Overview
Version
| Report Server Version | Plugin Name | Plugin Version | Functional Change |
|---|---|---|---|
11.0 | Template Message Event | V1.7.5 | / |
Note:Application Scenario
The Template Message Event plugin can push messages to mobile terminals inreal time, achieving information fast transmission. Both frontline personnel and enterprise managers can know business status through their mobile phones anytime and anywhere, which can enhance the data information value.
Scenario 1: After entering information, the leader can choose different responsible persons who can receive message notifications and corresponding tasks in the first time.
Scenario 2: The bank personnel needs to timely push the registered ETC customers' information to leaders, who can thus know basic conditions of these customers.
Function Description
The Template Message Event plugin is supported on mobile terminals. After successful submission, messages are instantly pushed to the DataAnalyst app, making it easier to send quick and accurate messages.
Notes
Messages cannot be pushed to users in secondary or lower-level departments through the plugin.
Plugin Introduction
Preparation
Click to install the plugin: com.fr.plugin.templatemessage.v11-1.9.0.zip.
To push messages to the DataAnalyst app, you need to install and configure the app. For details, see Install the App.
For details about how to install plugins in the designer, see Designer Plugin Management.
For details about how to install plugins on the server, see Server Plugin Management.
Template Message Setting Entry
1. Right-click a cell, choose Widget Setting > Event, click the + icon, select an event, and select Template Message from the drop-down list.
2. Choose Template (on the designer toolbar) > Web Attribute. Template Message is added in Event Settings of three tab pages: Data Analysis Setting, Pagination Preview, and Data Entry Setting.
Example
The following content illustrates how to notify the corresponding personnel to view a template through a simple example.
Adding Template Web Attributes
Open the template under the path %FR_HOME%\webapps\webroot\WEB-INF\reportlets\doc\Form\LineForm\LineForm1.cpt.
Choose Template > Web Attribute > Data Entry Setting, select Set for This Template Separately from the drop-down list of Following Settings, click the + icon in the Event Settings area, select an event, and set Event Type to Template Message.
Set a Message Receiver
Template messages can be sent to platform users, roles, and departments, with the final receiver being the union of the three.
Take the user Anna as an example here.
Note:1. You can enter multiple users separated by commas (example: User 1, User 2, User 3).
2. The username, role, and department cannot be empty at the same time.
Entering Message Content
1. Client: includes three options: PC Platform, App, and Teams Push.
2. Link (mandatory): allows you to enter the link (format: decision/view/report?viewlet=LineForm.cpt&op=h5) through which a template can be opened in the way of Pagination Preview after a template message is sent.
3. Title: allows you to enter the template message title.
4. Content: allows you to enter the message prompt content.
5. Cover Image: allows you to select a cover image for the template message.
Note:1. You are advised to use a 640 x 320 (aspect ratio: 2:1) image within 5 MB in JPG or PNG format.
2. The image is set to automatically adapt the real situation after being uploaded.
Note:1. You can enter formulas in Link, Title, and Content. If parameters are used, the default parameter value can be obtained only from template parameters and global parameters, not from dataset parameters.
2. If there are special characters (such as +, \, and /) in Link, Title, and Content, they need to be correctly converted.
Template Message Event Global Validation
The template message event setting needs to meet conditions shown in the following table. Only the first error information is prompted in priority order.
| Priority | Validation Object | Prompt Information |
|---|---|---|
1 | Message Receiver | The username, role, and department cannot be empty at the same time. |
2 | Link | The link cannot be empty. |
3 | Title | The title cannot be empty. |
4 | Content | The content cannot be empty. |
Adding the Template to the Decision-Making System
After completion, save the template. Start the built-in server.
Enter http://localhost:8075/webroot/decision on the browser and log in to the decision-making system by the admin.
Choose System Management > Directory Management and add the report to the decision-making system.
Open the template, modify data, and click Submit. A prompt pops up: "Message sent successfully." That is, the message is sent to Anna.
Note:
Effect Display
On PC
Log in to the system by the user Anna, click the message icon in the top right corner, click View Message, go to My Message, click Template Message, and click Process to jump to the corresponding template.
Or you can directly click Process of the new message in the lower right corner to jump to the corresponding template.
On the Mobile Terminal
Log in to the DataAnalyst app by the user Anna. She can view template message event notifications in Message.
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