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Selecting Users to Receive a Siebel Delivers iBot

Use the Recipients tab to select the users and groups to receive the delivery content of the iBot.

NOTE:  If you select the option to allow the recipients to be determined from the results of a conditional request and choose to show only relevant rows to each user, Siebel Delivers assumes that you want the results of the conditional request set as the delivery content in the Delivery Content tab. If the content has been set to something else in the Delivery Content tab (through clicking the Clear or Select Content buttons), a message appears. The message asks if you want to update the delivery content to be the results of the conditional request. Click Yes to proceed and update the delivery content, or No to retain the current delivery content. If you click No, the recipients will still be determined from the conditional request, but users will receive all content, and not just the content that pertains to them.

For an overview of Siebel Delivers, see Overview of Siebel Delivers.

To send the delivery content to the creator of the iBot

• Click the Me option.

To send the delivery content to multiple users

1. Click the option for a specific list of recipients.
2. Click the Select button to open the Select Recipients dialog box and specify the eligible users and groups.

   For more information, see Using the Select Recipients Dialog Box.

To allow the recipients to be determined dynamically from the results of a conditional request

1. Click the following option:

   Determine recipients from conditional request

2. To identify the column that contains the desired recipients, make a selection from the Column Containing Recipients drop-down list.

   You can also specify a second column from the request.

3. To send a subset of the data in the delivery content, click the following option:

   Show relevant rows only

   For example, if a request runs, and only a subset of rows in the result pertains to a single user, only those rows are delivered.

To allow eligible users to subscribe to the iBot

1. Click the following option:

   Publish for subscription

2. Click the Select button to open the Select Recipients dialog box and specify the eligible users and groups.

   For more information, see Using the Select Recipients Dialog Box.

To disallow eligible users from subscribing to the iBot

• Click the following option to remove the check mark:

  Publish for subscription

To unsubscribe users to the iBot

1. Click the Modify button in the Current Subscribers area.

   NOTE:  The Modify button is available only to Web Administrators and users with the privilege Modify current subscriptions for iBots.

   The Modify Subscribers dialog box appears.

2. Select the users to unsubscribe, click the delete button, and then click OK.

   TIP:   You can select multiple users by holding down the SHIFT or CTRL keys and selecting adjacent or nonadjacent users.

Using the Select Recipients Dialog Box

The Select Recipients dialog box shows any currently selected recipients and available recipients.

To use the Select Recipients dialog box

1. To view recipients by groups, or by users and groups, make a selection from the drop-down list.
2. Click a user or group to select it, and then click the Select Recipients arrow button to move it into the list of recipients.

   You can select multiple recipients by holding down the SHIFT or CTRL keys and selecting adjacent or nonadjacent recipients.

3. To remove a recipient, click a user or group to select it, and then click the Remove Recipients button.

   You can use the SHIFT and CTRL keys to select multiple groups or users.

4. Click OK.