Smartstaff
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: Note that the file extension should not be included in this section i.e. '''PaymentDetails_[YYYY]-[MM]_[DD] ''' and NOT "PaymentDetails_[YYYY]-[MM]_[DD].csv" The extension of the file should be specified in the a.) ''Export Format'' dropdown in the [[Exporting_Reports|'''File Export''']] tab for standard File Export or b.) ''File Extension'' textbox in the [[Custom_Export|'''Custom Export''']] tab for custom export reports.
<span style="color: #ff0000;">Available Setting below are available after the March 2020 upgrade.</span>
* '''Export toFolder''' - the file can be exported to ** '''Folder Type''' - select a folder type where you want to export the file will be exported to.*** '''Configuration Folder''' : *** '''Options:SmartFolder''':** '''Configuration Folder''' - Select a Configuration Folder - select the subfolder where you would like the file to be saved.:* '''SmartFolderExport to sftp'''** '''Integration Key''' - Select a select an existing integration key from the [[SmartFolders_Overview|SmartFolderIntegration Key Management]] from the dropdown list or click the "+" icon to create a new integration key.** '''Path''' - sftp folder location where you would like the file to files will be savedpushed i.e./in or /out or /Payments/inbound:* '''sftpProcess On Every Record After Export''':** '''URLUpdate Status''' - enter updates the url status of every record in the report to the selected status from the sftp site idrop down list.e Note that a status change will trigger any workflows associated with the status being changed to. workflows will be triggered with this change of the status ** '''Trigger Workflow'34.234.21.159'' or my- workflow selected will be triggered to all records after export.sftp.com or my.sftp.com:2222Note that '''Update Status After Export''' will be processed first before '''Trigger Workflow''' is triggered.* '''Send Email Notification On Completion''' - status ability to email a list of the records users and or roles that will changed to be emailed the selected status after exportexported file as an attachment.:<!--94110 - Report Export - Scheduled Email Subscriptions--> ** '''UsernameEmail Template''' - username select an email template for the emails sent to allow access selected users** '''Roles''' - send emails to the sftpusers based on their roles :** '''PasswordSelect Users''' - password select users to allow access send the email to the sftp:** '''PathAttach Exported File in Email''' - sftp folder location where option to attach the exported file on to the files will be pushed iemail sent out.e. /in Applicable only when the file is exported to a SmartFolder or /out or /Payments/inbounda Configuration Folder* '''Trigger Workflow After Send Email Notification When ExportFailed''' - workflow selected will be triggered select users to send notification to all records after * '''Scheduled Export Status''' ** '''Last Scheduled Exported''' - time and date of the last scheduled export.** '''Last ExportedRun''' - time and date of the last export run.** '''Ad-Hoc Run''' - time and date of the last Ad-Hoc run
