Work 365

Steps to Follow When Getting an Error

14 views August 24, 2018 0

Work 365 1-Click PDF solution tries to mimic the same steps which CRM executes internally when executing a report manually. Hence first step in diagnosing the error is to ensure that you are able to run the report manually (from CRM reports section). (Please note that reports having blank filters are not supported)

If yes then please send email to support@iotap.com explaining the issue along with the URL parameters for the report:

  1. when running a report manually
  2. when running via 1-Click PDF

Getting URL parameters when running the report manually:

Step 1: Open desired report

1 Click PDF-screenshot-21

 

Step 2: Press F12 to open IE Developer Tools dialog.

Step 3: Go to “Network” tab and click “Start capturing”

 

1 Click PDF-screenshot-22

 

Step 4: Untick Clear entries on navigating – Network

 

1 Click PDF-screenshot-23

 

Step 5: Click “Run Report”.

Step 6: Search for URL with the format “/CRMReports/rsviewer/“

 

1 Click PDF-screenshot-24

 

Step 7: Select the record and click “GotoDetailedView”

 

1 Click PDF-screenshot-25

 

Step 8: Click “Go to detailed view” and select “Request body” tab

 

1 Click PDF-screenshot-26

 

Step 9: Copy the URL present and send it to us.

 

Getting URL parameters when running report via 1-Click PDF:

 

Step 1: Open 1-Click PDF pop-up and select the desired report.

1 Click PDF-screenshot-27

 

Step 2: Maximize the pop-up and press F12 to open IE developer’s tool. Go to the “Network” tab and click “Start capturing”.

 

1 Click PDF-screenshot-28

Step 3: Untick Clear entries on navigating – Network

 

1 Click PDF-screenshot-29

Step 4: Click “Generate”.

Step 5: Search for URL with the format “/CRMReports/rsviewer/“

 

1 Click PDF-screenshot-30

 

Step 6: Select the record and click “GotoDetailedView”. Then click “Request body” tab

 

1 Click PDF-screenshot-31

 

Step 7: Copy the URL present and send it to us.

 

 

 

 

 

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