Need to send filtered report based on user scope from quiver and notepad template to users using automate

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1

I want to send pivot table report generate from quiver analysis and notepad template using automate.
Problem is report should contains filtered data based on user’s scope. for example - finance user can see only finance rows from report etc.

Steps followed are

  1. Created a quiver analysis with object table and pivot table. Added the pivot table in the quiver dashboard
  2. Created a notepad template and added the quiver widget with above quiver dashboard in it.
  3. Created an automation to send this notepad template report on weekly basis to end users.

Measures taken to solve the problem are

  1. Automation does not support filtering data on the report based on user’s scope
  2. Checked on typescript function to be added in automation, but in typescript function Notification method does not support attachment.

Anyone worked on or has any inputs on this then it would be highly appreciable.

2

Hi @Amarkshi143 ,

Automate generates the notepad template separately for each recipient using their permissions. This means that if the relevant object types are multi-datasource object types or backed by restricted views, then each recipient will receive a different report containing only the data that they have access to.

3

Thanks willem :folded_hands:
Able to achieve the solution by creating restricted view on the dataset and restricted view backing object