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Edit Pending PO Workflow Notifier

We need the ability to edit the Workflow Notifier.  At this time, there is not a way to edit the Workflow Notifier that is sent out of Viewpoint for Pending Purchase Orders.

The email is not formatted well and we need to change other info in body as well.  

Refer to Solution ID151002074705834

  • Tiffany Wicker
  • Nov 6 2018
  • Shipped
Company AZCO Construction Inc.
Job Title / Role AZCO Construction Inc.
I need it... Yesterday...Come on already
  • Attach files
  • Guest commented
    February 01, 2023 20:23

    I guess its been 4 years since the first comment, so Vista is not interested in looking into it? Mercedes nailed it on the head "We not only need to modify the email notifier text but the TIMES they are sent. We have CMs that deal with 5-6 projects and cannot have a separate email be sent every time a PO is created. That is going to become a nuisance very quickly."

  • Arnie Boyer commented
    April 20, 2020 14:38

    Need options to refine workflow for PM PO approvals as well.

  • DJ Mangus commented
    October 15, 2019 18:01

    I'd be happy to just be able to disable it.  That would allow us to make our own using the Notifier functionality.

  • Katie Overton commented
    August 26, 2019 15:30

    Yes.  Now that our users are on Keystyle, we need the ability to modify the email to tell them to go to Keystyle instead of the Work Center.  Could a tab not be added on the PO Company Parameters to allow us to edit the email message, similar to the way the SM Company Parameters allows customization of the Emails sent out?

  • Mercedes Green commented
    July 26, 2019 13:25

    This is crucial now that we are using Keystyle.  The email is telling the user to user to use the Work Centre in  Vista but we need the users to approve in Financial Controls.  

    We need to either disable this completely or be able to modify what, how and when it gets sent.  

  • Mark Hogarth commented
    May 24, 2019 06:56

    We'd like to be able to edit the message, our purchasing policy requires all PO's to be emailed to suppliers once approved. We're currently managing all PO's in Keystyle and everything works perfectly except for the notifier which is letting the whole process down.

     

    It can't be that hard to edit the message on an email/notifier

  • Mercedes Green commented
    April 23, 2019 18:00

    We not only need to modify the email notifier text but the TIMES they are sent.  We have CMs that deal with 5-6 projects and cannot have a separate email be sent every time a PO is created.  That is going to become a nuisance very quickly.  

  • Darrell Robinson commented
    November 30, 2018 20:10

    WF Notifier Query has a Copy Query feature under File.  Need the Query before you can create a new job anyway.

  • Nathan Sutherland commented
    November 30, 2018 17:26

    Viewpoint: How about some way to "Copy WF Notifier Job"? That would allow customers to make a duplicate of the job and then modify it to suite their own needs. Either that, or allow us to modify the standard jobs and have a 'Reset Job to Default' button in case we screw it up?

    Either way, I think everyone would see real value in the ability to modify at least the formatting of standard jobs.

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