Adaco Query

Eleanor Cross

• March 18, 2019 00:00

We have started to use projects in detail now but the system is not sending an email when a project is awaiting approval which isn't ideal   Is it possible to get emails in this part of the system and if not, can we have a report that shows the approval status of projects so that we can advise when projects need approval? @Jessica Sanderson​ 

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6 comments

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  Mark Whitmore

  • March 18, 2019 00:00

  ​Hi @Jessica Sanderson​ ,

   

  Have you created a Project approval route? If you do this, then when the project is sent for approval the Users in the list will get an email.

   

  Best

  Mark

  Fourth

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  Jessica Sanderson

  • March 18, 2019 00:00

  Hi Mark

  This is not the case on projects.  We have approval routes set up for projects but no emails are generated . 

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  Jessica Sanderson

  • March 18, 2019 00:00

  Hi Mark

  This is not the case on projects.  We have approval routes set up for projects but no emails are generated . 

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• 

  Mark Whitmore

  • March 18, 2019 00:00

  Hi @Jessica Sanderson​,

   

  ​This may need to be raised as a defect then.

   

  As long as you have your User communication set-up Edit > Preferences > Communication > Email Interface and (If set to Outlook,) your Outlook open then this should generate the email.

   

  I have tried this on a testing portal and it does generate the email as with other approval routes.

   

  Best

  Mark

  Fourth

  0
• 

  Mark Whitmore

  • March 18, 2019 00:00

  Hi @Jessica Sanderson​,

   

  ​This may need to be raised as a defect then.

   

  As long as you have your User communication set-up Edit > Preferences > Communication > Email Interface and (If set to Outlook,) your Outlook open then this should generate the email.

   

  I have tried this on a testing portal and it does generate the email as with other approval routes.

   

  Best

  Mark

  Fourth

  0
• 

  Mark Whitmore

  • March 18, 2019 00:00

  ​Hi @Jessica Sanderson​ ,

   

  Have you created a Project approval route? If you do this, then when the project is sent for approval the Users in the list will get an email.

   

  Best

  Mark

  Fourth

  0

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