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pub:smartrouting6 [2020/10/23 13:27] – [Example 2] kkramerpub:smartrouting6 [2022/06/25 17:02] (current) – external edit 127.0.0.1
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 =====  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 (not to be confused with the optional [[preprocessor#the_idocs_smartrouter | iDocs SmartRouter ]] module) 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:
  
  
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 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; he will not need to change his existing database.+* **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; they will not need to change their existing database.
  
 * **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:** indicate the subject of email. The user can either retrieve from database or input a constant value.+* **Subject:** indicate the subject of email. The user can input a constant value and/or retrieve information from the database or from the spool file attributes (6.99 4/12/22).
  
 * **Request Delivery Receipt**  and **Request Read Receipt** should be ‘Y’ or ‘N’ * **Request Delivery Receipt**  and **Request Read Receipt** should be ‘Y’ or ‘N’
  
-* **Message:** indicate the email message. The user can either retrieve from database or input a constant value.+* **Message:** indicate the email message. The user can input a constant value and/or retrieve information from the database or from the spool file attributes (6.99 4/12/22). 
 + 
 + 
 +==== Using individual mapped fields to create the Subject Line: ==== 
 + 
 +On the Subject's Constant Value field, you can use text for the constant plus the name of the Mapped Field preceded by & to insert the value from the Mapped Field. 
 + 
 +Example: 
 +Select the form application with option **8=Work with map fields** and review the defined mapped fields:  
 +<html> <pre> 
 +  8/09/21                     iDocs Form Suite                        FM2540C1   
 + 19:00:28              Spooled Datamap Field Maintenance              KKRAMER    
 +                       Form: ANGUYENSR1 Spoolfile EMAIL_TEXT                     
 +                                                                                 
 +  1=Select   3=Copy   4=Delete   5=Display                                       
 +                                                                                 
 +                                      From     To     Map                        
 + Sel Fld Name   Description          Row Col Row Col  Type   Fld   Xloc    Yloc  
 +     BLOCK001   Invoice Number        10  14  10  23              678     618  
 +     BLOCK002   Bill to               13    18  23              678     921  
 +     BLOCK003   Customer Info         10  72  10  93              678     718  
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                                 
 +                                                                         Bottom  
 +                                                                                 
 + F3=Exit   F6=Add   F7=Font/No Font   F12=Cancel                                 
 +                                                                                 
 +                                                    
 +</pre> </html>  
 +Spool File data:\\ 
 +{{:pub:smartrouting:sr_dynamic_spool-file.jpg?200}}  
 + 
 +Work with Form Application and select option **14=Smart Routing**. The following Smart Routing Configuration screen is displayed:   
 + 
 +<html> <pre> 
 +  8/09/21                      iDocs Form Suite                       FM1205R1   
 + 18:39:47               Smart Routing Configuration                   KKRAMER    
 +                                                                                 
 + Application: ANGUYENSR1 Description: Spoolfile EMAIL_TEXT                       
 + 1st Key: INVOICDEID  -  2nd Key:              3rd Key:                        
 + IFDClient DataQ :             Library :             Data :                      
 + Email Settings                                                                  
 +  File SRTEST1      Library . ANGUYEN       Member  *FIRST                       
 +  TO Address  . . . . . . . . @EMAILTO      Extract Field From         To        
 +   OR Constant Value  . . . .                                                    
 +  Invalid Mail Out Queue  . . TUANANH       Library QGPL                         
 + Fax Settings                                                                    
 +  File SRTEST1      Library . ANGUYEN       Member  *FIRST                       
 +  To Fax Number . . . . . . . @FAXTONO      Extract Field From         To        
 +   OR Constant Value  . . . .                                                    
