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We have developed a custom report (as a Fluent Service) that generates a customer report in CSV and/or HTML.  The report contains sensitive information and cannot be delivered via email.

How can I deliver the report, via Transact Manager, to an authenticated user?

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    2 answers

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      Make it a task assignment (authenticated), with an attachment. You'll need to build a custom form with one field (attachment field), and use email notification for the task. The email can contain a hyperlink to the task as a velocity variable, or just link to the tasks page. The subject of the task can be "you have a new report to download", and the user would be forced to authenticate before accessing the Work Space Task List.

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        Hi Kevin,

        As Sacha's example alludes to, generally in this type of situation it's preferable for the user to 'pull' rather than 'push' the report - at the very least there is some confidence that the appropriate user(s) are initiating the data transfer. But here are a few quick alternative ideas that you might also like to consider:

        1. Create an authenticated form with an associated dynamic data service that allows the user to generate and/or download the report.
        2. Create an authenticated RESTful web service (Groovy Service) to allow the user to generate and download the report from a static URL.
        3. Use SFTP or authenticated web service to deliver the report.
        4. Use a password-protected or encrypted archive (zip file) to deliver the report (via email).
        5. Grant the user limited access to Transaction Manager to retrieve the report. 

        The report data can be stored within Transaction Manager as a:

        • Form Space property
        • Organisation property
        • User Profile property

        Happy to expand further on solution specifics if you have a particular direction in mind.

        Cheers,
        Matt

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