Category: Microsoft 365

  • How to Easily Create an Excel File in Electronic Reporting (ER)

    How to Easily Create an Excel File in Electronic Reporting (ER)

    In this post, I’ll explain an easy way to create an exportable Excel file using ER. Typically, I use Excel for exporting tables and similar files that need to be opened directly in Excel. For business documents like invoices and orders, I generally prefer Word, though Excel can also be used for these documents, as…

  • Extending Electronic Reporting Sources: Integration with OneDrive (II/II)

    Extending Electronic Reporting Sources: Integration with OneDrive (II/II)

    To implement the logic, we will create the following classes: There are a lot of classes, each with a bunch of methods, but it’s not as complicated as it looks. Most of the methods are just required because we’re implementing an interface, and they’re basically one-liners that I copied from Microsoft’s example. I’ll try to…

  • Extending Electronic Reporting Sources: Integration with OneDrive (I)

    Extending Electronic Reporting Sources: Integration with OneDrive (I)

    In this series, I will explain how to extend ER (Electronic Reporting) sources to import from non-default origins (beyond the default options like manual imports or SharePoint). This will also enable us to program batch jobs for continuous integrations. Specifically, I will guide you step by step on how to integrate with a third-party OneDrive,…

  • Extending Electronic Reporting Destinations: Integration with OneDrive (III)

    Extending Electronic Reporting Destinations: Integration with OneDrive (III)

    In this final post of the series, I’m going to explain how to send files to OneDrive. Since I’ve implemented this functionality in a separate class, it’s more independent from the ER destinations. This is intentional because we may want to reuse the class for other developments. If you are extending destinations that aren’t for…

  • Extending Electronic Reporting Destinations: Integration with OneDrive (II)

    Extending Electronic Reporting Destinations: Integration with OneDrive (II)

    To implement the logic, we will create four classes: We won’t write the final class now. I’ll explain it in the next and last post of this series. For now, we will show an info message to verify it’s working. After compiling, we should see the destinations with a lookup for the connection. The enabled…

  • Extending Electronic Reporting Destinations: Integration with OneDrive (I)

    Extending Electronic Reporting Destinations: Integration with OneDrive (I)

    By default, you can export ER generated files to your computer, to a tab in your browser, to an email, to an archive (either the default SharePoint or the default Azure Storage), to a printer, and even to Power BI (though I’m not sure how this works, it seems to pass through SharePoint). Most of…

  • Create a Word/PDF in Electronic Reporting (III)

    Create a Word/PDF in Electronic Reporting (III)

    In the last two posts, we explored how to create a Word document with ER. In this final part of the series, I will show you how to fix common issues when working with Word, name the document, and finally export it as a PDF. Line break By default, Word deletes line breaks and substitutes…

  • Create a Word/PDF in Electronic Reporting (II)

    Create a Word/PDF in Electronic Reporting (II)

    We already have the format mapped, so we can download our Word document by selecting the Word node, going to ‘Attachments’ and then selecting ‘Open’: Let’s open our Word document and ensure we have the ‘Developer’ tab enabled. If it’s not visible, you can activate it by navigating to ‘File’ > ‘Options’ > ‘Customize Ribbon’.…

  • Create a Word/PDF in Electronic Reporting (I)

    Create a Word/PDF in Electronic Reporting (I)

    In this series, I’m going to explain the process of creating a Word document in Electronic Reporting (ER) or a PDF, as it can easily be converted to PDF using the ‘Electronic Reporting Destination’. In this post, I’ll be focusing on the format, as the model and the mapping are generic. This method is valid…