Improved email functionality
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.
Acceptance Criteria
- 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
-
I don't know whether you are aware or whether it helps, you can send an email as part of a scheduled synchonization and it should attach all the output documents in the synchonization group to the email.
So you could have a group containing an export matrix to excel document, scheduled to email that document daily or weekly, and the email should have that document attached.
You can also set up a query to use to identify the users to email to and get it to execute the synchonization group from the perspective of each user in turn, so if you can set up a matrix query to be from the current user then that should produce a different matrix for each user and email them their matrix as an attachment.
Please sign in to leave a comment.
Comments
2 comments