Notifying Non-Platform Users by Task Schedule

Version

Application Scenario

After you installed the Notifying Non-Platform Users by Task Schedule plugin, you can push emails to non-platform users by Task Schedule.

You can obtain the plugin at https://community.finereport.com/plugin/?id=129.

For details about how to install the plugin on the server, see Plugin Management.

Server Dataset Adding

In the decision-making system, choose System Management > Data Connection > Server Dataset, and add a server dataset to query the information of users to whom emails are to be pushed, as shown in the following figure.

Task Schedule Setting

1. Select Customer User, select the dataset added in section "Server Dataset Adding", and select Name, as shown in the following figure.

2. Set the items as needed. For details about the procedure, see Task Schedule Email Notification.

3. Select Generate Result (Except for General Result) Separately Based on User in Default User Group, as shown in the following figure.

4. Select Email Notification and enter ${value("User",2,1,fine_username)} in Recipient to query the email addresses corresponding to the users, as shown in the following figure.

Note:

For details about task schedule formulas, see Supported Formulas in Task Schedule. For details about the Value function, see Value Function Intro.

Effect Display