Agent editor: Recipients tab

Use this tab of the "Agent editor" to specify who is to receive the delivery content of the agent and who is allowed to subscribe to the agent.

For more information, see:

Components

Select Recipients

Use this area to view and specify who is to receive the delivery content of the agent.

To:

Add users, Application roles, and Catalog groups, click the Add Recipient button to display the "Select User dialog," where you select the users, Application roles, and Catalog groups.
Add email recipients, click the Add Email Recipient button to display the "Enter Email Address dialog," where you enter their email addresses.

The Add Email Recipient button is not available if you selected Recipient for the Run As option on the "Agent editor: General tab."
Delete a selected recipient, select the recipient in the list and then click the Delete button.
Show only a particular set of selected recipients, use the Show box to select one of the following options: All, Users, Emails, Catalog Groups & Application Roles.

Note:

When a user subscribes to and customizes an agent, if you then select the same user as a recipient, then the user's customizations are lost when the agent is next run.

Get Recipients from the Analysis Used in the Agent Condition

This box is enabled only if you have specified a condition that is based on an analysis for the agent. In addition, you must include the recipient information in the conditional result set (that is, you must include a column that contains who the recipient should be for each row).

Use this box to specify whether recipients are to be determined dynamically from the results of a conditional analysis. Select this box to have recipients determined dynamically from the results of a conditional analysis. Deselect this box to have the recipients determined from the Select Recipients area.

Note:

If you select the option to allow the recipients to be determined from the results of a conditional analysis and choose to show only relevant rows to each user, then it is assumed that you want the results of the conditional analysis set as the delivery content in the "Agent editor: Delivery Content tab." If the content has been set to something else (through clicking Clear or Browse), then a message is displayed asking if you want to update the delivery content to be the results of the conditional analysis. Click Yes to proceed and update the delivery content, or No to retain the current delivery content. If you click No, then the recipients will still be determined from the conditional analysis, but users will receive all content, and not only the content that pertains to them.

Column Containing Recipients

This box is available only if the Get Recipients from the Analysis Used in the Agent Condition box is selected.

Use this box to select the column in the conditional analysis that contains the desired recipients.

The column must contain usernames, not email addresses. Each username is then queried in the LDAP server to fetch the email address, or if the destination is set to Active Delivery Profile, then the user's profile is checked first to see if the user has explicitly created an email destination to override the LDAP email address.

2nd Column Containing Recipients (optional)

This box is available only if the Get Recipients from the Analysis Used in the Agent Condition box is selected.

Use this box to optionally select an additional column in the conditional analysis that contains desired recipients.

Only Return Rows Relevant to the User Running the Agent

This box is available only if the Get Recipients from the Analysis Used in the Agent Condition box is selected.

Use this box to specify whether only rows in the results that are relevant to the user running the agent are sent in the delivery content. Select this box to send only rows that are relevant to the user running the agent. Deselect this box to send all rows.

Publish for subscription

Use this box to specify whether the agent is to be published so that users can subscribe. Note the following:

When you deselect the Publish Agent for subscription box, any selected subscribers are disabled, and the Allow Subscribers to Customize Agent box is deselected and disabled.
You can only publish agents that have content and actions (if any) that can be shared.

For more information on how to subscribe to agents, see "Subscribing to Agents."

Allow Subscribers to Customize Agent

This box is available only when the Recipient box is selected on the "Agent editor: General tab."

Use this box to specify whether subscribers can customize their subscription of the agent, for example, by providing values for a prompted filter associated with an analysis.

For more information on how to customize an agent subscription, see "Customizing Your Agent Subscriptions."

Agent Subscribers

Use this area to view and specify who is allowed to subscribe to this agent. In the list of agent subscribers, the Name column identifies the users, Application roles, and Catalog groups that are allowed to subscribe to the agent and the Currently Subscribed column identifies (with a check mark) those users, Application roles, and Catalog groups that are currently subscribed.

To:

Add users, Application roles, and Catalog groups that are allowed to subscribe to this agent, click the Add Subscriber button to display the "Select User dialog," where you select the users, Application roles, and Catalog groups.
Delete a user, Application role, or Catalog group from the list of users, Application roles, and Catalog groups who are allowed to subscribe to the agent, select the user, Application role, or Catalog group in the list and then click the Delete button.
To unsubscribe a user, Application role, or Catalog group that is currently subscribed to the agent, select the user, Application role, or Catalog group in the list and then click Unsubscribe.

Note:

The Unsubscribe button is available only to administrators and users who have been granted the privilege Modify Current Subscriptions for Agents.
Show only a particular set of users and groups who are allowed to subscribe to this agent, use the Show boxes. In the first box select the All, Users, or Catalog Groups & Application Roles, and in the second box select All, Unsubscribed, or Subscribed. To show:
- All subscribed and unsubscribed users, Application roles, and Catalog groups, select All and All
- All unsubscribed users, Application roles, and Catalog groups, select All and Unsubscribed
- All subscribed users, Application roles, and Catalog groups, select All and Subscribed
- All subscribed and unsubscribed users, select Users and All
- Only unsubscribed users, select Users and Unsubscribed
- Only subscribed users, select Users and Subscribed
- All subscribed and unsubscribed Catalog groups and Application roles, select Catalog Groups & Application Roles and All
- Only unsubscribed Catalog groups and Application roles, select Catalog Groups & Application Roles and Unsubscribed
- Only subscribed Catalog groups and Application roles, select Catalog Groups & Application Roles and Subscribed