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PM Create and Send Settings - Select Document types that can be sent out via the create and send function in the form are missing

DESCRIPTION OF PROBLEMIn the PM Create and Send Settings, the document types are stored here to set up custom subject and file names pertaining to said document type for sending emails through the PM forms. The following document types can not be found to set up the custom subject or file name:

ACO
DailyLog
MTG
PROJNOTES
PUNCH

When looking at the coding, it specifically excludes these document types yet it has the column in PMCU to set subjects and file names.

  • Andrew Karr
  • Mar 6 2017
Company Kirlin Group
Job Title / Role pm
I need it... Yesterday...Come on already
  • Attach files
  • Adam Vella commented
    March 18, 2019 19:18

    This is still a problem, 2 years later. Why only provide customization for 90% of available doc types? Please build out the rest.

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