Populate a TargetList from a report based on a custom Entity

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  • abisbe
    Member
    • May 2021
    • 64

    #1

    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
    EspoCRM product developer
    • Mar 2014
    • 9616

    #2
    Hi,

    It's currently not supported. Will be implemented soon.

    Comment

    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9616

      #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.

      Comment

      • abisbe
        Member
        • May 2021
        • 64

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

        Comment

        • yuri
          EspoCRM product developer
          • Mar 2014
          • 9616

          #5
          It's an already released version of advanced pack.

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