Add an Email Action

1.   In the left panel, right-click the name of the view for the action and select Actions then Insert.

OR

1.   If the view is open, right-click anywhere and select Actions then Insert.

2.   Use the General section in the View Distribution window to set up the following properties:

• Name, Description, and Type – Administrators can make the action global by selecting Global from the Type drop-down list or personal by selecting Personal. Type defaults to Personal for advanced users.

• Distribution Method – Choose Email.

• Process for Users – Click the Browse button  and select who will receive emails of action results. Use the User Selection window to select one or more Stratum.Viewer users, one or more Stratum.Viewer user profile groups, or a combination of individual users and groups.

• Action Parameters – Optionally click this button  to open the Action Parameters window and choose parameter values for the action. The button is only enabled when there are parameter groups and parameters defined for the view.

3.   Use the Email section to set up the following properties for the email that will be generated by the action when it’s processed:

• Subject, Body, and Attachment Type – Choose XLSX if you want the view results delivered as an MS Excel attachment to the email (recommended for larger views). Choose Include as Text if you want the view results to display in the body of the email.

• Include Link to View – Choose Yes if you want a link to the view included in the body of the email.

• Send Email when no Data Exists – Choose Yes if you want an email generated to users even in cases where there is no data to send to a designated user. For example, if there are no rows and columns returned for a view that tracks excessive returns because no rows satisfy filter criteria of YTD Return Amount greater than $40,000. If you choose No, then no email is sent when no rows or columns exist in the view results for a user.

• Subject Prefix when no Data Exists – If you selected Yes for the previous property and no rows or columns exist in the view results for a user, the prefix defined here will be used in the email subject line before the rest of the Subject field text. Customizing the prefix is optional.

4.  Click Save.