Creates Report with a dinamic Recipients

[#1]

Hi all,

this is a post that follows Saving a document in a folder named as a field

I managed to save a document in relation to the Recipients.

The used field is variable, so how do I not have to keep the folder list of Recipients in the task for creating the report?

I wish the list of recipients was updated automatically adding new records, deleting records, updating records

Bye

Adriano

[#2]

The best way to address this issue is as part of importing recipients, you can assign them to a group.  The group should be assigned to the task, isntead of the individual recipients.  This way, each time the recipient import is run, the group will be updated with the most recent recipients which is assigned to the task.

Below is a link for further detail

How to Create and Import Recipients with Filters and Distribution Groups – Customer Feedback for Viz...

[#3]

Please refer to this one as well

How to Create Recipient Groups – Customer Feedback for Vizubi

[adriano_fornoni · Accepted solution]

The correct way is settings a field in the Recipient Import Files with the Recipient Group Name.

So the recordset seems like this:

FullName|Description|RecipientFolder|Group1

Filter Syntax, Parameters, and Options for Importing Recipients

Bye

Adriano