Smartstaff
2,014
edits
Changes
m
→Minor Updates
===Minor Updates===
====Added Option to Hold Workflow Emails====
Added ability to put workflow emails on hold if an excessive amount is being generated per workflow per cycle. This acts a fail-safe mechanism for when a workflow generates a large number of emails in the queue and a manual review is needed before releasing them back into the queue for processing. To configure, navigate to '''Global Settings''' > '''Communications''' > '''Workflow Email Hold Limit''' to specify the maximum number of emails allowed to be generated by a single workflow before all the generated emails from that workflow are put on hold. Be sure to enter relevant contacts into '''Users to Notify Messages On Hold''' lookup to specify who to notify to release the emails.
<!--127005 - Workflow email fail safe on hold limit-->
====Added Option to Auto-Open Records in Annotation Mode====
Added option to open records of a particular status in '''Annotation Mode''' by default. If you have a status such as "Revisions Requested” where you have to send the record back to the user for annotations or to respond to annotations, you can now force the record into annotation mode and save the user a click. To configure this, go to the desired '''UTA''' > '''Configuration Settings''' > Pick the desired level (1, 2 or 3) > '''Statuses''' > Edit the desired status > '''Permissions & Availability''' tab > '''Open Record in Annotation Mode'''.
