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Hi
I'm trying to create an app where I can import a list of Field Engineers and then email them their weekly own data from a filtered QS App.
I've found a few thread but most of the links are broken and others refer to importing users rather than recipients. Also tried a number of help pages with no luck.
Any help greatly appreciated
Hi,
About filters refer to https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/ReportsDevelopment/Static-dynamic-fi...
You can create and assign filters to users via Excel import.
If you want to send filtered reports to a user you have to assign it the correct filters.
If you assign a filter to a report all generated copies of that report will be filtered.
If you assign a filter (or more) to a publish task all reports generated by that task will be filtered.
You can add filters in multiple places, for example filter report data by year and user data by salesman.
The correct place where to add filters depends on your goal. I suggest you to read carefully the linked page to understand how Qlik NPrinting filters work.
I hope this helps.
Best Regards,
Ruggero
This is the most common use case and can be achieved using the information in the following article.
Kind regards..
Hi,
When posting a new question in the community, please, add the label with the correct version of Qlik NPrinting you are using because the answer could depend on it. Thanks.
Qlik NPrinting users can be created manually, via APIs or imported from LDAP or from Excel files. It is not possible to directly import users from a Qlik Sense app. The suggested solution, when you have users information in a Qlik Sense app, is to create a Qlik NPrinting report template to create the Excel file with the users. It must be in the format described in https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/DeployingQVNprinting/Import-Users-Fi... or in the example you can download from the same page.
Then you have to create a publish task to export it and a users import task to create users from the file generated in the previous step. There is no built-in feature to start the second task only after the first is finished. The easier solution is to estimate the duration of the first task, add a safety margin, and schedule the second task after. Otherwise, you have to use APIs to check the status of the first task to decide when to run the second.
Via Excel file, you can import also users-filters associations and/or create filters. Note that a user import task can delete only the users it creates, no others.
About sending filter reports via email refer to the getting started tutorial https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/Introduction/Get-started.htm.
Best Regards,
Ruggero
Hi
Thanks for the help with this.
I managed to get groups, email and username filters and users imported ok. Created a report and added the new email filter. Add this report to a publish task, added the user group to the email destinations and to the "To" field for the email however when I run the Publish task the filtered users get all the excel data and not filtered to themselves.
Am I missing something?
Hi,
If users are receiving not filtered reports, it means that there are no filters associated with them. Open the profile of one of the user and check that it has at least one filter:
If you imported users via Excel file be sure the syntax is correct and that everything is imported correctly by checking in details some sample profiles.
Best Regards,
Ruggero
Hi Ruggero
Thanks for the help but still not working as I expected so can I ask if I have this correct?
I've created users using the template and all import ok but do I
Sorry about this but I think I've missed something or added in something that I shouldn't
Kev
Hi,
About filters refer to https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/ReportsDevelopment/Static-dynamic-fi...
You can create and assign filters to users via Excel import.
If you want to send filtered reports to a user you have to assign it the correct filters.
If you assign a filter to a report all generated copies of that report will be filtered.
If you assign a filter (or more) to a publish task all reports generated by that task will be filtered.
You can add filters in multiple places, for example filter report data by year and user data by salesman.
The correct place where to add filters depends on your goal. I suggest you to read carefully the linked page to understand how Qlik NPrinting filters work.
I hope this helps.
Best Regards,
Ruggero
Hi Ruggero
Thanks for all your help, got it sorted (I hope) just after I sent my last reply 🙂
Got there eventually and appreciated the assistance
Thanks you