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Crystal Reports added to a Task are stored in MyAssistant's database, so they have to be replaced on the Task to reflect any report changes. Instead removing the old report, re-attaching it and re-filling out the prompts and report options, MyAssistant features the ability to "refresh" the attached report.
Refreshing an attached report replaces the original report with a selected new one; while attempting to use the original's options and prompts. If the "refreshed" report has different prompts compared to the original report, the Report Options window opens so the prompts can be updated. If the new report has the same prompts as the original, the Report Options window will not open. In either case, the name of the report in the Attachments section of the Email step will update to the name of the new report (if different).
To refresh a Crystal Report attached to a Task
1.Select the MyAssistant Task with the attached report in the main MyAssistant window
2.Click "Open" in the button bar to open the Task
3.Click "Email" on the left side of the window that opens to go to the Email Step
4.Right-click on the Crystal Report in the attachments section and select "Refresh...".png)
5.Navigate to and select the updated Crystal Report, then click "Open"
6.(If the prompts are different) Fill out the prompts in the Report Options window that opens, then click "OK"
7.Click "OK" to close the Task
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