Publication dynamic recipients don't refresh/update

We’ve been using BOXI for a year or so now and recently have been having problems with publications that are emailed to dynamic recipients not being sent out correctly. I believe that this has been a problem all along but that we are only seeing it regularly now as things (data) have changed over time - we did have some problems early on but thought that they were just mistakes made by us. The problem never happened on our previous 6.5 version.

For example:

We have a report that shows the KPI performance of all buyers - this is run from the oracle database that sits behind our SAP ERP system. This works fine.

A publication emails this report to all the buyers based on a second data provider in the WebI report that holds the main email report.

Second data provider holds: Identifier, Name, email address:
P01, Buyer 1, buyer.1@ouremail.com
P02, Buyer 2, buyer.2@ouremail.com
P03, Buyer 3, buyer.3@ouremail.com

This all works fine when initially created - the report is sent to each of the three individuals in the dynamic recipient list. However, if I either add a new buyer to the list (eg P04, Buyer 4, buyer.4@ouremail.com) or change an existing one (eg change P01 to P01, Buyer 5, buyer.5@ouremail.com), the email is still sent to the same email addresses as before - eg buyers 1 to 3 only.

Any suggestions on how I can get the dynamic recipient list to be refreshed when the publication runs?

Thanks in advance.

The problem


Clav (BOB member since 2005-10-20)

You didn’t say which version you are in. I am using BOXI 3.1, and ran into a similar problem today.

I have 2 publications that are scheduled to run daily. They have both failed for the last week. I corrected the problem yesterday (a changed password was the cause). But today the publications failed again. Yet I was able to schedule them to run “Now” and they worked.

My guess is the scheduled daily job was still referring to the old password. I have removed the Recurring item as shown in the History. Then re-scheduled the jobs to again run daily.

It will take until tomorrow to see if this really fixed the problem. But my suggestion is if your publications are “scheduled” then try removing the recurring item in History and then put a new schedule in for the publication.

Rick


Rick595 (BOB member since 2008-03-05)

We’re on BOXI 3.1 too

My publications don’t fail - the emails get sent out, it’s just that if the recipients change, the people the emails are actually sent to don’t change.

We can make it work by deleting the scheduling and the publication and recreating them but the whole point of dynamic recipients is that they’re dynamic!


Clav (BOB member since 2005-10-20)

I haven’t done any publication yet but can you also check if the second report which brings the email information as dynamic receipents, if it is set to Refresh on Open.


siraj03 (BOB member since 2011-04-28)

We have a similar problem. We have a work around. Not sure if I have a good understanding, but my guess is that the report on the 2nd data provider (in our case an excel sheet with the distro list) does not refresh when the publication is executed. Our work around … each time we update our excel sheet, we use InfoView to execute the report built on the excel … and we SAVe. On the next execution, our new recipients are included in the distribution. Not the best solution, but it works.


JShu (BOB member since 2010-09-21)

I had a response back which solved the problem. Our publications worked fine on BO6.5 using the query(s) for the report and the recipients in the same report.

I’m told that in BOXI, if you have the recipients query in the same report but not the same query as the main report that you actually want to send then the recipients are not refreshed.

As such, the solution is to create the recipients query in a new report - this is then automatically refreshed when running the publication.


Clav (BOB member since 2005-10-20)

Hi,

Has anyone else experienced the same problem in BI 4.x version? What was the solution/workaround?

Thank you.


Marek Chladny :slovakia: (BOB member since 2003-11-27)

Yes, I have just hit this problem today. My recipient list is a separate report and based on Excel. When I open the report up on its own it still doesn’t refresh. Using 4.1 SP7. I guess the workaround will be to manually refresh the recipient report and save it. Like Clav says, that hardly qualifies it to be dynamic. :hb:


hillbilly (BOB member since 2005-08-15)

I faced this issue today on BI 4.1.

Try this : set the report used as dynamic source to “refresh on open” (Document properties > refresh on open).

It works for me . :+1:


bbo1991 (BOB member since 2008-07-02)