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Get Notification / eMail Notes Are Added to an Item

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(@gohrner)
Posts: 74
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Début du sujet
 
[#5977]

I'm still trying ProjeQtOr (v7.4.3) to check if it might fulfil our needs.

Previously I've mainly used Bugzilla and JIRA for issue tracking only.

I imagined ProjeQtOr to take their role for internal projects and pure administrative issues we need to manage.

However one big difference in the usage concept is that both Bugzilla and JIRA seem to be centered around issue comments, which are also the most prominently displayed part of an issue if you open it in a browser.

From my experience, those comments are the most heavily used section in those tools as well.

As far as I understood, the ProjeQtOr counterpart are Notes. Those are much less prominently displayed than in the aforementioned counterparts. However it's possible to open a sidebar which shows an item's Notes list, which more or less does the job for me.

I was not able to find any way to be notified if new Notes are added.

Once or twice I stumbled across some kind of "Item Subscription" in the Forum, but a search for "Subscribe" or "Watch Item" does not yield any concrete results. Neither does a corresponding search in the online documentation.

Is there a way to subscribe to an Item like a Ticket such that I get notifications about all future Comments and State Changes? Is there also a way to enable this Subscription automatically in case of certain actions, i.e. if I add a new Note myself, I'm also subscribed to get notified about future Notes by other users, and if an Item is Assigned to me, I also get Subscribed automatically?

If there is any documentation about how to deal with this, I'm happy to be directed there - I wasn't able to find anything appropriate neither with Google nor the web site's search feature.


 
Posté : 13/05/2019 6:13 pm
(@babynus)
Posts: 14952
Membre Admin
 

I'm still trying ProjeQtOr (v7.4.3) to check if it might fulfil our needs.

Please migrate to V7.4.4, which is latest patch of V7.4

I was not able to find any way to be notified if new Notes are added.

Menu Automations / Emails on events

Is there a way to subscribe to an Item like a Ticket such that I get notifications about all future Comments and State Changes?

When defining emails on events, you will select who will feceive the email : the responsible, the requestor, or possibly any subscriber.
Then you can subscribe to any item (use icon lokking like RSS).
Also not that you can subscribe to a project too "automatically" subscribe to all items of the project.

If there is any documentation about how to deal with this, I'm happy to be directed there

Use F1 key to open user manual, then look for Automation or Email on events


 
Posté : 13/05/2019 9:24 pm
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

Thanks for your quick reply, the "email on event" feature looks pretty powerful!

Is there a way to subscribe to an Item like a Ticket such that I get notifications about all future Comments and State Changes?

When defining emails on events, you will select who will feceive the email : the responsible, the requestor, or possibly any subscriber.
Then you can subscribe to any item (use icon lokking like RSS).

I wondered about this icon all the time as I found a screenshot in the forum showing it, but I was not able to find it anywhere in the UI.

Now I found a description about it in the F1 user guide and noticed that it's actually available in the Item icons bar if I'm logged in as Administrator.

It is *not* shown if I log in with my regular user, however. I could not find any information in the user guide about how to enable it or which permission or setting or whatever I have to adjust to enable this icon for regular users...

Sorry, if I'm sounding a bit stupid, but somehow this is non-obvious to me and ProjeQtOr has lots of features, which cause specific ones to be hidden a bit.

Also not that you can subscribe to a project too "automatically" subscribe to all items of the project.

Ok, that's interesting, thanks for this hint.

If there is any documentation about how to deal with this, I'm happy to be directed there

Use F1 key to open user manual, then look for Automation or Email on events

Ah, actually I did not expect the integrated manual to differ much from the one one the web site, but the integrated one is much more recent. (BTW, it calls itself manual version 7.1.4 in the window title bar, but 7.2 on the start page. The ProjeQtOr version currently is 7.4.3.)

The integrated manual actually has a screenshot for the "Subscribe" feature while the one on the web site does not yet have it.

I could not find information about how to enable the "Subscribe" feature for individual users, though.


 
Posté : 14/05/2019 1:26 am
(@babynus)
Posts: 14952
Membre Admin
 

I could not find any information in the user guide about how to enable it or which permission or setting or whatever I have to adjust to enable this icon for regular users...

Menu Access rights / Access to forms
There are two screen : "emails on events" and "email on events per projet"
First is dedicated to admin to configure emails sending for any project, second is dedicated to project leaders, to configure additions sending for their projects.

The integrated manual actually has a screenshot for the "Subscribe" feature while the one on the web site does not yet have it.

You are right, manual on website was for V6.1.
I updated it to lastest version (manual is not up to date and lastest is for V7.2)


 
Posté : 14/05/2019 12:22 pm
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

Mh, I had a look at the "Access Rights" screen, but it is still not obvious to me - which permission exactly do I have to activate such that a normal Team Member can see the "Subscribe" button for an Item? (As asked in my previous question.)

