Agent editor: Delivery Content tab

Use this tab of the "Agent editor" to specify the content to deliver with the agent, such as a dashboard page or a saved analysis. You can also specify:

• The delivery format for the content, such as HTML, PDF, Excel, CSV Format, or Plain Text

• A subject line to include with the content

• A text message to provide context for an agent attachment

• A narrative text description of the conditional analysis (but only when you specify that the conditional analysis is also the delivery content)

• An explanation to deliver when an agent is to be delivered conditionally and the condition evaluates to false

For more information, see:

• "What Are Agents?"

• "Creating Agents"

Components

Subject

Use this field to enter the subject line for the agent.

Content

Use this box to select the type of content to deliver:

• Analysis — Use this option to deliver saved analyses (shared and private).

• Dashboard Page — Use this option to deliver dashboard pages from My Dashboard or dashboard pages from public (shared) dashboards.

• Briefing Book — Use this option to deliver a briefing book.

• Condition Analysis — This option is available only if you have specified a condition on the Conditions tab. Use this option to deliver the results of the analysis on which the condition is based.

  
  

  Note: If you attempt to clear the content or select different delivery content, and you have selected the option to show only relevant rows to each user on the "Agent editor: Recipients tab," then a message is displayed. The message alerts you that the option to show relevant rows will be reset if you proceed with clearing the content or selecting different delivery content. Click Yes to proceed, or No to retain the current delivery content choice. If you click Yes, then the recipients will still be determined from the conditional analysis, but users will receive all content, and not only the content that pertains to them.

  
  

Browse

Use this button to display the "Choose Delivery Content dialog," where you select the content.

Customize

(This button is not available if you have specified Condition Analysis as the delivery content. Instead, the customizations specified on the Conditions tab are used.)

Use this button to display the "Customize Delivery Content dialog," where you customize the content to be delivered.

Clear

Use this button to remove content previously selected.

Format

Use this box to select the format in which to deliver the content. The format options depend upon the type of delivery content. The format options are:

• (Device default) — Uses the device default to determine the content format.

• HTML — Sends delivery content as HTML.

• Plain Text — Sends delivery content in plain text format.

• CSV Format — Sends delivery content as a Comma Separated Value (CSV) attachment.

• Tab delimited Format — Sends delivery content as a tab-delimited attachment.

• Excel 2007+ — Sends delivery content as a spreadsheet attachment.

• PowerPoint 2007+ — Sends delivery content as a Powerpoint presentation attachment.

• PDF — Sends delivery content as a PDF attachment.

• Narrative Text — (This option is available only if you have specified the Condition Analysis as the delivery content.) Sends a narrative description of the results of the analysis on which the condition is based. If you select this option, a box is displayed in which you enter the narrative description to send. To include column n from the results in your text, use @n.)

  
  

  Note: Content that is delivered to the Home page and dashboard is delivered in HTML only. (You specify whether content is to be delivered to the Home page and dashboard in the "Agent editor: Destinations tab."

  
  

Delivery

Use this area to select whether to deliver the content directly or as an attachment:

• Deliver Results Directly — This option is available only for these format options: (Device default), HTML (except for dashboard pages), Plain Text, and Narrative Text. Use this option to deliver the content directly.

• Deliver as Attachment — Use this option to deliver the content as an attachment.

  If CSV data, Excel, or PDF is selected in the Format box, then this option is automatically selected.

  If you select the Deliver as Attachment option, in the Attachment Note field, then enter a text message to provide context for the agent attachment.

Attachment Note

Use this field to enter a text message to provide context for the agent attachment.

If Condition is False

Use this area to specify whether to deliver a text message to recipients when there is no agent content to deliver to them. To deliver a text message, select Deliver this Message and then enter the text message to be delivered.

Notes

• You can reference variables in the Subject, Attachment Note, and If Condition is False Deliver this Message fields. For the syntax to use, see "What Is the Syntax for Referencing Variables?" For more information on variables, see "Using Variables."

• To use the @ character, precede it with the \ (backslash) character to separate it from the variable syntax. For example, Dear @{NQ_SESSION.DISPLAYNAME}, \@ New York, is displayed as Dear Joe Smith, @ New York.