How to add user level dynamic filter

[Anonymous]

Use Case: Suppose if i have sales report by different Region & Sales Man. Users are my Sales Man. Now Nprinting has to dynamically send their corresponding report to them vis Email.

For example:

if Salesman 1 has 3 regions under him. In the User ( Recipient ) list for Salesman1 we should be in position to add that filter for Salesman=Salesman1 and Region ={Regions1, Region2, Regions3)

Similarly for Salesman 2 has 2 regions under him. In the User ( Recipient ) list for Salesman2 we should be in position to add that filter for Salesman=Salesman2 and Region ={Regions4, Region6)

I know in older versions of Nprinting we can do this. but with version 17 can we do this. What are the steps.

Another Question: Can we have same user listed twice in the users with different name but same Email ID.

[ogster1974]

Email would flag as duplicate so no

Your other requirement you can add user filters during your user import tasks as you want with the 2 criteria what I would check is do you need the two filters as surely sales man Id will filter your data down to sales that happen to be within those regions anyway.

[Anonymous]

Hi ogster1974   Sorry to ask in more detail. I really don't  know the steps. Is there any source to know the steps.

Questions i have like are when creating import as a task. And giving the excel as the import path, how should i define the filter field in the excel sheet. and which option i need to select for the filter.

[Anonymous]

any help anyone