We have a Crystal Report grouped by Project ID that is to be emailed to Recipients based on their Project assignments.
I created a Webi report that lists Recipient ID’s (ascending sort), Project ID’s, and email addresses. Each Recipient may be on many Projects; each Project has many Recipients.
The Recipients are actually Enterprise users, but because Projects and Recipients are constantly changing, it seemed to us that using dynamic recipients made more sense than utilizing Enterprise users and Profiles.
I am not using parameters in Personalization. Instead, I am using filters where the Crystal Report field ‘Project ID’ is mapped to Dynamic Recipient field ‘Project ID’ in the Webi Report.
The issue I’m having is as follows: Recipient 1 is linked to Projects A and B; Recipient 2 is linked to Project A only. When Publisher runs, Recipient 1 receives 3 emails - one for Project A, one for Project B, and one for Projects A & B. Recipient 2 gets one email for Project A. We cannot figure out why the Recipient 1 is getting duplicate emails, and have tried various combinations of options in Publisher to resolve the issue with no success.
Sorry for the long explanation, but would appreciate any information on this. We have scoured forums, blogs, and Business Objects manuals, but can’t seem to find any info on this specific problem.
Hi,
Welcome to B B
This must be an issue with Dynamic recipient list .
I have published same sort of requirment with Dynamic recipients list ( created a Deski report build top on spreadsheet as shown below for Dynamic recipient list).
Recipient ID Full name E-mail Address Project
1 Dave dave@xyz.com Proj A
1 Dave dave@xyz.com Proj B
2 Tom Tom@abc.com Proj B
Upon publishing, Dave got 1 e-mail with Proj A, Proj B info and Tom got 1 e-mail with Proj B info.
Nope, still doesn’t work. I tried creating the source report in Webi with the following results (using your data as an example):
User 1 gets 3 emails - 1 for Project A, 2 for Project B (duplicate reports)
User 2 gets 1 email for Project B
The recipient list is in Webi, with an ascending sort on the User ID in the universe, and an ascending sort on the User ID in the Webi report. I am embedding the report in the email in mHTML, no attachment. In Destinations, I’ve tried checking and unchecking the ‘deliver objects to each user’ option, but it doesn’t make any difference.
Thanks for any help on this. We use projects extensively, so once we can get this working, we’ll use this technique over and over again.
Well, it turns out you were on the right track with Dynamic Recipients.
BO Support had me modify the Recipient Identifier field (in the Dynamic Recipients property) from ‘User ID’ to ‘Project ID’ and the publication works fine now. I tested this using both a Webi report and a Crystal report as source documents (source for dynamic recipients was a Webi report) and both worked fine.
I guess the moral of the story is not to take ‘Recipient Identifier’ literally - it seems to function more as a grouping field.
I was having the same issues with dynamic recipients. Once I used a unique identifier field that was different from name and email (was using name for recipient id) then it worked fine!
I still have a problem with the recipient’s names being duplicated in the email, though. For example, if there are 3 recipients and 3 projects, each recipient will get one email listing 3 projects, but nine names (3x3) will show up in the ‘To’ section. I have no idea where to even start to fix this one!
(BOB member since 2009-08-19)
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