Smart Note with CSV file

If you are bursting, and assuming that both infosets can be tied together, then when you set up the infoset based on the csv file, make sure the field you are correlating against on the csv file is marked as "Burst On" and has a category assigned to it.

On the actual data infoset, also ensure the field you are correlating against is set up with the same category as it's mate in the CSV file.

Once you've done that, if you set up a notification using the data infoset, you should be able to go to the Delivery step, switch to the Bursting tab, and select the approrpriate choices in the first two fields to pick your data infoset's correlation field. In the third field, select "Looking up address in an Infoset" and that should unhide a field where you can select your CSV infoset.

I toyed with doing this but decided to go a differnt route. I use an employee group to control who gets certain smart notes. That way I can build the group so when someone is no longer active or in the specific jobs that need the notice, they just fall out of the group ( no maintenence needed ).

I tie the group into the SQL that is pulling the data.