5 Replies Latest reply on Nov 1, 2010 1:16 PM by philmodjunk

    Email PDF attachment on FM-server from client

    bosch_bastiaan

      Title

      Email PDF attachment on FM-server from client

      Your post

      Hello,

      I am a using FMserver 9 adv.  working from remote 3 locations over internet.

      I want my invoices to be saved on the server, saved as:    Date &-& InvoiceNr &-& Last_Name

      Then be able to email the PDF,  from local computer(s) that are connected with the server using "open remote"

      Script step  "save records as pdf" is too limited,

      (FM shows only local directories)

      (no "save-as" file-name calculation)

      (can't add  send to, as calculation in send-to field)

      Send Post does not attach email from 

      I have no experience with apple-script, yet viewing other posts, seems the only way-to-go...

      I would like to have a step-by-step plan to do this

      1 ) make Invoices directotory  server/library/Filemaker Server/

      2) etc..

      Looked at other posts, could not find answer, In case I overlooked, can anyone send me the answer-post ?

      Can't imagine I am the only one having this issue..

      Thanks, Bastiaan

        • 1. Re: Email PDF attachment on FM-server from client
          philmodjunk

          With Filemaker 10 and 11, you can use set variable to give a variable the filename and filepath for save as PDF to use to save the PDF to a specified location such as a directory on the server hard drive. You then put this variable in the "Specify output file section". I don't have a copy of Filemaker 9 to test but I'd check out that option to see if it can also be done with Filemaker 9.

          • 2. Re: Email PDF attachment on FM-server from client
            bosch_bastiaan

            Hello PhilModJunk, Thank you. Unfortunately, My FMP-11-adv client version may have the "save-as-pdf" option, my FM-server 9 adv. does not.  ( No script  compatability ) regarding Save-as-PDF.  And to "invest" another 2000 for upGrade, for something I consider  ( bug /or at least missing functionality, which should have been up-Dated... ) there must be another way.. and 2th, even though I program remotely, [ save PDF as..] , I can only select my local HD, not the server HD.  There seems to be no option to select a directory on the server, from my (remote) location.

            • 3. Re: Email PDF attachment on FM-server from client
              philmodjunk

              Try this:

              Set up a shared directory that all users can mount on their systems.

              Set up Save as PDF to save to this shared directory. If a server script cannot do this for you, you can set up a FileMaker Pro "Robot" file to login as a client and perform this operation. To set this up, you use an OS based scheduler to open the robot file. A script set to be performed then kicks in and performs the operations you've wanted to schedule, but can't get a server scheduled script to do. (We use this method to export data from one file to another every evening.)

              • 4. Re: Email PDF attachment on FM-server from client
                bosch_bastiaan

                Dear PhilModJunk,

                E.a. too difficult for me. robot?? creating script with scriptmaker ??

                Updating from 9,5 advanced to FMP-server 11 = another  1.799 investment and then still....

                Why can't Filemaker create a Send email script-function which enables also setting  (1) Mail from: field , (2) Reply to: field

                Using a server, having multiple websites on my mac-server (These days), That's also what I miss. 

                + a script step to save a pdf as:  "calculation"

                + a script step to add a pdf to the Email. (in case I want to add multiple pdf's, I simply add more of this script step..)

                is there an add on I can buy ? What do you suggest ?

                I created a shared-map on my network-hard-disc I use to save my file (Time-machine), when I am "local" i can open this shared map automatically. From remote location... this does not work.  Need to set up vpn and so on, and then there are difficulties to add the pdf to the email..

                • 5. Re: Email PDF attachment on FM-server from client
                  philmodjunk

                  Setting up a robot file isn't any more difficult than setting up a server scheduled script to run in server. Whether that's a good approach for you, only you can decide.

                  1. Create a simple FileMaker file, no records, no tables need be defined.
                  2. Write a two line script in this file and set it up in File Options so that it runs when the file opens:
                    Perform Script [//Select a script in a hosted file that does what you need from a "client" perspective]
                    Exit Application  // or possibly close File
                  3. Use a Operating system based scheduler such as Windows Task Scheduler to set up when this file is "run".

                   

                  a script step to save a pdf as:  "calculation"

                  I can see how that would be more convenient, but since we can't, I've already suggested an approach where you due the calculation separately and store the result in a variable. The variable can then be used to specify the file name and path of the saved PDF.

                  I can't really recommend any add on's or plug ins, but you never know what a global search might pull up in this area...