We want users to save their reports in Inbox…but do not want Inbox to grow out of control. Can inbox be managed through settings to prevent inboxes from growing too large or to delete documents after the limit reaches 50? Is there any such setting anywhere in CMC.
Do you want the users to save reports to their Inboxes or Favorites folder? We can only send or schedule the reports to the Inboxes but we cannot save.
Thanks everyone. One more question, what is the difference between Inboxes and Favorites as I see an Inbox and Personal folders category - the latter has the option to limit instances in BO XI 3.1.
Inboxes are used as destinations for scheduled instances. Favorites (per InfoView) = Personal folders (per CMC), and is where the user can store their own copies of documents.
Summary, the user can “save as” documents to favorites, but not inboxes. The user can schedule instances to inboxes, but not favorites (unless of course the document is scheduled FROM a favorites folder to the default location).
The limit on instances in CMC>Personal folders limits the number of scheduled instances or does it limit the total number of documents that can be saved in the favorites folder?
Has someone managed to ‘Export to CMS…’ and save a .WID document in their “Personal Folder” from WebI Rich Client?
What is the set of specific rights a user has to have to be able to do this?!!!
I am setting up a custom Access Level but I can not see anywhere the rights I have to use!
Still on the topic of Managing Inboxes, does anyone know of a way of producing a report to list off all the report instances in users inboxes? We are conscious that our users may not be performing the regular housekeeping requested of them.