Fast Report - Share Text Message - WhatsApp: Difference between revisions

From eStream Software
 
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Line 210: Line 210:
:05. Set the ''Quot No'' to '''WHATSAPP'''
:05. Set the ''Quot No'' to '''WHATSAPP'''
:06. Click '''Save''' after done change the Content
:06. Click '''Save''' after done change the Content
{| style="margin: 1em auto 1em auto;"
|-
|
----------------------------------------------------------------------------------------------------------------------------------------------------
{|
|-
| [[File:Template.Tips-01.jpg|60px]]||
* User can use eg '''<Main.DocNo>''' ('''<Pipeline.FieldName>''') to show variable data 
:(eg Document Number) in the E-Mail Subject & Body.
* The Pipeline name & FieldName is from the Report Designer ''Pipeline name & Field Name''
* '''Default Template'''(Must set at last Row) is use if system can't find the Report Name in the
:Description field.
|}
----------------------------------------------------------------------------------------------------------------------------------------------------
|}
==Steps==
Below is example using Sales Invoice<br />
Menu: Sales | Invoice...
:01. Press '''F6'''
:02. Select the Build-in/Customise '''Fast Report''' (eg Sales Invoice 8 (SST 2)-Email)
:03. Click '''OK'''
[[File:FR-WhatsApp-05.jpg|center|800px]]
:04. Mouse over Here
[[File:FR-WhatsApp-06.jpg|center]]
:05. Select WhatsApp icon PDF
[[File:FR-WhatsApp-07.jpg|center]]
:06. Enter the Mobile No
:07. Click Send
{| style="margin: 1em auto 1em auto;"
|-
|
----------------------------------------------------------------------------------------------------------------------------------------------------
{|
|-
| [[File:Template.Tips-01.jpg|60px]]|| You can leave empty for Mobile No. if you wanted select from you Mobile Contact list.
|}
----------------------------------------------------------------------------------------------------------------------------------------------------
|}


==See also==
==See also==
* [[Report Designer]]
* [[Report Designer]]
* Others [[Customisation]]
* Others [[Customisation]]

Latest revision as of 08:55, 5 November 2018

Introduction

From Version 849.768 & above user can Share the report to WhatsApp, Skype, Line & etc

Requirement

  • Fast Report
  • WhatsApp, Skype, Line & etc Login
  • SQL Accounting Version 849.768 & above

Setting

Below is example using Sales Invoice

FR-WhatsApp-01.jpg
01. Click the Code Tab
02. Scroll down look for procedure SetUp
03. Copy below script & paste it between the begin & end; in procedure SetUp
  SQL := 'SELECT B.Description As ReportName, B.Description3 As Body '+
         'FROM SL_QT A ' +
         'INNER JOIN SL_QTDTL B ON (A.Dockey=B.Dockey) ' +
         'WHERE A.DocNo=''WHATSAPP'' ' +
         'ORDER BY B.SEQ';
  AddDataSet('plShareMsg', ['ReportName', 'Body'])
  .GetDBData(SQL);
04. Click File | Save As... to save the file (eg Sales Invoice 8 (SST 2)-WhatApp)
05. Click File | Exit to exit the report design
06. Click Design again in the report designer for the file just save on Steps 5 (eg Sales Invoice 8 (SST 2)-WhatApp)
07. Click the Code Tab
FR-WhatsApp-02.jpg
08. Scroll down look for function StrToFloatDef(const lFld:Variant):string
09. Copy below script & paste it above the function
WhatsApp Script (Last Script Update : 05 Nov 2018)
procedure GetShareMsg;
var D  : TfrxDataSet;
   lFN : String;
begin
  lFN := Trim(Report.ReportOptions.Name);
  lFN := StringReplace(lFN,'.fr3','');
  D := Report.GetDataSet('plShareMsg');
  D.First;
  While not D.Eof do begin
    if Trim(D.Value('ReportName')) = lFN then
      Break;
    D.Next;
  end;
end;

function GetShareText: string;
begin
  GetShareMsg;
  Result := GetFldInfo(RichTextToPlainText(<plShareMsg."Body">))
end;
FR-WhatsApp-03.jpg
10. Scroll up again look for function GetFldInfo(const AStr:String):String;
11. Copy below script & paste it between the Add('plEMailTpl'); & end;
  Add('Document_Currency');
12. Click File | Save to save the file
13. Click File | Exit to exit the report design

Quotation

Menu: Sales | Quotation...

