AX1132

Emailing a hyperlink to an Axiom file

You can email a hyperlink to a spreadsheet Axiom file using the E-mail feature. Axiom Software creates a URL hyperlink to the file and includes it in an email. The email recipient can click on the link to launch the system and open the file directly, assuming that the recipient is an Axiom Software user who has rights to access the file.

The email can be sent using your default email client (such as Microsoft Outlook), or you can send the file using the Axiom Software Scheduler email service. Note that the Scheduler email service does not support HTML format for email.

NOTES:  

  • Alternatively, you can obtain a URL to an Axiom file using a variety of ways and then paste it into an email that you create manually. For example, you can use GetDocumentHyperlink or right-click a file in Axiom Explorer to obtain a URL. The email hyperlink feature is provided as a convenience to quickly send a hyperlink to the current file.

  • The email hyperlink feature cannot be used to send a hyperlink to open a form-enabled file as an Axiom form; the source file will always be opened as a spreadsheet.

  • The hyperlink included in the email uses the same format as hyperlinks generated using GetDocumentHyperlink, including the differing URL format for systems using SAML or OpenID Authentication.

To email a hyperlink to an Axiom file:

  1. Open the file in Axiom Software.

  2. On the Axiom tab, in the File Output group, select E-mail.

    NOTE: In systems with installed products, this feature may be located on the Main tab—either directly on the ribbon or under Publish.

    The E-mail Active Workbook dialog opens.

  3. For Send As, select Document Link.

  4. For Send using, select one of the following:

    • Outlook: Send the email using the default email client on your local machine (for example, Microsoft Outlook). The name of this option may be customized for your organization.

    • Axiom Mail Service: Send the email using the Axiom Software Scheduler email service.

  5. Optional. Complete the Document Link Options in the dialog:

    Option Description

    Sheet Filter

    If desired, enter a filter to apply to the file when it is opened. You can type the filter statement or use the Filter Wizard.

    The filter is applied like a Quick Filter and affects any data queries in the file. For example, Dept.Region='West' means that all data queried will be limited to the West region.

    If desired, you can specify a table or table type to apply the filter to, using the same filter syntax that is available for the GetDocumentHyperlink function. In this case you must manually type the filter syntax because the Filter Wizard does not account for this type of syntax. For more information on how to use this syntax, see GetDocumentHyperlink function.

    Cell Address

    If desired, specify the cell to be made active when the document is opened. For example:

    Sheet1!D22

    If the specified location would not be in view normally then the file will be scrolled to that location; otherwise the file will open in its default view with the cursor placed at that location.
  6. Click OK.

If you selected to send the hyperlink using your default email client, then a new email message opens, with the hyperlink included in the body text. You can then specify the recipient, subject, and additional body text for the email, and then send it.

If you selected to send the hyperlink using the Axiom mail service, then an E-Mail dialog opens so that you can specify the recipient, subject, and additional body text for the email. In the To and Cc boxes, you can either type an email address, or click the button to select an Axiom Software user. If you select a user, the email will be sent using the user's email address as defined in Axiom Software security. When you click OK, the email settings are saved to the database, to be sent the next time the Scheduler SMTP Email Delivery task is run.

Notes for administrators

If desired, you can customize the name of the default email client option. By default, "Outlook" is used because most clients have Microsoft Outlook on their client machines. To customize the name, use the DefaultEmailClientName system configuration setting. For more details, see System configuration settings.

See also