As a Solution Builder
I want improvements to the Send Email SAT
So That I can design solutions that provide email alerts to users which are configurable to include fields from elements, related elements, elements identified via a query, smart columns, matrices, etc. Also, to be able to include an attachment to the email.
Benefits Ability to easily design and configure workflow activities and/or alerts which send one or more emails where the recipient email address(es), email body text and attachment information may be read from multiple elements.
- I can send emails to recipients identified via a query and use fields from the query element to personalise each email (this is existing functionality)
- I can use fields from elements that are related to the source query (this is existing functionality)
- I can use use a parameterised query to identify elements that are indirectly related to the source query and use fields from this query (new functionality)
- I can include Smart Column data in the recipient, subject or body text (new functionality)
- I can include a matrix in the body text (new functionality)
- I can attach a file to the email (new functionality)
- I can attach the results of a matrix to the email (new functionality).
- Items 5 and 7 to allow the matrix to use a source query that contains a variable which can be set from the Send Email source query. Hence, when sending multiple emails, the matrix results would be specific to each email.
- Configuration must be user friendly and easy to use.
Customer / Originator COMPASS(Subs) but I've also heard of similar requests from other COMPASS variants, Defence Fuels and AirINFORM.
Priority Very High
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