Dynamic Email Sending

1. Problem description

Generally, in the sales industry, a manufacturer has many distributors. The distributors need to purchase from the manufacturer, remittances and a series of operations, and the manufacturer will regularly send emails to the distributors to inform them of the remaining goods and remittances. Situation, etc.; when the company pays wages, it sends an employee a salary email about the employee.

How to use reports to send emails with different content to different people on a regular basis?

2. Solutions

In the process of setting a timed task, check the buttonIn addition to the general results, members of the default user group will receive individual results in the step of 「Dispatcher Object」,when performing a scheduled task, the data will be filtered according to the parameter $fine_username. The content of the cpr file generated under the user folder in the schedule folder is the salary information of the corresponding user.

In the「File Process」step，checkEmail Notification,can realize the function that different people receive different content mail.

Note: Refer to the Authority Control of Timed Tasks Authority Control of Timed Tasks

1 Prepare user information

The administrator clicks Server>Server Dataset to create a new built-in data setstaff. The content of the data set is shown in the figure below:

This dataset is not only the platform user information table, but also the template parameter access table. The two must be consistent before the template display content can be controlled by the user name.

2. Prepare template

The designer creates a new ordinary report, and the values of cells A2~F2 are taken from the server data set above, as shown in the following figure:

Double-click cell A2 and set the filter criteria: (column name: name) is equal to'=$fr_username'

Note: This can also be achieved by filtering the user's role and position, using the corresponding parameters $fine_role and $fine_position

Please refer to the completed template: %FR_HOME%\webapps\webroot\WEB-INF\reportlets\doc-EN\SpecialSubject\Timed_task_content_permission_control.cpt

3. Import users

The administrator logs in to the data decision system, clicksManage>User>All Users>Import User, and uses the server dataset above to import users, as shown in the following figure:

4. Set sender

The imported information includes the user's mailbox, which is the recipient's mailbox. If the mailbox information is not included, please manually configure the mailbox for the user.

Enter the data decision system as an administrator, clickManage>System>Mailbox, configure the mailbox server, refer to Email Service

As shown below:

5. Set up scheduled tasks

1) Add task

In the Data Decision System, click Manage> Task Schedule> Add a Task to add a scheduled task. As shown below:

2) Basic settings

Fill in the「Task Name」as Payroll, the user is Anna, the recipient of chapter II.2 of this article, and click OK. As shown below:

3) Dispatcher Object

Click Next and choose a template%FR_HOME%\webapps\webroot\WEB-INF\reportlets\doc-EN\SpecialSubject\Timed_task_content_permission_control.cpt ,check the buttonIn addition to the general results, members of the default user group will receive individual results, File Name isSalary email,as shown below:

4) Scheduling Cycle

Click Next and do nothing.

5) File Process

Click Next,checkEmail Notification, CC to platform usersAnna ,Theme isPayroll, Mail Content isSalary of ${fine_username}, checkText Preview Report ContentandText plus result link, clickSave, As shown below:

6. Effect preview

The content of the received mail is shown in the figure below:

Note: The mail is displayed in HTML, and the text can be copied.