Send as attachment to "current user"

Christina09

HI,

I've created a report and have the filter to "current user" only so only the current user can view their job order. So my question is if I set up a recurrent "send as attachment" email for the team individual, will it only show their job order or will it show mine since I'm the one who is setting up the reoccurring "send as attachment" email.

Thanks in advance,

Christina

Sean Morgan

Hello @Christina Lam ,

I tested this by sending as an attachment manually, and when filter to by Current User, and selecting "Send as attachment", my colleagues received my row information, rather than their own.

Although I cannot confirm how this would work for reoccurring attachments, I feel the same behavior may be presented.

With this, you may wish to raise an Enhancement Request to our Product Team to consider changing this behavior. This can be done by select the hamburger menu / 3 horizontal line menu in the top left of this page.

Kindest Regards

Sean

Sean Morgan

Hello @Christina Lam ,

I tested this by sending as an attachment manually, and when filter to by Current User, and selecting "Send as attachment", my colleagues received my row information, rather than their own.

Although I cannot confirm how this would work for reoccurring attachments, I feel the same behavior may be presented.

With this, you may wish to raise an Enhancement Request to our Product Team to consider changing this behavior. This can be done by select the hamburger menu / 3 horizontal line menu in the top left of this page.

Kindest Regards

Sean

Christina09

Hi @Sean Morgan,

Thanks for testing it out! Appreciate your help there.

Hope you have a wonderful weekend.

Kind regards,

Christina