one contact, so we will select the 'any_phone' property to filter the report.
  • After selecting the property, enter its value in the 'Enter Value' field as shown below.

      

  • 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.

    

  • 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.

   

  • As we are showing the contact report, if we double click on the contact row it will open the 'Contact' in a new tab inside the 'Oracle service cloud'.











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