Project Assignment notification

[Don Nash]

I would like to be able to assign a project or service order to a Project manage or technician. I would like these individuals to receive an email indicating that they have been assigned.

What have some of you done to accomplish this.

Thanks,

Don

[ccsolutions]

There's two options on this level Don. The first one is to the notify the Tech that they have been assigned the Service Order. The second one is to notify the tech that they have been assigned a task, associated with the Service Order. Fairly simple workflow setups with email notification.

What would be an idea around this is to create a new email token SQL view including the tables; Reps, Service Orders, Projects and Tasks.

This would allow you to create email templates which will include the project information for task assignments.

The drawback for task assignment notification is that is extends to the sales team as well. Currently there's no exclusion in workflow based on groups or roles in Tigerpaw. This might change and maybe Megan can give us an update if that will be the case in V11? ;-)

However, if the email templates are distinct there shouldn't be an issue. It just means that the tech will receive 2 emails for each Service Order they are assigned, one for the assignment and one for the task.

[Megan Hartman]

Don,

I am not sure if this will help you or not, but you can also use "Project" as your document type in workflow. So when a Project goes to the status of "New" it will automatically notify someone (rep on project, rep on project phase, static recipient, etc). Another thing you might find useful is creating a rep group of project techs and have all project workflows go to that recipient group.

Sorry Glenn I have not heard of any changes to workflow to allow you to exclude a person and/or group just yet. I will keep an ear out for that one thought. I have also passed it along to our programmers for you.

Well, I hope this information helps.

[alan@compcafe.com]

This is exactly the functionality I am looking for. Is there any answer to this question? Basically I want the workflow to go as follows:

- Repair Service Order is created
- Technician is assigned to the Service Order
- Default status of "In Queue" is assigned
- Service Order is saved
- Email notification is generated to the assigned technician.

Thanks in advance