Article Details
Id: | 13225 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 2.03.02 |
Opened: | 19/08/2015 |
Closed: | 20/08/2015 |
Released: | 01/09/2015 |
Job: | J016116 |
Workflows; Email and SMS Document Workflow Items set to Repeat per Client or Applicant do not show options to send also to Branch, Dealer etc
If a Document type Workflow Item was set to repeat per Account Client (or Account Application Applicant), the following issues occurred:
- If an Email or SMS Document was selected, the "Send also to the following" section was not shown.
- The business layer however respected these settings so, if you had previously set the Document to also send to the Branch and then changed it to repeat per Account Client, a copy of the Email or SMS was also sent to the Branch.
- This section is now displayed regardless of whether the item is being repeated per Client.
- And the Summary Page displaying Workflow Type Item details has been updated to show this information.
- Under certain circumstances, an Account Application Workflow Type would use the terminology "Client" instead of Application in the Workflow Type Item wizard.