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Sage Construction Management Ideas Portal
Status Future consideration
Created by Guest
Created on Aug 6, 2024

WORKFLOW EMAIL ALERT TO INITIATE

  1. Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that get the alert for approval is the only one receiving email about the documents, when it is initiated and when they take action.

  1. Is there a way that the personnel assigned to approve the document don’t receive an email after made the decision on the document. They are receiving an email once the document is initiated, and another email after they approved or reject the document. We trying to see if they can receive 1 email one the document is initiated, and the 2nd email be sent to the person waiting for the decision.

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  • Guest
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    Aug 6, 2024

    I noticed that a lot of companies are having the same request. I believe that Sage should integrate this option in the Workflow alert, badly needed.

3 MERGED

Alert Initiator of Workflow steps

Merged
Setting where the person who initiates the workflow can get notifications if the transaction has been approved or rejected
Jack Speshock 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Notifications 2 Future consideration
10 MERGED

Workflow complete alert

Merged
It would be nice if the person that initiated the workflow was given some type of an alert to show when item has been either moved further on in the work flow, accepted or rejected.
Guest 10 months ago in Alerts and Calendars / Notifications / Workflow 2 Future consideration
13 MERGED

Missed Workflow Initiation Alert or Report

Merged
Users entering many purchase orders or invoices can easily forget to initiate the workflow, which then holds up the approval process without anyone being actively aware. The only way to catch this currently is if someone happens to go back into th...
Jessica Whyde 9 months ago in Alerts and Calendars / Notifications / Workflow 2 Future consideration