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cbaqir
Specialist II
Specialist II

Import Recipients with their user name as filter

I am trying to set up my NP 16.6 report to send a report to each use with only their information. I am importing their information from a table in my QVW that has username, full name and email. I want their user name to also be a filter on the field BUILD_RESOURCES_SUB so they only receive their info but I can't figure out how to do this automatically on import. 

Manually creating the filter is not an option. Can someone help point me in the right direction please?

TIA

Labels (1)
10 Replies
dplr-rn
Partner - Master III
Partner - Master III

few options.

1. automatically generate an excel file (another nprinting task) and import this on a regular basis

https://help.qlik.com/en-US/nprinting/September2019/Content/NPrinting/DeployingQVNprinting/Import-Us...

2. Use nprinting api to create users filters etc. 

 

cbaqir
Specialist II
Specialist II
Author

Where can I find an API?

dplr-rn
Partner - Master III
Partner - Master III

API reference guide below

https://help.qlik.com/en-US/nprinting/November2018/Content/NPrinting/Extending/NPrinting-APIs-Refere...

 

You can call these from qlik script as well.

check below

https://community.qlik.com/t5/Qlik-NPrinting-Discussions/How-to-use-Qlik-NPrinting-APIs-inside-a-Qli...

 

 

the import excel method has lot more moving parts but would be quicker to achieve.

one down side to API method is it can be slow if you are doing a lot of updates

cbaqir
Specialist II
Specialist II
Author

Thanks. I have a ton of recipients that I want to auto update and use their email address on file to send a report filtered to only their information. I'm open to suggestions on the best way to accomplish this.

dplr-rn
Partner - Master III
Partner - Master III

look at the help url i shared as part of option 1.

that will give you details.

https://help.qlik.com/en-US/nprinting/September2019/Content/NPrinting/DeployingQVNprinting/Import-Us...

https://help.qlik.com/en-US/nprinting/September2019/Content/NPrinting/Examples/Examples.htm

 basically you create an excel using some process which will contain all your users and associated filters and group.

Sample excel from the url is attached.

then you add the group into your nprinting task and then each user within group will get an email with the filter defined in the excel.

you can automate creating the excel

cbaqir
Specialist II
Specialist II
Author

How do you automatically create the excel file?

dplr-rn
Partner - Master III
Partner - Master III

You could use Qlik +Nprinting to generate the Excel.

Ruggero_Piccoli
Support
Support

Hi,

Links supplied by @dplr-rn are correct but they are related to Qlik NPrinting 17+, instead you are using a 16.6 that is quite different in the import recipient part.

I strongly suggest you to upgrade your installation to 16.9 to have latest available version.

Than QlikView NPrinting 16 can:

- Import recipients directly from QlikView objects https://community.qlik.com/t5/Qlik-NPrinting-Documents/How-to-Import-Recipients-from-QlikView-Docume.... Please note that this feature is not supported by Qlik NPrinting 17+ so, if you use it, when you will migrate to 17+ you will have to modify it in order to use supported features.

- Import recipientn from Excel files https://community.qlik.com/t5/Qlik-NPrinting-Documents/How-to-Create-and-Import-Recipients-with-Filt... with the big difference between the linke 17+ that in 16 you can map Excel file columns to recipient fields and it is not mandatory to import all fields and all worksheets.

- The syntax to create filters for users while importing from Excel is explained in the page https://community.qlik.com/t5/Qlik-NPrinting-Documents/Advanced-Filters-Syntax-on-Recipients-Import/...

- QlikView NPrinting 16 doesn't have any API as 17+

Best Regards,

Ruggero



Best Regards,
Ruggero
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cbaqir
Specialist II
Specialist II
Author

I have upgraded to NP 16.9. I imported my recipients from a table in my QVW but the filters that are supposed to be associated with them aren't coming through when I look at the recipient filters. I did create a field and mapped is as a filter but it doesn't appear that I did it correctly.

For example, when I look in NP at a user, the filter for that user is not correct.

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