Skip to main content
Announcements
Defect acknowledgement with Nprinting Engine May 2022 SR2, please READ HERE
cancel
Showing results for 
Search instead for 
Did you mean: 
k_holt69
Contributor III
Contributor III

Import and loop through recipients and send individual email attachment

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

Labels (1)
1 Solution

Accepted Solutions
Ruggero_Piccoli
Support
Support

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

 

 



Best Regards,
Ruggero
---------------------------------------------
When applicable please mark the appropriate replies as CORRECT. This will help community members and Qlik Employees know which discussions have already been addressed and have a possible known solution. Please mark threads with a LIKE if the provided solution is helpful to the problem, but does not necessarily solve the indicated problem. You can mark multiple threads with LIKEs if you feel additional info is useful to others.

View solution in original post

7 Replies
Frank_S
Support
Support

This is the most common use case and can be achieved using the information in the following article.

Kind regards..

Please remember hit the 'Like' button and for helpful answers and resolutions, click on the 'Accept As Solution' button. Cheers!
Ruggero_Piccoli
Support
Support

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 



Best Regards,
Ruggero
---------------------------------------------
When applicable please mark the appropriate replies as CORRECT. This will help community members and Qlik Employees know which discussions have already been addressed and have a possible known solution. Please mark threads with a LIKE if the provided solution is helpful to the problem, but does not necessarily solve the indicated problem. You can mark multiple threads with LIKEs if you feel additional info is useful to others.
k_holt69
Contributor III
Contributor III
Author

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?

Ruggero_Piccoli
Support
Support

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:

Ruggero_Piccoli_0-1670938326731.png

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



Best Regards,
Ruggero
---------------------------------------------
When applicable please mark the appropriate replies as CORRECT. This will help community members and Qlik Employees know which discussions have already been addressed and have a possible known solution. Please mark threads with a LIKE if the provided solution is helpful to the problem, but does not necessarily solve the indicated problem. You can mark multiple threads with LIKEs if you feel additional info is useful to others.
k_holt69
Contributor III
Contributor III
Author

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

  • create individual filters and assign to users
  • assign these filters to the Report
  • assign the filters to the Publish task

Sorry about this but I think I've missed something or added in something that I shouldn't

 

Kev

Ruggero_Piccoli
Support
Support

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

 

 



Best Regards,
Ruggero
---------------------------------------------
When applicable please mark the appropriate replies as CORRECT. This will help community members and Qlik Employees know which discussions have already been addressed and have a possible known solution. Please mark threads with a LIKE if the provided solution is helpful to the problem, but does not necessarily solve the indicated problem. You can mark multiple threads with LIKEs if you feel additional info is useful to others.
k_holt69
Contributor III
Contributor III
Author

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