Configure Email Operation for Product Action

Product notifications can also be configured from the Products application’s Product Catalog Module. Refer to Product Actions for more information on how to access the Action Configuration window from the Product Catalog module.

Product notifications include the following types:

• Add Service Resource ID

• New Product Sale

• Product Replacement

• Remove Service Status Change

• Service Status Change

The email operation uses the Product Sale notification templates. Refer to Notification Templates for more information about these templates.

Each type includes the following basic configuration settings:

• Enable Operation checkbox

• Account Category selector

• Email Template selector

• Account Email checkbox

• Recipient Email text field

• BCC checkbox

• Contact Category selector

The different product notification types have the following unique settings:

• New Product Sale, Product Replacement, and Service Status Change:

  • Trigger selector

  • Billing Account Custom Field selector

  • Bill Account Custom Field Value text field

• New Product Sale and Product Replacement

  • Days after Completion text field

• New Product Sale

  • Enable Email Override checkbox

Complete the following steps to add or edit an email operation for a product action:

1. Select Setup from Gotransverse application menu .

2. Click Notification Management in the left pane.

   

   Notification Management Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. In the Products section, click the Friendly Name active link for the notification you want to configure to open the Action Configuration window for that notification.

   

   Product Notification Actions Section

4. On the Action Configuration window, in the Email Operations section, click the Add button to add a new email operations, or click Edit in the Actions column for an operation to edit the operation. Both actions will open the Configure Email window.

   

   Action Configuration Window

5. On the Configure Action Details window, complete the required and relevant information:

   The image below is an example of a Configure Email window for a New Product Sale notification. Other notification configuration windows may not include all the listed fields.

   

   Configure Action Details Window - New Product Sale Notification

   Required fields are marked with an asterisk.

   • Trigger* — Only for New Product Sale and Product Replacement, and Service Status Change notifications. The status that triggers or causes this action to occur. Options include:

     • In Progress

     • Completed

   • Days after Completion — Only for New Product Sale and Product Replacement notifications.

   • Billing Account Custom Field — Select from the list of enabled Account Custom Fields. The list also includes the option All to select all enabled Account Custom Fields.

   • Billing Account Custom Field Value — For text custom field types, enter a value that will trigger the notification. For list custom field types, select from a list of options, including All, to trigger the notification.

     If the option All was selected in the Billing Account Custom Field field, this field does not display.

   • Account Category — For multi-entity tenants only. Select the account category from the drop-down list.

   • Email Template* — Select the email template from the drop-down list. Refer to Notification Templates for a list of included templates.

   Product notifications use the Product Sale notification templates.

   • Account Email checkbox — Specifies whether to use the email address from the billing account's customer. Select or deselect the checkbox to enable or disable this action as follows:

     • Selected: Use the email address of the billing account's customer.

     • Not selected: Do not use the email address of the billing account's customer. Enter an address in the Recipient Email field (below).

   • Enable Email Override checkbox — Only for New Product Sale notifications. If selected, the Account Email checkbox and Recipient Email field are disabled. However, you can enter an email address in the BCC field.

   • Recipient Email — If you selected to not to use the account email address, enter the alternate customer email address to which to the notification will be sent.

   • BCC — Enter an email address that will receive a copy of this email.

   • Contact Category — Select from the available categories or add a new category by clicking Add. Enter information as needed and click Finish to close the Add Contact Category window.

     

     Add Contact Category Window

     Contact Categories are managed in the Setup application’s Categories Module. Refer to Add Contact Category for more information about adding new contact categories.

6. Click Finish to save your operation. The email operation is added (or updated) in the Email Operations section of the Action Configuration window.

 

 

 

 

Topic updated: 04/2024.