Populate a TargetList from a report based on a custom Entity

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  • abisbe
    Member
    • May 2021
    • 60

    Populate a TargetList from a report based on a custom Entity

    HI, I'm trying to generate a Mass mailing based on a custom entity. To achieve this I followed the steps described in the following link. But I can only populate the campaign/mass mailing using the manual selection feature. The Target List cannot be populated by reports based on my custom entity, or at least I can't figure out how.

    When doing this, and trying to populate it with a custom entity report, it appears as a List report, but not as a (target)List Report.

    Is there something in the configuration that I can set in order to make it work?

    PS: The Custom entity is a Person type entity.

    Thank you all.
  • yuri
    Member
    • Mar 2014
    • 8562

    #2
    Hi,

    It's currently not supported. Will be implemented soon.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • yuri
      Member
      • Mar 2014
      • 8562

      #3
      Already available in v2.14.1. Select a needed list report in the 'Sync with Reports' panel. Then you can initiate sync manually with 'Sync Now'. Sync is also processed automatically by the scheduled job.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • abisbe
        Member
        • May 2021
        • 60

        #4
        Great! Thank you yuri , 2.14.1 will be next release for advanced pack right?

        Comment

        • yuri
          Member
          • Mar 2014
          • 8562

          #5
          It's an already released version of advanced pack.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

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