FIX2.03.02 · Released 1 September 2015
FIXfinPOWER Connect
Released in
2.03.02
1 September 2015
  1. Opened19 Aug
  2. Closed20 Aug
  3. Released1 Sep
Article 13225 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.