Sorry if I'm a bit slow to get it, but in the Access Rights / Access to Forms screen I have entries like "Mails nach Statusänderungen" (mails on state changes) or "Ereignisse für Mail-Versand je Projekt" (events for notification mails per project), but I do not see the relation to the "Subscribe" button for a normal Project Member?


 
Posté : 17/05/2019 4:22 pm
(@alain-fourastie)
Posts: 366
Membre Moderator
 

HI
Go to specific access as shown into this attachment, then choose an option for the team member profile.
Regards.


 
Posté : 17/05/2019 7:45 pm
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

Great, thanks, that's it!

I found the permission setting and was able to enable the subscription button for my user. Now I just have to test it / play with this feature.

However I would never have imagined that the "subscribe to surveys" permission would have anything to do with being able to subscribe to e.g. Tickets... (To add on that, the whole section this setting is contained in is called "Real work assignment and Scheduling Calendar" in the German translation. See screenshot.)

What's the rationale behind this assignment? (I'm still trying to get an idea about how the different concepts interact in ProjeQtOr.)


 
Posté : 17/05/2019 11:50 pm
(@babynus)
Posts: 14952
Membre Admin
 

What's the rationale behind this assignment?

Assignement is to define which resource will work on activity and with effort (work) is required to execute the activity.
This will enable capacity planning


 
Posté : 19/05/2019 11:15 pm
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

Assignement is to define which resource will work on activity and with effort (work) is required to execute the activity.
This will enable capacity planning

Ah, sorry, I think we're lost in translation now. 🙂

Actually I already understood what the term "Assignment" usually means in ProjeQtOr.

What I wanted to know is why the "Item subscription" permission setting (which e.g. includes Ticket subscriptions) is called "subscribe to surveys" in the permission configuration dialog and why it was assigned to the confiugration section "Real work assignment and Scheduling Calendar" (as can be seen in the screenshot attached to my previous post).

I didn't even remotely expect the setting to hide there (and be called as it is) and probably would never have found it myself without your and Alain's help...


 
Posté : 20/05/2019 1:46 pm
(@babynus)
Posts: 14952
Membre Admin
 

What I wanted to know is why the "Item subscription" permission setting (which e.g. includes Ticket subscriptions) is called "subscribe to surveys" in the permission configuration dialog and why it was assigned to the confiugration section "Real work assignment and Scheduling Calendar" (as can be seen in the screenshot attached to my previous post).

I think it is an issue in the german translatrion
Have a look at english version, it is more accurate.
Possibly you can propose better translation ...


 
Posté : 20/05/2019 5:32 pm
henning telemann
(@4ce)
Posts: 56
Trusted Member
 

it says "survey" in english too and even "suivi" in francais.

i guess it should be renamed at all.


 
Posté : 21/05/2019 11:52 am
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

A second that.

From my point of view, the descriptions / labels are also confusing in the English translation.

The section is called "Access to resource data" (see 4ce's screenshot) - I had the opinion, that ProjeQtOr is calling employees, machines and stuff like this "resources" and thus would have expected permissions to related data to be configured in this section.

Also with this headline I would not have expected the permission setting determining who can subscribe to item actions to be hidden there.

Also, as 4ce pointed out, also in the English translation the setting is called "Can subscribe to survey for users". Actually, I have no idea what kind of surveys ProjeQtOr offers - even using Google the only reference to surveys related to ProjeQtOr seems to be this setting.

However the description is definitely misleading as the setting obviously does not control access to subscriptions concerning some kind of survey, but subscriptions to Item events in general...

The setting also does not really fit to the other "sibling" settings in this group.

I would call the setting "Allow Item action subscriptions" and would move it to the "Display specific buttons" section or maybe the "Unlock Items" section, which would have to be renamed to "Item Permissions" or similar...

Take this with a grain of salt, however, as I'm still pretty new to ProjeQtOr and the concepts behind, so I might have gotten something wrong.


 
Posté : 21/05/2019 3:19 pm
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

Is there a way to subscribe to an Item like a Ticket such that I get notifications about all future Comments and State Changes?

When defining emails on events, you will select who will feceive the email : the responsible, the requestor, or possibly any subscriber.

Mh, I just finally tried that out and I cannot figure out how to send a mail to an Item's subscribers on an event.

The available list of recipients provided by the GUI (ProjeQtOr 7.4) looks as follows:

  • requestor
  • issuer
  • responsible
  • project team
  • global project team
  • project leader
  • project manager
  • followers
  • other

So there is not receipient group "subscribers". 🙁

Is it the same as "followers"? Unfortunately, the meaning of "followers" is not explained in the manual. (I also opened a topic in the issue forum about that.)


 
Posté : 22/05/2019 2:08 am
(@babynus)
Posts: 14952
Membre Admin
 

Yes, followers are subscribers


 
Posté : 24/05/2019 1:59 am
(@gohrner)
Posts: 74
Estimable Member
Début du sujet
 

Thanks for the feedback! 🙂

Suggestion: The naming should be unified in future ProjeQtOr releases such that the same name / label is used everywhere where a feature / function is mentioned.


 
Posté : 24/05/2019 12:53 pm
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