cyclic html report format share on mail

[prathamesh50171]

Hi All, 

I need help for sharing mail to respective email-id's as per the invoice.

invoice-id	email
INV0001	user@abc.in, user1@abc.in
INV0002	user@abc.in, user2@abc.in

[Lech_Miszkiewicz · Accepted solution]

Hi @prathamesh50171 

This is not enough information. You may want to be more precise as to how the relationship between invoice and email is maintained and what is the requirement. 

Note that with NPrinting you need to predefine recipients which must exist as NPrinting users which then may have NPrinting user filters associated with them. Just to pre-amp your question: NO- There is NO cycle & email feature in NPrinting and depending on particular requirement there are other ways of handling this.

Your example shows that user user@abc.in receives INV001 and INV002. Should that user receive 2 separate emails with each invoice separately or should he get 1 email with 2 invoices? Answering that question will give us hint as to which approach should we look at. 

Assuming that each invoice needs to be sent separately to group of emails you may consider creating:

• dummy NPrinting users (each dummy = 1 invoice).https://help.qlik.com/en-US/nprinting/February2025/Content/NPrinting/DeployingQVNprinting/Import-Use...
• You add them all to NPrinting group (called for example Invoices)
  • https://help.qlik.com/en-US/nprinting/February2025/Content/NPrinting/Recipients&Users/Create-users-f...
• You add this group as your Recipient of the task
  • https://help.qlik.com/en-US/nprinting/February2025/Content/NPrinting/DistributionSchedulesAutomation...
• Then you apply to them invoice filter https://help.qlik.com/en-US/nprinting/February2025/Content/NPrinting/ReportsDevelopment/Static-dynam...
• and if you can then use alternate email as your distribution list (likely with variable which can evaluate once you filter on single invoice).
  • https://nprintingadventures.com/2020/06/17/small-big-change-dynamic-email-address/
  • https://help.qlik.com/en-US/nprinting/February2025/Content/NPrinting/Recipients&Users/Create-users-f...

So then when task runs it:

• looks for users - in this case would be all dummy users who belong to group invoices
• since those users will have each single invoice filter it will apply such filter
  • then it generates report
  • and sends it to variable alternate email based on the variable which you would define in the app

It is rather simple solution and can be fully automated end to end as creating dummy users and filters and associating them with groups can be done by creating excel spreadsheet and using recipient import task which I already gave you link to in above hyperlinks. 

cheers

[Andrea_Bertazzo]

 @prathamesh50171 
I assume that you need to send 2 reports, INV0001 and INV0002 to the email addresses you wrote. From the title, I understand that INV0001 and INV0002 are generated by a cycle.

In this case, you need to work with user filters.
1. Create a filter on the Cycle field that selects the INV0001 value.
2. Create another filter to select the INV0002 value.
3. Assign the first filter to user1@abc.in the second filter to user2@abc.in and for user@abc.in assign no filter. 
User1 and User2 will receive only the file they are supposed to see, while User will get both.

You can find more information about user filters here and here.

Kindly, send a detailed description if you need more info.

[prathamesh50171]

@Lech_Miszkiewicz 

Thank you.