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    23 Kudos
    mthomas

    Vault generated email customization

    Status: Under Review
    by Distinguished Contributor mthomas on ‎06-21-2012 05:53 AM

    The emails generated by Vault during lifecycle changes are basically useless as they are very vague and difficult to read. I want the ability to customize the email template including using properties in the subject and body of the email.

     

    For example I'd love the subject of the email to be the <Change Order #> - <Current Status> and the body of the email to include the change order title and description

     

    Status: Under Review
    Comments
    by dmiller on ‎06-21-2012 11:56 AM

    It would also help to give the Notification User more flexibility.  Right now anyone that is listed as a notification user on a routing gets an email when the ECO proceeds to the next step.  I have users that only need to know when an item gets an ECO assigned and when it's released, not all the steps in between. I am concerned that these users will get a flood of emails and start to ignore them.

     

    It would really help to be able to configure which steps certain users get notified on.

    by *Expert Elite* on ‎06-25-2012 05:24 PM

    yup, the email notification system needs a complete overhaul in every way!

    by Active Contributor Gene.R ‎09-14-2012 10:13 AM - edited ‎09-14-2012 10:26 AM

    yup, needs improvement. I filter them to folders in outlook where they are promptly ignored in the order they were received.

     

    9-14-2012 11-56-14 AM.png

     

    a feature I would like to see is a shortened hyperlink to the Change Order number and also populate the Change Order Title in the body that is generating the notification, seperate emails for each Change order instead of batching several of them. and if they already have vault running do not open a new session.

     

    also if they reply to that email then dump it back into the change order comment as a reply comment and also send to the users email that generated  the initial notification. 

     

    Gene

    by Board Manager ihayesjr on ‎09-20-2012 10:18 AM
    Status changed to: Under Review
     
    by Contributor mark.cloyed on ‎11-26-2012 01:51 PM

    I have also received requests by clients, requesting the ability to customize the email format from the ECO notification side.  It would be helpful to have the ability to include ECO properties, such as the ECO description, to better inform the recipients of the nature of the ECO.

    Thanks,
    Mark

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