Ignoring Schedule Attachments in Email Notifications

BoldBI provides a feature that allows users to customize email notifications by ignoring schedule attachments. This is particularly useful when you want to send notification emails without attaching the scheduled report, to avoid exposing sensitive dashboard content. Follow the steps below to set up this feature using a custom email template.

Steps to Ignore Schedule Attachments

1. Prior to updating the email template, please review the link for instructions on configuring email templates.

2. Navigate to Email Settings:

   • Access the Email Settings. Go to the Templates tab.
     
     

3. Select a Template:

   • Navigate to Email Settings, go to the Templates tab and select either a Timed Dashboard Export or Alert-Driven Dashboard Export based on your preference.
   • From the dropdown, select View to see the template details.
     
     

4. Create or Copy a Template:

   • You can either click on Create Template to start a new one or select Copy Default Template to modify an existing template.

5. Edit the Template:

   • Once the template is created or copied, click on Edit from the template’s context menu.
     
     

6. Enable the Hide Mail Attachment Option:

   • In the Edit Template page, locate the Hide Mail Attachment Option toggle.
     
     
   • Enable this option to ensure that the schedule attachment is ignored in the email notifications.
     
     

7. Create a Schedule:

   • After customizing the template, create a schedule using this modified template.

8. Receive Emails Without Attachments:

   • When the schedule is executed, recipients will receive the email, but it will not include the schedule attachments such as CSV, Image, PDF, or EXCEL files.

By following these steps, you can effectively manage your email notifications and customize them according to your needs.

Additional References

• Managing Schedules in Bold BI
• Dashboard Scheduling in Bold BI
• Email Templates in BoldBI