 +  Invalid Fax Out Queue . . . TUANANH       Library QGPL                         
 + Print Settings                                                                  
 +  File              Library . *LIBL         Member  *FIRST                       
 +  Printer Queue  *LIBL      /               Extract Field From         To        
 +   OR Constant Value:   Queue               Library *LIBL                        
 +  Invalid Printing Queue  . . FORM001       Library IDOCS6                       
 + F3=Exit  F4=Prompt    F6=Email Settings   F7=Fax Settings  F9=Delete SR         
 + F8=Print Settings  F10=Update   F12=Previous        F13=Attachment Output       
 +                                                    
 +</pre> </html>  
 + 
 +Now select **F6=Email Settings**. The following Smart Routing Configuration - Email screen is displayed:   
 +<html> <pre> 
 +  8/09/21                      iDocs Form Suite                       FM1205C2   
 + 19:08:18          Smart Routing Configuration - Email                KKRAMER    
 +                                                                                 
 + Application: ANGUYENSR1 Description: Spoolfile EMAIL_TEXT                       
 + File: SRTEST1     Library . ANGUYEN       Member  *FIRST                        
 + Conditional Setting:  DB Field             Extract Field From         To        
 +   Operator  Spool Map Fld  OR  Constant (*BLANK, *ZERO, Value)                  
 +                                                                                 
 +                                                                                 
 +  From Address. . . . . . . .               Extract Field From        To         
 +   OR Constant Value  . . . .                                                    
 +  CC Address  . . . . . . . .               Extract Field From        To         
 +   OR Constant Value  . . . .                                                    
 +  BCC Address . . . . . . . .               Extract Field From        To         
 +   OR Constant Value  . . . .                                                    
 +  Subject . . . . . . . . . .               Extract Field From        To 
 +<font  color="#800000">   OR Constant Value  . . . . Invoice &BLOCK001 &BLOCK003 </font>                         
 +  Request Delivery Receipt  . N (Y/N)       Request Read Receipt N (Y/N)         
 +  Message . . . . . . . . . .               Extract Field From         To        
 +   OR Constant Value  . . . .                                                    
 +   This is test message of smart routing dynamic SUBJECT from mapped fields      
 +                                                                              +  
 + F3=Exit   F4=Prompt   F10=Update   F12=Previous                                 
 +</pre> </html>   
 +Note that **Invoice** is the constant value text\\ 
 +**&BLOCK001** will insert the value collected from Mapped Field BLOCK001 (Row 10 Col.14-23)\\ 
 +**&BLOCK003** will insert the value collected from Mapped Field BLOCK003 (Row 10 Col. 72-93)\\ 
 + 
 +Output example of Subject line:\\ 
 +{{:pub:smartrouting:sr_dynamic_subject.jpg?800|}} 
 + 
 +==== Using individual spool file attribute values to create the Subject Line and Message Body: ==== 
 + 
 +In the Subject's or Message body constant value field, you can use any text for the constant plus the name of the listed Spool File attributes to insert the value from the attribute. (6.99 4/12/22) 
 + 
 +<html> <pre> 
 +&USRPRF   = Job's User Profile 
 +&SPLNAM   = Spool File's Name 
 +&SPJNAM   = Job's Name 
 +&SPJUSR   = Spool File's User Profile 
 +&SPJNUM   = Job's Number 
 +&USRDTA   = Spool File's User Data 
 +&FORMTYPE = Spool File's Form Type 
 +&TIME  = Job's processed time 
 +&DATE  = Job's processed date 
 +&TOTALPGS = Spool File's Page total 
 +</pre> </html>  
  
 ==== Fax Settings ==== ==== Fax Settings ====
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 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. 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 (*USRPRF) 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 our example when Smart Routing is triggered the configuration will use the User Profile (*SPJUSRof 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. 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:smartrouting:mapfield.png|}}+{{pub:smartrouting:smartroutingexample01.jpg|}} 
  
 ==== Example 2 ==== ==== Example 2 ====
 Description: 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. 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:smartrouting:mapfield.png|}}+ 
 +{{pub:smartrouting:smartroutingexample02.jpg|}}
pub/smartrouting6.1603484856.txt.gz · Last modified: 2022/06/25 17:02 (external edit)