Adding Recipients to NPrinting files by hand can be tedious and error prone, so import them complete with filters and distribution groups. During the process you will create mapping between fields from the data source and the columns in the recipient database in the NPrinting file. Some mappings are straight transferal of text, but others require specific syntaxes. Here are examples and explanations for filter syntaxes.
Filtering Priority/Order as follows:
-Chart (object filters)
Multiple filters, same field on multiple objects, Only one will be applied
Chart filters have the highest priority and Task filters have the lowest priority
Therefore, filters applied at the top of this chain will take priority and override lower priority filters. Thus, filter behavior is dependent on where the filter is applied.
Here is a short list of recipients with many fields stored in an Excel file. Column headings can be imported with the data to help the mapping process when importing these recipients into an NPrinting Project File.
Here is the first filter field, there can be more than one.
This filters for a specific value in a specific field.
This filters for a series of values in a specific field.
Filters can have the following Parameters activated by adding a comma separated list of values enclosed in angle brackets, '<' and '>', after the closing brace:
Filters are applied with the priority sequence: Task, Recipient, Cycle, Report, Level/Page, Chart so the final dataset depends on where the filter with clearselections activated is applied. This option is useful, for instance, when you have a Report with the filter Category=Babyware and you want to insert, in the same report, a table with the overall sales, unfiltered. So you'll apply the filter with clearselection on the field Category only to the QlikView chart with totals.
In the log you'll see the an entry for the clearselection action.
This flag also works with Linked Fields filters. All the fields that are composed of the Linked Fields will be cleared.
Note that parameters are not case sensitive.
Recipients can be associated with as many groups as desired when importing them. Reports can have one or more recipient groups, making maintenance easy. It is enough to remove a Recipient from a group to stop distribution of the relevant reports to that Recipient, or add a Recipient to start distribution to her.
Here are examples of Recipient associations with group. All groups could be listed in the Group1 column as a comma separated list, but two columns have been used here. The Group 1 column is dedicated to country groups, while the Group 2 column is used for business unit or management units.
During the columns mapping of your Excel file it's also possible to import CC (Carbon Copy) and BCC (Blind Carbon Copy) information. Refer to the tutorial "How to Create and Import Recipients with Filters and Distribution Groups".
Inspect Tom Lindwall's profile after importation.
Recipients that have been imported from a data source by a Recipient Import Task and have been eliminated from the data source can be deleted automatically from the .nsq file by rerunning the exact same Recipient Import Task. See: How to Delete Recipients Automatically When Importing.
For more explanation also see "Advanced Filters Syntax on Recipients Import".