Visit Boris website Job definition - E-mail notification

E-mail notification is very useful if administrative staff need to be alerted that an automatic procedure has been triggered, such as invoicing or stock figures change. Detailed parameters are explained below

E-mail details

Details of the e-mail to be sent
*Description

A descriptive text to identify this action

*Text on button

Free text to appear on the button that will trigger this action.

*Apply action to jobs of status
  • Outstanding - a job that has exceeded its completion date
  • Unallocated - a job that has not yet been allocated to a user (eg. engineer, auditor, surveyor)
  • Work complete - a job that has been marked as complete, either manually or automatically (see Template actions)
  • Cancelled/closed - a job that is no longer current
Sub-status to update to

Select the supplementary status to which this job is to be sent by this action.  Supplementary statuses are bespoke items but are likely to be 'awaiting customer response', 'invoiced', 'awaiting payment', 'awaiting parts', 'in transit', etc.

E-mail address to send report from This address will appear in the 'from' part of the e-mail
Subject line of e-mail This will appear in the subject line of the e-mail
E-mail template E-mail templates included in the HTML e-mail template list can be added here from a drop-down list. Click here to find out more on adding an item to the HTML e-mail template list.
Standard document to attach Documents included in the Standard Documents list can be added here. Click here to find out more on adding an item to the Standard Documents list.
Text of e-mail Text can be entered here to appear in the body of the e-mail, including Report processing variables. However if an email template is attached this text will not be used.

Recipients

Recipient information
E-mail address to send report to

Enter a specific e-mail address of the person you wish the e-mail and any attachments to be sent to. This should be a valid SMTP e-mail address such as somebody@company.com. Note that you can enter multiple addresses, separated by semi-colons.

E-mail all customer-wide contacts

Boris allows contacts to be added to a customer rather than a location. These are called customer-wide contacts. If this option is selected then any and all customer-wide contacts for the customer will receive this email and any attachments.

E-mail all contacts for location Tick this box to send the e-mail and any attachments to ALL e-mail addresses for this location - ie a sub-set of of customers described above.
E-mail assigned user

Select this option to send an e-mail and attachments to the address set up for the person currently logged onto the device. See Users for more details.

E-mail addresses specified in job definition (enter 'unique names' separated by commas) Enter the unique names of any job definition items into which the administrator will have entered e-mail addresses.  Separate multiple items with commas.
E-mail users specified in job definition (enter 'unique names' separated by commas) Enter the unique names of any job definition items into which the administrator will have selected users, separating multiple items with commas.  The selections from these items will be used to look up in the user's email address.
E-mail the user that the form was forwarded to

Select this option to send an e-mail and attachments to the address set up for the person to whom a form has been forwarded . See Users and Item Type - Forward form for more details.

Only send to flagged contacts (specify below) Both Customer-wide and Location contacts can be set up to have one or more flags (see Attachments for customer for more details). If the email is only to be sent to contacts with a particular flag then tick this box and chose those flags below.
Contact flag

Select a contact flag from the drop-down list.  See above for further information.

Contact flag (2)

Select a contact flag from the drop-down list.  See above for further information.

Attachments

BCC information for creating 'blind' copies of the e-mail - ie none of the recipients will see that this copy has been sent.
E-mail attachment name (PDF file) The name of the e-mail attachment in PDF format (ending .pdf). You may need to contact your Boris expert to ensure that it is accessible to Boris.
*PDF format Select the correct PDF format from this drop-down list. Contact your Boris expert if you are unsure which to choose.

CC

Enter those who will receive copies of this e-mail. Any e-mail addresses entered here will be visible to all recipients - if you wish them to be hidden (for instance the recipient is receiving an in-house alert or copy and wishes to keep their e-mail private), use BCC (see below).

CC address to send report to A specific address to which the e-mail and PDF attachment will be sent as a visible copy - it will appear in the recipient's CC list.
CC all customer-wide contacts Tick this box to copy in ALL e-mail addresses for this customer - they will appear in the recipient's CC list.
CC all contacts for location Tick this box to copy in ALL e-mail addresses for this location - ie a sub-set of of customers. They will appear in the recipient's CC list.
CC assigned user Tick this box to send a copy of this email to the user to whom the job is allocated.
CC addresses specified in job definition (enter 'unique names' separated by commas) Enter the unique names of any job definition items into which the administrator will have entered e-mail addresses. Separate multiple items with commas.
CC users specified in job definition (enter 'unique names' separated by commas) Enter the unique names of any job definition items into which the administrator will have selected users, separating multiple items with commas. The selections from these items will be used to look up in the user's email address.
CC the user that the form was forwarded to

Select this option to CC the e-mail and attachments to the address set up for the person to whom a form has been forwarded . See Users and Item Type - Forward form for more details.

Only CC to flagged contacts (specify below)

Both Customer-wide and Location contacts can be set up to have one or more flags (see Attachments for customer for more details). If the email is only to be CC'ed to contacts with a particular flag then tick this box and chose those flags below

Contact flag

Select a contact flag from the drop-down list.  See above for further information.

Contact flag (2)

Select a contact flag from the drop-down list.  See above for further information.

BCC

Enter those who will receive copies of this e-mail. Any e-mail addresses entered here will NOT be visible to all recipients - if you wish them to be visible (for instance to clarify who has received a copy of the same information or for the sake of politeness), use CC (see above)

BCC address to send report to A specific address to which the e-mail will be sent as an invisible copy - it will not appear in the recipient's CC list.
BCC all customer-wide contacts Tick this box to copy in ALL e-mail addresses for this customer - they will not appear in the recipient's CC list.
BCC all contacts for location Tick this box to copy in ALL e-mail addresses for this location - ie a sub-set of of customers. They will not appear in the recipient's CC list.
BCC assigned user Tick this box to send a copy of this email to the user to whom the job is allocated.
BCC addresses specified in job definition (enter 'unique names' separated by commas) Enter the unique names of any job definition items into which the administrator will have entered e-mail addresses. Separate multiple items with commas.
BCC users specified in job definition (enter 'unique names' separated by commas) Enter the unique names of any job definition items into which the administrator will have selected users, separating multiple items with commas. The selections from these items will be used to look up in the user's email address.
BCC the user that the form was forwarded to

Select this option to BCC the e-mail and attachments to the address set up for the person to whom a form has been forwarded . See Users and Item Type - Forward form for more details.

Only BCC to flagged contacts (specify below)

Both Customer-wide and Location contacts can be set up to have one or more flags (see Attachments for customer for more details). If the email is only to be BCC'ed to contacts with a particular flag then tick this box and chose those flags below.

Contact flag

Select a contact flag from the drop-down list.  See above for further information.

Contact flag (2)

Select a contact flag from the drop-down list.  See above for further information.

See Also

Template Actions

 

 


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