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Have a need to automatically email a report to someone from OpenAir that isn't be able to run report themselves directly?  This script automatically creates a mirror contact record for new users of OpenAir to support report scheduling to contacts instead of requiring report sharing to occur.

Technical Description

When a new OA user is added, this form script adds the user as a "contact" on the default company's client, allowing it to be used as a contact for the purposes of report distribution.

Dependencies

All new users will create a contact.  Inactivation or updates of the user record does not change the created contact record.  Contact names are copied from the user demographics form.

Requirements

  • Scripting Center
  • Switch to support emailing contacts for scheduled reports
Schedule Report Contact Creation Automation

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