How do I use Custom Tasks in CRD?

The Custom Tasks module allows you to write a series of automation actions (workflows) which can be set to run before a report is run, after a report is run, or both.

Custom Task

The Custom Tasks module allows you to write a series of automation actions (macros) which can be set to run before a report is run, after a report is run, or both. (Not applicable to Automation Schedules).

  • In the Schedule Wizard, go to Custom Task.
Crystal Reports: Custom Tasks Wizard in CRD.