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Automative email

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2,997 Vu
(@c_drapeau)
Posts: 6
Active Member
Début du sujet
 
[#8867]

Dear all, 

We would like to create automative email with the planned end date of the activity. 
Do you know which value we have to select in the email model to send the correct value? 

Thanks in advance,
 


 
Posté : 24/04/2023 6:48 pm
(@babynus)
Posts: 14952
Membre Admin
 

You have to define an indocator, and generate email when date is passed.


 
Posté : 25/04/2023 2:36 pm
(@c_drapeau)
Posts: 6
Active Member
Début du sujet
 

Thanks for your answer but my question was : how to generate an email with the planned end date for an activity after a planification for inform the requester?


 
Posté : 26/04/2023 11:33 am
(@babynus)
Posts: 14952
Membre Admin
 

MAnually send email.
You can define email templatre with data you want...


 
Posté : 26/04/2023 6:00 pm
(@c_drapeau)
Posts: 6
Active Member
Début du sujet
 

Yes, we try to define an email template with data but we don't understand which parameter we have to choose to automatically integrate in our email the planned end date.


 
Posté : 26/04/2023 6:55 pm
(@marylene)
Posts: 592
Membre Admin
 

Hello

We do not directly offer an automation to notify the change of the planned end date.

But you could use event notifications.
Either on an activity or on a floating milestone that would move with the planning and asking to be notified of "any modification" or "modification of the result and the response", taking care of course to enter the new date in the result For example.

I save the ticket #7095 to add the modification of the validated and planned end dates !


 
Posté : 27/04/2023 4:31 pm
(@c_drapeau)
Posts: 6
Active Member
Début du sujet
 

Hello,
Thanks for taking into account our request.
 Is there any way to have actually the planned end date in an email, the first end date planned (see attached files)? 

Thanks in advance,


 
Posté : 03/05/2023 6:49 pm
(@marylene)
Posts: 592
Membre Admin
 

Indeed, we have a very small bug on the lists of email templates. You must actually save the model so that the drop-down list offers you all the elements of the available planning.
So, at creation, name the model and only after add the elements in your text and you will have access to all the different end dates (validated, planned, real, requested).

 


 
Posté : 04/05/2023 12:19 pm
(@c_drapeau)
Posts: 6
Active Member
Début du sujet
 

Thanks for your reply. Unfortunately we don't have the same list than you even if we save the email model (see attached file). 

Is there any parameter to select in order to have the same list? 
 


 
Posté : 04/05/2023 12:47 pm
(@marylene)
Posts: 592
Membre Admin
 

Wich version of projeqtor do you have ?
The planned dates have been added in version 10.3


 
Posté : 04/05/2023 1:44 pm
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