SQL Accounting can Share message by different Content by report name

FR-WhatsApp-04.jpg
Field Name Description
Description Fast Report Name
Description3 (More Description) Message Content
01. Create New Quotation
02. Copy below Sample E-Mail Template
Sample Share Message Template
<?xml version="1.0" standalone="yes"?>
<DATAPACKET Version="2.0">
  <METADATA>
    <FIELDS>
      <FIELD attrname="DOCKEY" fieldtype="i4"/>
      <FIELD attrname="DOCNO" fieldtype="string.uni" WIDTH="40"/>
      <FIELD attrname="DOCNOEX" fieldtype="string.uni" WIDTH="40"/>
      <FIELD attrname="DOCDATE" fieldtype="date"/>
      <FIELD attrname="POSTDATE" fieldtype="date"/>
      <FIELD attrname="TAXDATE" fieldtype="date"/>
      <FIELD attrname="CODE" fieldtype="string.uni" WIDTH="20"/>
      <FIELD attrname="COMPANYNAME" fieldtype="string.uni" WIDTH="200"/>
      <FIELD attrname="ADDRESS1" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="ADDRESS2" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="ADDRESS3" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="ADDRESS4" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="PHONE1" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="MOBILE" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="FAX1" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="ATTENTION" fieldtype="string.uni" WIDTH="140"/>
      <FIELD attrname="AREA" fieldtype="string.uni" WIDTH="20"/>
      <FIELD attrname="AGENT" fieldtype="string.uni" WIDTH="20"/>
      <FIELD attrname="PROJECT" fieldtype="string.uni" WIDTH="40"/>
      <FIELD attrname="TERMS" fieldtype="string.uni" WIDTH="20"/>
      <FIELD attrname="CURRENCYCODE" fieldtype="string.uni" WIDTH="12"/>
      <FIELD attrname="CURRENCYRATE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
      <FIELD attrname="SHIPPER" fieldtype="string.uni" WIDTH="60"/>
      <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="COUNTRY" fieldtype="string.uni" WIDTH="100"/>
      <FIELD attrname="CANCELLED" fieldtype="string.uni" WIDTH="2"/>
      <FIELD attrname="DOCAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
      <FIELD attrname="LOCALDOCAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
      <FIELD attrname="VALIDITY" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="DELIVERYTERM" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="CC" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="DOCREF1" fieldtype="string.uni" WIDTH="50"/>
      <FIELD attrname="DOCREF2" fieldtype="string.uni" WIDTH="50"/>
      <FIELD attrname="DOCREF3" fieldtype="string.uni" WIDTH="50"/>
      <FIELD attrname="DOCREF4" fieldtype="string.uni" WIDTH="50"/>
      <FIELD attrname="BRANCHNAME" fieldtype="string.uni" WIDTH="200"/>
      <FIELD attrname="DADDRESS1" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="DADDRESS2" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="DADDRESS3" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="DADDRESS4" fieldtype="string.uni" WIDTH="120"/>
      <FIELD attrname="DATTENTION" fieldtype="string.uni" WIDTH="140"/>
      <FIELD attrname="DPHONE1" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="DMOBILE" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="DFAX1" fieldtype="string.uni" WIDTH="400"/>
      <FIELD attrname="TAXEXEMPTNO" fieldtype="string.uni" WIDTH="100"/>
      <FIELD attrname="ATTACHMENTS" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
      <FIELD attrname="NOTE" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
      <FIELD attrname="TRANSFERABLE" fieldtype="string.uni" WIDTH="2"/>
      <FIELD attrname="UPDATECOUNT" fieldtype="i4"/>
      <FIELD attrname="PRINTCOUNT" fieldtype="i4"/>
      <FIELD attrname="DOCNOSETKEY" fieldtype="i8"/>
      <FIELD attrname="NEXTDOCNO" fieldtype="string.uni" WIDTH="40"/>
      <FIELD attrname="CHANGED" fieldtype="string.uni" WIDTH="2"/>
      <FIELD attrname="sdsDocDetail" fieldtype="nested">
        <FIELDS>
          <FIELD attrname="DTLKEY" fieldtype="i4" required="true"/>
          <FIELD attrname="DOCKEY" fieldtype="i4" required="true"/>
          <FIELD attrname="SEQ" fieldtype="i4"/>
