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Selecting Users to Receive an Oracle BI 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, Oracle BI 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 Oracle BI Delivers, see Overview of Oracle BI Delivers.

For details about how to organize your iBots by saving them in an existing folder, or in a new folder that you create, see Using the Save iBot Dialog Box to organize your iBots.

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 A specific list of recipients option.
2. Click the Choose recipients 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 users to subscribe to the iBot

1. Click the following option:

   Publish for subscription.

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

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

   NOTE:  When you select the Publish for subscription option, the Allow subscribers to customize iBot option is enabled.

   NOTE:  You can only publish iBots that have content that can be shared.

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.

NOTE:  This option is only enabled if the iBot contains a conditional request.

To allow subscribers to customize 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.

   NOTE:  When you select the Publish for subscription option, the Allow subscribers to customize iBot option is enabled.

3. Click the following option:

   Allow subscribers to customize iBot.

   This option enables subscribers to supply filter values for prompted filters for columns in an iBot. For more information, see Customizing Your Oracle BI Delivers iBot Subscriptions.

   This option is only available when you click the Publish for subscription option.

   NOTE:  In order for a request to be customizable, it needs to be configured to have a prompt. For more information, see the Oracle BI Answers help system.

To disallow users from subscribing to the iBot

• Click the following option to remove the check mark:

  Publish for subscription.

  NOTE:  When you clear the Publish for subscription option, any selected subscribers are disabled, and the Allow subscribers to customize iBot option is cleared and disabled.

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.

NOTE:  This dialog box is also displayed as the Select Subscribers dialog box when it is used to select subscribers.

NOTE:  When a user subscribes to and customizes an iBot, if you then select the same user as a recipient, the user's customizations will be lost when the iBot is next run.

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.

Using the Save iBot Dialog Box to organize your iBots

The Save iBot dialog box enables you to organize your iBots by saving them in an existing folder, or in new folders that you create. You can use the Save iBot dialog box to create a folder hierarchy in which to save your iBots.

To save an iBot in an existing folder

1. Click one of the following options to display the Save iBot dialog box:
   • For a new iBot, click the Save this iBot button.
   • For an existing iBot, click the Save this iBot as button.
2. Navigate to a folder in which to save (or copy) the iBot.
3. Enter a name and description for the iBot.
4. Click OK to save the iBot (or copy the iBot) in the selected folder.

To save an iBot in a new folder that you create

1. Click one of the following options to display the Save iBot dialog box:
   • For a new iBot, click the Save this iBot button.
   • For an existing iBot, click the Save this iBot as button.
2. Navigate to a folder in which to create a new folder.

   The new folder will be created under the /Shared iBots or the /My iBots root folder, depending on whether the iBot is available for subscription, as follows:

   • If an iBot is available for subscription, the new folder can only be created under /Shared iBots.

     For example, if a user adds a new folder called Sales, the iBot is stored in the new folder /Shared iBots/Sales

   • If an iBot is not available for subscription, the new folder can only be created under /My iBots.

     For example, if a user adds a new folder called Sales, the iBot is stored in the new folder /My iBots/Sales

     For more information about subscribing to iBots, see Viewing, Modifying, Subscribing to and Customizing Oracle BI Delivers iBots.

3. Enter a name and description for the iBot.
4. Click the Create Folder button to create a new folder under the current folder.
5. Enter a name for the new folder and click OK.
6. Click OK to save the iBot (or copy the iBot) in the new folder.

NOTE:  When you click the Save this iBot button (for an existing iBot), the iBot is saved but the Save iBot dialog box is not displayed. However, the Save iBot dialog box is displayed if the subscription status is changed, and the iBot has not been saved. For more information, see Viewing, Modifying, Subscribing to and Customizing Oracle BI Delivers iBots.