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BI 4.1 Publication: Attach Multiple PDFs on an email sent via Publication

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Hi All,

I have created a Publication which uses a Crystal Report as Source Document. I have also created another Crystal report which is used for the Dynamic Recipient List. The Publication is based on a data set (sample) shown below:

 

Client-No.     EMAILReceipt Number

001A1234

Lisa.Church@test1.com001234567

001B1234

Mark.Chamber@test2.com001523645

001B1234

Mark.Chamber@test2.com001452369

001C2345

Will.Myers@test3.com001235698

001D2346

Julie.Frame@test4.com001852364

001C2345

Will.Myers@test3.com001245633
001C2345Will.Myers@test3.com001756324
001E3562Julie.Frame@test4.com001623456

 

I need to send out receipts to various clients on a daily basis. Each client is identified by a unique Client Number. Sometimes there are cases when the client company can have 2 client numbers (one for each of their departments), so in the example above I have shown in green, 2 account numbers with the same email ID. On a daily basis, receipts are generated for each of the clients.

 

Desired result:

I need to send out the receipts to the client email IDs, in such a way that only one email is sent per Client Number, with all corresponding Receipts attached as individual attachments. For example:

  • Client 001A1234 will receive one email with one attachment for receipt 001234567.
  • Client 001B1234 will receive one email with two attachments for receipts 001523645 & 001452369
  • Client 001C2345 will receive one email with 3 attachments for receipts 001235698, 001245633 & 001623456
  • Client 001D2346 will receive one email with one attachment for receipt 001852364
  • Client 001E3562 will receive one email with one attachment for receipt 001623456

 

When I try to schedule the publication, the following scenarios work for me:

Scheduled using the Client Number as the Reference ID in the dynamic recipient list.

Result: I get one email per client, with one attachment. That attachment has multiple pages, one receipt per page

 

Scheduled using the Receipt Number as Reference ID in the Dynamic recipient list

Result: I get multiple emails per client, each with one receipt attached.

 

These 2 solutions are quite different from the desired result. Any suggestions please?

 

Thanks

Dhivya


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