          <FIELD attrname="STYLEID" fieldtype="string.uni" WIDTH="10"/>
          <FIELD attrname="NUMBER" fieldtype="string.uni" WIDTH="10"/>
          <FIELD attrname="ITEMCODE" fieldtype="string.uni" WIDTH="60"/>
          <FIELD attrname="LOCATION" fieldtype="string.uni" WIDTH="40"/>
          <FIELD attrname="BATCH" fieldtype="string.uni" WIDTH="60"/>
          <FIELD attrname="PROJECT" fieldtype="string.uni" WIDTH="40"/>
          <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="400"/>
          <FIELD attrname="DESCRIPTION2" fieldtype="string.uni" WIDTH="400"/>
          <FIELD attrname="DESCRIPTION3" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
          <FIELD attrname="PERMITNO" fieldtype="string.uni" WIDTH="40"/>
          <FIELD attrname="QTY" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
          <FIELD attrname="UOM" fieldtype="string.uni" WIDTH="20"/>
          <FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
          <FIELD attrname="SQTY" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
          <FIELD attrname="SUOMQTY" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
          <FIELD attrname="UNITPRICE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
          <FIELD attrname="DELIVERYDATE" fieldtype="date"/>
          <FIELD attrname="DISC" fieldtype="string.uni" WIDTH="40"/>
          <FIELD attrname="TAX" fieldtype="string.uni" WIDTH="20"/>
          <FIELD attrname="TARIFF" fieldtype="string.uni" WIDTH="40"/>
          <FIELD attrname="TAXRATE" fieldtype="string.uni" WIDTH="40"/>
          <FIELD attrname="TAXAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
          <FIELD attrname="LOCALTAXAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
          <FIELD attrname="TAXINCLUSIVE" fieldtype="i2"/>
          <FIELD attrname="AMOUNT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
          <FIELD attrname="LOCALAMOUNT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
          <FIELD attrname="PRINTABLE" fieldtype="string.uni" WIDTH="2"/>
          <FIELD attrname="TRANSFERABLE" fieldtype="string.uni" WIDTH="2"/>
          <FIELD attrname="REMARK1" fieldtype="string.uni" WIDTH="400"/>
          <FIELD attrname="REMARK2" fieldtype="string.uni" WIDTH="400"/>
          <FIELD attrname="INITIALPURCHASECOST" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
          <FIELD attrname="CHANGED" fieldtype="string.uni" required="true" WIDTH="2"/>
          <FIELD attrname="CompanyItemCode" fieldtype="string.uni" WIDTH="60"/>
        </FIELDS>
        <PARAMS/>
      </FIELD>
    </FIELDS>
    <PARAMS/>
  </METADATA>
  <ROWDATA>
    <ROW DOCKEY="22" DOCNO="WHATSAPP" DOCDATE="20181103" POSTDATE="20181103" TAXDATE="20181103" AREA="----" AGENT="----" PROJECT="----" CURRENCYCODE="----" CURRENCYRATE="1.00000000" SHIPPER="----" DESCRIPTION="Quotation" CANCELLED="T" DOCAMT="0.00" LOCALDOCAMT="0.00" TRANSFERABLE="T" UPDATECOUNT="19" PRINTCOUNT="0" DOCNOSETKEY="0" CHANGED="F">
      <sdsDocDetail>
        <ROWsdsDocDetail DTLKEY="24" DOCKEY="22" SEQ="1" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Fast Report Name" DESCRIPTION3="e1xydGYxXGFuc2lcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTcxMzR9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczIwXGxhbmcxMDMzICpGb3IgQm9sZCpccGFyDQpfRm9yIEl0YWxpY19ccGFyDQp+Rm9yIFN0cmlrZU91dH5cZjFccGFyDQp9DQoA" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181103" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="27" DOCKEY="22" SEQ="2" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Quotation 7 (GST 1)" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181103" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="30" DOCKEY="22" SEQ="3" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Delivery Order 1" DESCRIPTION3="e1xydGYxXGFuc2lcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTcxMzR9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczI0XGxhbmcxMDMzIFRoaXMgRE8gTm8uIDxNYWluLlxmMSBEb2NOb1xmMCA+XGYxICAtIFxmMCA8TWFpbi5cZjEgRG9jRGF0ZVxmMCA+XGYxICBcZjAgZnJvbSAqPFByb2ZpbGUuQ29tcGFueU5hbWU+Ki5cZjFccGFyDQpDbGljayBvbiB0aGUgbGluayBiZWxvdyB0byB2aWV3IGRvY3VtZW50LlxwYXINCg0KXHBhcmRcZnMxOFxwYXINCn0NCgA=" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181105" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="23" DOCKEY="22" SEQ="4" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Invoice 