ftos.documents.generateByName

IMPORTANT!  
Starting with v24.3.0, this is renamed from callReportByName to ftos.documents.generateByName.

Calls a document report based on the report name.

If you use the date parameter, then you can retrieve a report item that fulfills the following condition: startDate <= date <= endDate. This means that only reports that are valid and not expired are retrieved. If not report meets the condition, then the report marked as default is retrieved.

This is a business logic method for business service components.

Syntax

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function ftos.documents.generateByName(reportName: string, recordId: string, date: string): void
 
Parameter Description
reportName Name of the document report you wish to call.
recordId Unique internal identifier of the entity record you wish to run the document report on.
date Optional parameter for returning the ID of the report valid at the specified date (yyyy-mm-dd).
NOTE  
The date parameter is available starting with FintechOS v24.0.1.

Examples

In this example, we call the welcomeMessage report, which generates a customized welcome message PDF on the Customers entity, for the customer with the following ID: 656f62dd-60f5-43ba-86d0-ba8c43acd719.

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ftos.documents.generateByName('welcomeMessage', '656f62dd-60f5-43ba-86d0-ba8c43acd719');

In this example, we call the welcomeMessage report, which generates a customized welcome message PDF on the Customers entity, for the customer record that is open in the current digital journey.

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ftos.documents.generateByName('welcomeMessage', ftos.context.Id);