pub:smartrouting6
Differences
This shows you the differences between two versions of the page.
Next revision | Previous revisionNext revisionBoth sides next revision | ||
pub:smartrouting6 [2018/05/24 16:06] – external edit 127.0.0.1 | pub:smartrouting6 [2022/04/12 19:01] – [Using individual mapped fields to create the Subject Line:] kkramer | ||
---|---|---|---|
Line 5: | Line 5: | ||
===== Overview ===== | ===== Overview ===== | ||
- | Smart Routing is a set of features in iDocs that permits the automatic routing of merged documents to Email, Fax and/or Print. It is implemented in two basic ways: | + | Smart Routing |
Line 76: | Line 76: | ||
**Invalid Out Queue** : if target destination is unresolved, the output is removed or moved to Invalid Out Queue (if specified) | **Invalid Out Queue** : if target destination is unresolved, the output is removed or moved to Invalid Out Queue (if specified) | ||
+ | An enhancement for IFDClient was added in 6.95 (7/24/20). If the IFDClient DataQ is specified, when smart routing is processed, it will create a temporary PDF into /tmp/idocs – this PDF is independent with any PDF created for SR mail, then a message is sent to data queue. If IFDClient is running, it will be able to download this PDF into PC user. | ||
+ | By default, Data is *SPJUSR which is the user ID of original spool file. Thus, if IFDClient is monitoring the data queue with key is user ID, the PDF will be sent to respective user ID. | ||
==== Email Settings ==== | ==== Email Settings ==== | ||
Line 90: | Line 92: | ||
Some other settings are: From Address, CC Address, BCC Address, Email Subject, Mail Message… have similar usage as To Address in main screen, it means only database field, column position or constant value is input. | Some other settings are: From Address, CC Address, BCC Address, Email Subject, Mail Message… have similar usage as To Address in main screen, it means only database field, column position or constant value is input. | ||
- | * **CC Address:** indicate the CC address; the usage is same as ‘TO Address’. The intention of adding the constant value is in case the user wants to have a copy to someone; | + | * **CC Address:** indicate the CC address; the usage is same as ‘TO Address’. The intention of adding the constant value is in case the user wants to have a copy to someone; |
* **BCC Address:** indicate the BCC address, the usage is same as **TO Address** | * **BCC Address:** indicate the BCC address, the usage is same as **TO Address** | ||
- | * **Subject: | + | * **Subject: |
* **Request Delivery Receipt** | * **Request Delivery Receipt** | ||
- | * **Message: | + | * **Message: |
+ | |||
+ | |||
+ | ==== Using individual mapped fields to create the Subject Line: ==== | ||
+ | |||
+ | On the Subject' | ||
+ | |||
+ | Example: | ||
+ | Select the form application with option **8=Work with map fields** and review the defined mapped fields: | ||
+ | < | ||
+ | 8/ | ||
+ | | ||
+ | Form: ANGUYENSR1 Spoolfile EMAIL_TEXT | ||
+ | |||
+ | 1=Select | ||
+ | |||
+ | From | ||
+ | Sel Fld Name | ||
+ | | ||
+ | | ||
+ | | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | | ||
+ | |||
+ | | ||
+ | |||
+ | |||
+ | </ | ||
+ | Spool File data:\\ | ||
+ | {{: | ||
+ | |||
+ | Work with Form Application and select option **14=Smart Routing**. The following Smart Routing Configuration screen is displayed: | ||
+ | |||
+ | < | ||
+ | 8/ | ||
+ | | ||
+ | |||
+ | | ||
+ | 1st Key: INVOICDEID | ||
+ | | ||
+ | Email Settings | ||
+ | File SRTEST1 | ||
+ | TO Address | ||
+ | OR Constant Value . . . . | ||
