AX1349

Report Process Step

The Report Process Step is intended to be used for steps where you need a user to run a report in Axiom. For example, you may want a user to run a report for any of the following reasons:

Verify data before moving on in the process
Run a save-to-database report utility
Distribute report packages using File Processing features
Process alerts

Process behavior

When the Report Process Step is the active step, the step owner has two actions available in the Process task pane:

Open report: The user can click this link to access the report according to their security permissions. The step name and/or description should make it clear to the user what they are expected to do with the report.
Mark step as complete: The user can click this link to complete the active task.

Step-specific settings

When configuring a Report Process Step, complete the following settings in addition to the general step settings:

Item	Description
Selected Report	The report to associate with this step. Click the folder icon to select a file in the Reports Library.
Open Form As	If the report is form-enabled, then you can specify how the file is opened when the user opens it from the Process task pane: Form in the client(default) Form in web browser Spreadsheet This option only displays if the selected report is form-enabled. NOTE: When using the Axiom Excel Client, Axiom forms will always open in the user's browser instead of within the application, regardless of this setting.

Item

Description

Selected Report

The report to associate with this step. Click the folder icon to select a file in the Reports Library.

Open Form As

If the report is form-enabled, then you can specify how the file is opened when the user opens it from the Process task pane:

Form in the client(default)
Form in web browser
Spreadsheet

This option only displays if the selected report is form-enabled.

NOTE: When using the Axiom Excel Client, Axiom forms will always open in the user's browser instead of within the application, regardless of this setting.

NOTE: The assigned user for the step must have the appropriate security permissions to access the report and perform the desired action (such as Allow Save Data to perform a save-to-database). The Report Process Step does not grant any permissions or elevate any existing permissions.