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Hi Everyone,
Please help me to send mail (with excel report) to specified user for Nprinting.
Please refer the attached sample.xlsx, I have the table with 14 records. I have below requirement:
Note: Users might be vary every day and report having the following fields only: Buyer Name, Policy Number, Previous Date, Previous Buyer Rating, Current Date, Current Buyer Rating and Agent Name.
Thanks in Advance.
Regards
Jhanaarthanan
You can create a Import task with a trigger daily. In the import task link the xlsx with the users using the follow template:
Create a filter for the user Joseph123@email.com declaring the possibles values for the field Buyer Name and Policy Number. Add the filter to the user.
Create a Publish task and add the report. Nprinting use the use filter for each recipient.
Hi,
For more details refer to the help site https://help.qlik.com/en-US/nprinting/April2018/Content/Introduction/Introduction.htm.
Creating Excel templates, filters, importing users etc are all well explained there.
Best Regards,
Ruggero
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Hi Gastavo,
Thanks for your information.
But my Nprinting version is 16.7.0.0, is it your solution will support this version?! the link (https://help.qlik.com/en-US/nprinting/April2018/Content/DeployingQVNprinting/Import-Users-Filters.ht...) mentioned that it will support only Nprinting Version 17 and above.
Please clarify.
Thanks & Regards
Jhanaarthanan
Thanks Ruggero!