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Inactive Users should be excluded from OTBI Agent emails

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Doug Smidebush
Doug Smidebush Rank 1 - Community Starter
in Oracle Transactional Business Intelligence Idea Lab

Organization Name

Batesville

Description

I'd like to suggest an ER where Inactive Users should not receive emails from OTBI/OBIEE Agents.  When a user leaves the company, we set their Sales/Engagement Cloud account to Inactive.  We leave their roles so we have history of their job.  (For example, if a new sales rep looks through old Call Reports, it would be nice to see the Role of the person who left the report.)

We have several Agents that send reports based upon Role.  Currently, emails are being sent to Inactive users.  The workaround is to remove all the Roles from inactive users.  I'd like Agents to ignore emails to Inactive users.

Use Case and Business Need

We want to keep job roles assigned to Inactive users, so the system has a history of users.  We send several OTBI/OBIEE Agents based upon Role.  They should not go to Inactive users.

Original Idea Number: 8bbecda8d6

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Comments

  • Urvashi Jain-160544
    Urvashi Jain-160544 Rank 1 - Community Starter

    Hi Doug,

    I think you can filter out your analysis based on Assignment status as Active or Inactive. Hence, agent will pick out only Active employees for reports. This may help.

    Thanks

    Urvashi

  • Greg Rice-Oracle
    Greg Rice-Oracle Rank 1 - Community Starter

    Thanks for this great idea and comment. Oracle will research this and then circle back with you if more clarification is needed.

    Best,

    Greg

  • RGeorge
    RGeorge Rank 2 - Community Beginner

    Please confirm that the suggestion provided by Urvashi has resolved the issue.