Actions - Report Document Assignment

In this section, you will find all available actions for report document assignment.


Dynamically Assign Users to Report Document 

This action can be used to dynamically assign users (see Users) to a report document that has been created by a Create Report Document Action.

Example: You have created a report document that contains data for a specific store of your retail network. In the datasource (e.g. the QlikView Document) there is a field that contains the windows username or human resource ID (or something similar) of all persons who should receive the report document. You want to distribute the created report document to the hub report library ( Library) of these persons using a Distribute Report Document to Hub Report Document Library Action. In such a case, you do not want to add static users to distribute the report document to, instead, you want to dynamically assign the users based on the field in the QlikView Document.

The following attributes can be set:

Report Document
The report document you want to assign dynamic users to. This needs to be a report document that has been created by a Create Report Document Action in the same task.
Type
The type of user assignment that determines the method to be used to identify users to assign to the report document.

User Custom Property.

If you use this type, you can select a custom property (see Custom Properties) and a match expression (see Expressions). When executing the action, Mail & Deploy will evaluate the expression and assign the report document to all users (see User and User Groups) where the given custom property has at least one of the values that the match expression returns.

User Windows Account Name.

If you use this type, you can enter a match expression (see Expressions). The expression needs to return zero, one, or more windows account names. All users having one of the returned windows account names will be assigned to the report document. 


Dynamically Assign E-Mail Addresses to Report Document 

This action can be used to dynamically assign e-mail addresses to a report document that has been previously created.

Example: You have created a report document that contains data for a specific store of your retail network. In the datasource (e.g. the QlikView Document) there is a field that contains  the e-mail addresses of all persons who should receive the report document. In this case, you do not want to assign static e-mail addresses when distributing the report; instead, you want Mail & Deploy to dynamically read these e-mail addresses from the datasource and distribute the report document to them.

The following attributes can be set:

Report Document
The report document you want to assign dynamic e-mail addresses to. This needs to be a report document that has been created by a Create Report Document Action in the same task.
Type
The type of e-mail address assignment that determines the method to be used to identify e-mail addresses to assign to the report document.

Expression Evaluating to E-Mail Addresses.

If you use this type, you can enter a match expression (see Expressions). The expression needs to return zero, one, or more e-mail addresses which will be assigned to the report document. If a single value returned by the expression can contain more than one value, you can specify which character shall be used to separate these values into individual e-mail addresses.

User Custom Property.

If you use this type, you can select a custom property (see Custom Properties) and a match expression (see Expressions). When executing the action, Mail & Deploy will evaluate the expression and assign the report document to the e-mail addresses of all users (see User and User Groups) where the given custom property has at least one of the values that the match expression returns.

User Windows Account Name. 

If you use this type, you can enter a match expression (see Expressions). The expression needs to return zero, one, or more windows account names. The e-mail addresses of all users having one of the returned windows account names will be assigned to the report document. 
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