Setting Up the Report Utility BP

Go to the project/shell tab where you will be running the print (report) or shell template and switch to Admin mode.
In the left Navigator, click Setup > Business Process.
Locate and open the Report Utility BP.
If the Report Utility BP is not available, click New and add the BP (if adding the BP, also set Access Control permissions).
In the left Navigator, click Workflow Setup, click New to add a new workflow setup, and then click OK to save your changes and open the Workflow Setup dialog box.
In the dialog box for new workflow setup, enter a Setup Name on the General tab.
This name is what users see when they create a record that will generate the custom print.
Set the Status to Active.
For Default Record format for Notification and Document Manager, select Custom and then select the custom print custom template that you created for the report.
On the Settings tab, in the Workflow Configuration section, complete the following:
- For the Creation step, add assignees who will be able to create records in this workflow.
- For the End step:
  1. In the Assignees block, set Allow Cc to Yes. If you intend to email the custom print to users selected on the record line items, select the Copy additional users from upper form and line item tabs check box.
  2. In the Email Notification block, select the Include record information as attachment check box.
  3. In the Additional Information block, if you intend to save the custom print to the document manager, select the Save Record information to Document Manager check box.

See Also