+ | Invalid Mail Out Queue . . TUANANH | ||
+ | Fax Settings | ||
+ | File SRTEST1 | ||
+ | To Fax Number . . . . . . . @FAXTONO | ||
+ | OR Constant Value . . . . | ||
+ | Invalid Fax Out Queue . . . TUANANH | ||
+ | Print Settings | ||
+ | File Library . *LIBL | ||
+ | Printer Queue *LIBL / | ||
+ | OR Constant Value: | ||
+ | Invalid Printing Queue . . FORM001 | ||
+ | | ||
+ | | ||
+ | |||
+ | </ | ||
+ | |||
+ | Now select **F6=Email Settings**. The following Smart Routing Configuration - Email screen is displayed: | ||
+ | < | ||
+ | 8/ | ||
+ | | ||
+ | |||
+ | | ||
+ | File: SRTEST1 | ||
+ | | ||
+ | | ||
+ | |||
+ | |||
+ | From Address. . . . . . . . | ||
+ | OR Constant Value . . . . | ||
+ | CC Address | ||
+ | OR Constant Value . . . . | ||
+ | BCC Address . . . . . . . . | ||
+ | OR Constant Value . . . . | ||
+ | Subject . . . . . . . . . . | ||
+ | < | ||
+ | Request Delivery Receipt | ||
+ | Message . . . . . . . . . . | ||
+ | OR Constant Value . . . . | ||
+ | This is test message of smart routing dynamic SUBJECT from mapped fields | ||
+ | + | ||
+ | | ||
+ | </ | ||
+ | Note that **Invoice** is the constant value text\\ | ||
+ | **& | ||
+ | **& | ||
+ | |||
+ | Output example of Subject line:\\ | ||
+ | {{: | ||
+ | |||
+ | ==== Using individual spool file attribute values to create the Subject Line and Message Body: ==== | ||
+ | |||
+ | On the Subject' | ||
+ | |||
+ | < | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | & | ||
+ | </ | ||
==== Fax Settings ==== | ==== Fax Settings ==== | ||
Line 105: | Line 224: | ||
==== Print Settings ==== | ==== Print Settings ==== | ||
Print Settings is also defined as Email Settings | Print Settings is also defined as Email Settings | ||
+ | |||
+ | ===== Smart Routing Examples ===== | ||
+ | ==== Example 1 ==== | ||
+ | Description: | ||
+ | We’ll use the EXAMPLE01 Form Application with the Invoice spool file which is a one page invoice. | ||
+ | |||
+ | When the Form Application is merged with the spool file sequences 1, 2, and 3 will be outputted to a Destination Out Queue with a writer for printing. In our example the Out Queue is called GOODOUTPUT. | ||
+ | |||
+ | Sequence 4 has a Destination Out Queue *EMAILPDF which is a reserved destination. *EMAILPDF will trigger iDocs to use Smart Routing. In our example we are using the iMail Address Book (option 3. Work with Users from the iMail menu) to acquire the email destination address; and we are using option 14.Smart Routing on the Form Application to configure the settings to trigger the look up of the email address by using the User Profile of the spool file owner. | ||
+ | |||
+ | In our example when Smart Routing is triggered the configuration will use the User Profile (*SPJUSR) of the job's spool file as the Key to search the EFLDIST2 (physical file that holds address book information) file in the IDOCS695 and use the email address in field DIEMAILADR corresponding to the User Profile. If no email address is available or a bad email address, then the PCL output will be sent to the Invalid Mail Out Queue BADOUTPUT. | ||
+ | |||
+ | In the Email Address Book we tie in the User Profile with the email address information by filling in the User Profile parameter in the address book record as shown in the example. | ||
+ | |||
+ | {{pub: | ||
+ | |||
+ | |||
+ | ==== Example 2 ==== | ||
+ | Description: | ||
+ | In this example we set all the sequence’s Destination Out Queue to be *EMAILPDF. This will send all three outputs as one PDF to the recipient. | ||
+ | |||
+ | {{pub: |
pub/smartrouting6.txt · Last modified: 2022/06/25 17:02 by 127.0.0.1