When tagging a user in a Document's comment log, their notification tells them they were mentioned but doesn't tell them what document or offer a link in the notification to take them to that document.
Are we missing a field when creating a document or missing additional information in the comment log when tagging a user?
Hi
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I am having the same issue, however, this is happening for all modules including Tasks and Cases
Enterprise 12.0.3
Test email received does not include a URL link to the Case or Task
Hi Michelle Plutto ,
I believe the email that Taufique Ahmed is referencing is enabled by the 'Email on Mention' setting found in each user's profile:
When that setting is enabled, users receive an email like you see in Taufique's post when they are tagged in a Comment Log post on a record. I am not aware of any way to use SugarBPM to notify users based on comment log mentions.
Taufique Ahmed - Is the issue that you are looking a plain text for the generated email? I believe the record name is hyperlinked if you are viewing the HTML version of the email sent by Sugar.
Chris
Hi Michelle Plutto ,
Sugar natively handles sending emails on assigned user changes if you have the 'Assignment Notifications' option enabled found under Admin > System Email Settings and the users have the 'Email on Assignment' option enabled under their profile. Some customers don't prefer to do that though because that means users receive emails for records in any module being assigned where they only care about alerts for a few key modules.
You are on the right track with SugarBPM if you want to only send alerts for a specific module (or specific types of records within a module). At its foundation, I recommend the process definition have 2 start events:
Then, you would have both of those start events feed into a send message event to send an email to the assigned user on the task:
The basic process definition would look like the following:
This only covers email alerts. If you wanted to go to your ideal use case of generating a pop-up alert, then our plug-in, Upsert Notifications, gives you the capability to do just that! With Upsert Notifications, you can draft a notification template and define how you want the notification to be delivered. By default all notification templates are delivered to the targeted user's notification center in Sugar (the bell icon next to their avatar in the top right of the application). You can also choose to have notifications to be sent via email and/or pop-up alerts in Sugar. Once you have the template created, you can then inject that into your SugarBPM process definition so your users receive the timely alerts they can take immediate action on.
Let me know if you would like a more in-depth demo of the plug-in!
Chris
Hi Michelle Plutto ,
Sugar natively handles sending emails on assigned user changes if you have the 'Assignment Notifications' option enabled found under Admin > System Email Settings and the users have the 'Email on Assignment' option enabled under their profile. Some customers don't prefer to do that though because that means users receive emails for records in any module being assigned where they only care about alerts for a few key modules.
You are on the right track with SugarBPM if you want to only send alerts for a specific module (or specific types of records within a module). At its foundation, I recommend the process definition have 2 start events:
Then, you would have both of those start events feed into a send message event to send an email to the assigned user on the task:
The basic process definition would look like the following:
This only covers email alerts. If you wanted to go to your ideal use case of generating a pop-up alert, then our plug-in, Upsert Notifications, gives you the capability to do just that! With Upsert Notifications, you can draft a notification template and define how you want the notification to be delivered. By default all notification templates are delivered to the targeted user's notification center in Sugar (the bell icon next to their avatar in the top right of the application). You can also choose to have notifications to be sent via email and/or pop-up alerts in Sugar. Once you have the template created, you can then inject that into your SugarBPM process definition so your users receive the timely alerts they can take immediate action on.
Let me know if you would like a more in-depth demo of the plug-in!
Chris
