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Save Process Delete Exit Help |
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General – Use this section to enter the action name and description and to determine if the action will be global or personal. The Type drop-down list will be disabled and default to Personal when advanced users are using the window.
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Email – Use to set up properties for the emails that will be generated by the action, including subject and body text. Include Link to View – Choose Yes if you want a link to each of the views associated with the action included in the body of the email. If you choose No, the link will be excluded. Send Email when no Data Exists and Subject Prefix 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. If you choose Yes and no rows or columns exist in the view results for a user, the prefix defined in the Subject Prefix when no Data Exists field will be used in the email subject line before the rest of the Subject field text. Defining a prefix is optional. Note: If multiple views are included in the action, all views associated with the action must return no data for the email to be sent. |
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Views – Multiple views can be associated with an action, and all views associated with the action are listed here. You can add and delete views and access action parameters.
Broadcast Groups – You can associate the action to the appropriate broadcast group(s).
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Attributes – This section shows the date the action was created, the owner of the action, last updated information, last processed information, and the action ID.
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New
Save Process Delete Exit ![]() |
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General – Use this section to enter the action name and description and to determine if the action will be global or personal. The Type drop-down list will be disabled and default to Personal when advanced users are using the window.
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Email – This section is only enabled when the Send Email Notification property is set to Yes. Use the section to set up properties for the emails that will be generated each time the File action is processed, including the subject and body text. Include Link to View – Choose Yes if you want a link to each of the views associated with the action included in the body of the email. If you choose No, the link will be excluded. Include Link to File – Choose Yes if you want a link to the Excel file(s) included in the body of the email. If you choose No, the link will be excluded. Send Email when no Data Exists and Subject Prefix when no Data Exists – Choose Yes if you want an email generated to the user in cases where there will be no data in the resulting shared file. If you choose No, then no email will be generated for no data cases. If you choose Yes and a no data case occurs, the prefix defined in the Subject Prefix when no Data Exists field will be used in the email subject line before the rest of the Subject field text. Defining a prefix is optional. Note: If multiple views are included in the action, all views associated with the action must return no data for the email to be sent. |
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Views – Multiple views can be associated with an action, and all views associated with the action are listed here. You can add and delete views and access action parameters.
Broadcast Groups – You can associate actions to multiple broadcast groups.
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