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astano05's avatar
astano05
Helper III
10 months ago
Solved

Dynamic Report Subscription

I am looking to set up a dynamic report subscription of MS Dynamics opportunities based on the owners' email address. I have the users' email addresses in the same dataset as teh report. Can I use th...
  • tharunkumarRTK's avatar
    tharunkumarRTK
    10 months ago

    astano05 

    Under "Map my data" can you uncheck the "pre-existing filter option?

     

    Hope you have read my article, I explained the RLS scenario there. Techically how dynamic subscriptions work in your scenario is, it will iterate over the list the list of email ids you selected and then applies the filter (which is email id column) and then sends one email for ever row.

    Which is exactly what you are expecting, Since you have hardcoded your email in the "send to" section you got those many emails as many as the # of emails you have in the column you selected. 

     

    In an ideal scenario, when you map email id column to the "Send to" section, you will not be able to choose the same the column in the "Report Filters" section as I have shown you in my previous response. So I created a duplicate column of my email id column and mapped the filters in this way 

    "Duplicate Email ID" = "Original Email ID" 

     

    So, these are my suggestions:

    1. Uncheck the "Pre-existing" filters 

    (test the scubcription, I guess this should solve the blank visuls issue)
    2. Create a duplicate email id column in your RLS table and and put the filter on it in "Report filters" section.
    As I have mentioned in my article, this approach worked for me with out any issue

    Hope this helps

     

     

     

     

     

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