Recipients List form

Description of the field values for the Recipients List form.

<table id=“table_uc3_hx2_5fb”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Name of the recipients list.

</td></tr><tr><td>

Type

</td><td>

Type of users to include in the list. Possible values are:- Contacts - Internal Users

The selection of each type changes the dynamic conditions. For example, if you select Internal Users, the Table field displays the value as User [sys_user].

</td></tr><tr><td>

State

</td><td>

State of the recipients list.- New: List has not yet been generated. - In Progress: List is currently being generated. (You can see this state only when generating a very large list of recipients.) - Complete: List is generated.

</td></tr><tr><td class=“sub-head” colspan=“2”>

Setup

</td></tr><tr><td>

Method

</td><td>

Method used to generate the recipients list. Possible values are:- Upload File: Upload an Excel file with the recipients list using the specified template. - Dynamic Condition: Run a script or condition builder to create the recipients list.

Note: When the Method is Dynamic Condition, you can either use a script or a condition builder to create the recipients list.

</td></tr><tr><td>

Choose File

</td><td>

Allows you to download an Excel template, and then upload the Excel file with user information using the specified template.Note:

• This field is available only if the Method is Upload File.

• The templates vary based on the entity selected in the Type field. For accounts, the template includes columns for sys_id and account number values. For contacts, consumers, and internal users, the template includes columns for sys_id and email values.

</td></tr><tr><td>

Show Script

</td><td>

If selected, displays the script to create the recipients list.Note: This field is available only if the Method is Dynamic Condition.

</td></tr><tr><td>

Script

</td><td>

Script to create the recipients list.Note: This field is available only if the Method is Dynamic Condition and the Show Script check box is selected.

</td></tr><tr><td>

Table

</td><td>

Table that stores the user information. The table is selected based on the Type field.Note: This field is available only if the Method is Dynamic Condition.

</td></tr><tr><td>

User Field

</td><td>

Table field that refers to users. Note: This field is available only if the Method is Dynamic Condition.

</td></tr><tr><td>

Conditions

</td><td>

Condition builder to create the recipients list based on the specified table and user field. A condition is made up of a selected field, an operator, and a value. Add conditions using the AND and OR buttons. Delete conditions by clicking the Delete button to the right of a condition.Note: This field is available only if the Method is Dynamic Condition.

</td></tr></tbody> </table>Parent Topic:Surveys reference

Related topics

Define a recipients list for surveys

Create a recipients list