Select Action

Explanation

Report rules automate report customization by defining conditions and actions. When conditions are met during report generation, specified actions are executed. These actions can modify various report attributes such as layout, format, output options, and distribution. Multiple rules can be applied to a report, with their order of execution determined by defined priorities.

The Report Rule Engine is activated during the print process, influencing default print settings. You can define multiple levels of default properties within the print dialog to customize report output based on specific criteria using Actions.

For Report Designer layouts, the following Action Types are supported in the IFS cloud:

1. Set Property
2. Set Default property 
3. Preselect Property
4. Change System Setting 
5. Route to Connect
6. Send Email 
7. Print to Logical Printer 
8. Set Archive Property 
9. Check in to document management
10. Insert PDF
11. Sign PDF 
12. Set Print Agent Property
13. PDF Insert from Document Management

For Report Studio - Designer layouts, the following Action Types are supported in the IFS cloud:

1. Set Property
2. Set Default property 
3. Preselect Property 
4. Route to Connect
5. Send Email 
6. Print to Logical Printer 
7. Set Archive Property 
8. Check in to document management
9. Insert PDF
10. Sign PDF 
11. Set Print Agent Property

 

Prerequisites

• The selected report should be an operational report.
• As the user, you should be granted the required permission sets.  
• Required report projections must be included in the granted permission sets.
  

System Effects

n/a

Pages

Report Rule

Activity Diagrams

Add New Rule Actions