Recipients List form
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- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Service Administration
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Description of the field values for the Recipients List form.
Field | Description |
---|---|
Name | Name of the recipients list. |
Type | Type of users to include in the list. Possible values are:
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]. |
State | State of the recipients list.
|
Setup | |
Method | Method used to generate the recipients list. Possible values are:
Note: When the Method is Dynamic
Condition, you can either use a script or a condition builder to
create the recipients list. |
Choose File | Allows you to download an Excel template, and then upload the Excel file with
user information using the specified template. Note:
|
Show Script | If selected, displays the script to create the recipients list. Note: This field
is available only if the Method is Dynamic
Condition. |
Script | 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. |
Table | 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. |
User Field | Table field that refers to users. Note: This field is available only if the
Method is Dynamic
Condition. |
Conditions | 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. |
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Use a recipients list to define targeted set of users for whom the survey invite can be sent. You can use a recipients list for multiple surveys.
- Create a recipients list