This feature will send an email notification when a work order is marked Complete and/or Cancelled. Please contact a SiteCapture admin regarding this premium feature.
1. Turning on Workflow notifications
- Go to the Template Editor to turn on this work flow feature. Check the box for notification on complete and/or cancelled.
2. Setting Workflow States
- Add the status option of Complete and Cancelled. Set the status to have the workflow state of Complete and Cancelled and click Save.
3. Who receives the notification?
- The assigned user, regardless of their role. Managers and customers assigned to the project.
- Anyone that the order is shared with will receive the notification unless the user's flag is off.
- If assigned to a vendor, the vendor admin and any users they have assigned or shared with
- The email address specified as the "custom email address to receive notifications" in the Admin>Settings
4. How to turn off email notifications per user.
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