8 (SST 1)" DESCRIPTION3="e1xydGYxXGFuc2lcYW5zaWNwZzEyNTJcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTcxMzR9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczI0XGxhbmcxMDMzICo8UHJvZmlsZS5cZjEgQWxpYXNcZjAgPipcZjEgIG1zZzogWW91ciBJbnYuIE5vLiBcZjAgPE1haW4uXGYxIERvY05vXGYwID5cZjEgIC0gXGYwIDxNYWluLlxmMSBEb2NEYXRlXGYwID5cZjEgIC0gXGYwIDxEb2N1bWVudF9DdXJyZW5jeS5TeW1ib2w+PE1haW4uXGYxIERvY0FtdFxmMCA+XGYxIC5ccGFyDQpDbGljayBiZWxvdyBsaW5rIGZvciBkZXRhaWxcZjAgLlxmMVxwYXINCn0NCgA=" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181103" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="25" DOCKEY="22" SEQ="5" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Invoice 8 (SST 2)" DESCRIPTION3="e1xydGYxXGFuc2lcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTcxMzR9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczI0XGxhbmcxMDMzIFRoaXMgSW52b2ljZSBOby4gPE1haW4uXGYxIERvY05vXGYwID5cZjEgIC0gXGYwIDxNYWluLlxmMSBEb2NEYXRlXGYwID5cZjEgIC0gXGYwIDxEb2N1bWVudF9DdXJyZW5jeS5TeW1ib2w+PE1haW4uXGYxIERvY0FtdFxmMCA+IGZyb20gKjxQcm9maWxlLkNvbXBhbnlOYW1lPiouXGYxXHBhcg0KQ2xpY2sgb24gdGhlIGxpbmsgYmVsb3cgdG8gdmlldyBkb2N1bWVudC5ccGFyDQoNClxwYXJkXGZzMThccGFyDQp9DQoA" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181103" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="29" DOCKEY="22" SEQ="6" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Purchase Order 8 (SST 1)" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181105" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="28" DOCKEY="22" SEQ="7" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Cust Statement 06 Mths 1" DESCRIPTION3="e1xydGYxXGFuc2lcYW5zaWNwZzEyNTJcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTcxMzR9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczI0XGxhbmcxMDMzICo8UHJvZmlsZS5cZjEgQWxpYXNcZjAgPipcZjEgIG1zZzogV2UgYXJlIHBsZWFzZWQgdG8gZW5jbG9zZSB5b3VyIGVTdGF0ZW1lbnQgZm9yIHlvdXIgYWNjb3VudCBkYXRlZCBcZjAgPFBhcmFtZXRlci5TdGF0ZW1lbnREYXRlPlxmMSAuXHBhcg0KQ2xpY2sgYmVsb3cgbGluayBmb3IgZGV0YWlsXGYwIC5cZjFccGFyDQpcZnMxOFxwYXINCn0NCgA=" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181103" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
        <ROWsdsDocDetail DTLKEY="26" DOCKEY="22" SEQ="8" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Default Template" DESCRIPTION3="e1xydGYxXGFuc2lcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTcxMzR9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczI0XGxhbmcxMDMzICo8UHJvZmlsZS5cZjEgQWxpYXNcZjAgPipcZjEgIG1zZzogXHBhcg0KQ2xpY2sgYmVsb3cgbGluayBmb3IgZGV0YWlsXGYwIC5cZjFccGFyDQoNClxwYXJkXGZzMThccGFyDQp9DQoA" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20181103" DISC="" TAX="" TARIFF="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
      </sdsDocDetail>
    </ROW>
  </ROWDATA>
</DATAPACKET>
03. Right Click at the empty space below the Browse button
04. Select Paste Quotation
05. Set the Quot No to WHATSAPP
06. Click Save after done change the Content

Template.Tips-01.jpg
  • User can use eg <Main.DocNo> (<Pipeline.FieldName>) to show variable data
(eg Document Number) in the E-Mail Subject & Body.
  • The Pipeline name & FieldName is from the Report Designer Pipeline name & Field Name
  • Default Template(Must set at last Row) is use if system can't find the Report Name in the
Description field.

Steps

Below is example using Sales Invoice
Menu: Sales | Invoice...

01. Press F6
02. Select the Build-in/Customise Fast Report (eg Sales Invoice 8 (SST 2)-Email)
03. Click OK
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04. Mouse over Here
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05. Select WhatsApp icon PDF
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06. Enter the Mobile No
07. Click Send

Template.Tips-01.jpg You can leave empty for Mobile No. if you wanted select from you Mobile Contact list.

See also