I. Overview
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
II. Operation steps
1. Sender settings
Enter the data decision system as an administrator, clickManage>System>Mailbox, configure the mailbox server, refer to Email Service
As shown below:
2. Recipient settings
Recipient setting refers to setting the recipient's mailbox;
Recipient mailbox settings are manually added in User Management or imported in Synchronize Users
Set the mailbox for the Anna user, as shown in the figure below:
3. 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\SpecialSubject\Timed task authority 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) Incoming mail
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.