To select dynamic recipients

Before you can specify dynamic recipients, you must have a dynamic recipient source designed and ready for use.
Dynamic recipients are recipients who are not BI platform users. The dynamic recipient source contains recipient data; it can be a Crystal report, a Web Intelligence document, or a custom-coded data provider. For information about creating a custom-coded dynamic recipient source, see the SAP BusinessObjects Business Intelligence Platform Java SDK Developer Guide.

Note: Dynamic recipient data comes from the query and may not match data that appears when you view a document. Depending on how a query is built, dynamic recipient sources created in the Web Intelligence component may contain values that do not correspond to data in the publication's source documents. For example, a filter in a report may exclude relevant values, or duplicate records may appear because a query was set to retrieve duplicate rows. Review the full list of dynamic recipients during the publication design process.

Tip: To more efficiently process publications, use the Recipient Identifier list to sort recipient data by the recipient ID.
  1. Double-click a publication to open it.
    The "Properties" dialog box appears.
  2. Click Dynamic Recipients in the navigation list.

    Note: Crystal report dynamic recipient sources cannot be in .rptr format.
  3. Under Choose the source for the dynamic recipients, select either Web Intelligence Report Dynamic Recipient Provider or Crystal Reports Dynamic Recipient Provider.
  4. Locate and select the object to use as a dynamic recipient source, and click OK.
  5. If you chose a Web Intelligence document as a dynamic recipient source, in the Select the datasource name for the document list, select a query that appears in the document.
  6. In the Recipient Identifier (required) list, select a field that contains the recipient identity values.
  7. (Optional) In the Full Name list, select a field that contains the full names of recipients.
  8. If you intend to deliver the publication to email addresses, in the Email list, select a field that contains the recipient email addresses.
  9. Decide which recipients in the dynamic recipient source to distribute the publication to:
    • To send the publication to all dynamic recipients, select the Use entire list check box.
    • To send the publication to particular dynamic recipients, clear the Use entire list check box, and then, under Available, select the check box for a recipient, and move the recipient to the Selected list.

    Tip: Type a recipient's user name, full name, or email address in the Find title box to quickly locate the user in the Available Recipients list.

    Tip: To exclude a recipient, select the check box for the recipient, and move the recipient to the Excluded list.
  10. Click OK.
After specifying dynamic recipients for the publication, you can personalize the publication for dynamic recipients. To do this, map a field in the source document to a column in the dynamic recipient source.