3.17.1 - AutoHellas: Automated email (transition steps: cancel & change order)

General Description of the Feature

This feature is designed to send a notification email when the order of the lead is canceled, changed, or a new order is created after a changed order.

To configure the functionality Master & Content templates should be created on the Notification Server for the relevant environment.

Master Template:

Content Templates: One for each related transition "Cancel Order", "Change Order" and "Create Order After Change Order"

Mail template For Cancer Order                                                    Mail template Change Order                                                          Mail template Create Order After Change Order

With new email parameters:

• {ImporterOrderId}

• {BranchDescription}

• {Lead.Url}

Assign Business Case 1976 to admin user to access the setup page "Automated Emails per Make"

The user can choose a "Make" from the menu, enter an email address in the right field, and click the "+" button to add this combination below. This process can be repeated for additional email addresses or different car makes. To save the changes, the user clicks the "Save" button at the bottom right of the page.

Notification Template for Cancel Order, Change Order & Create Order After Change Order:

Next step is the creation of the three mail templates as Notification email templates: ~/SetupEntities/List/Workflow/IDMS_WF_NotifTemplate

The user is required to create Notification templates for Cancel Order, Change Order, and Create Order After Change Order. 

Complete the field “Model Resolver” with the following 

Notification Group for Cancel Order, Change Order & Create Order After Change Order:

Next configuration step is  the creation of three notification template groups each corresponding to the previously created mail using the following page: ~/workflow/WFNotificationsGroupList

Complete the following Setup keys with the code of related notification group

• AutohellasCancelOrderEmailAdHocNotificationTempl

• AutohellasChangeOrderEmailAdHocNotificationTempl

• AutohellasCreateOrderAfterChangeOrderEmailAdHocNotificationTempl

Final add the following External Functions in workflow transitions "Cancel Order", "Order Change" and "Create Order".

• Send Notification for Cancel Order (SendNotificationForCancelOrder)
• Send Notification for Change Order (SendNotificationForChangeOrder)
• Send Notification for Create Order after Change Order (SendNotificationForCreateOrderAfterChangeOrder): This external function when triggered, recognizes if the Order Creation is after an Order Change (and not a simple Order creation) and only then sends the relevant email.

Cancel Order                                                                                                      Change Order                                                                                                                              

"Send Notification for Cancel Order (SendNotificationForCancelOrder)"      "Send Notification for Change Order (SendNotificationForChangeOrder)"                             

Create Order After Change Order

Send Notification for Create Order after Change Order (SendNotificationForCreateOrderAfterChangeOrder)

Process

If user creates Lead and select the "Cancel Order" transition, system sends the related automated mail

or select the transition "Change Order" system sends the related automated mails

and Create Order (only after a Change order took place.)

The emails are send are displayed in leads related tab in section notification. The Receivers of these emails are: the configured emails from the relevant configuration and the respective Sales Person from the Lead.

Business Benefit 

Provide a clarity to pre-selected users about certain process triggered in Sales Leads that are important for the customer business.

Configuration 

Business Cases

• 1976 Autohellas Automated Emails per Make Setup

Administration and Process pages

• ~/SalesDocument/AutomatedEmailsPerMakeSetupPage (new)
• ~/SetupEntities/List/Workflow/IDMS_WF_NotifTemplate (existing)
• ~/workflow/WFNotificationsGroupList (existing)

Setup Keys

• AutohellasCancelOrderEmailAdHocNotificationTempl
• AutohellasChangeOrderEmailAdHocNotificationTempl
• AutohellasCreateOrderAfterChangeOrderEmailAdHocNotificationTempl

New Email Parameters

• {ImporterOrderId}
• {BranchDescription}
• {Lead.Url}

Workflow

External Functions

• Send Notification for Cancel Order (SendNotificationForCancelOrder)
• Send Notification for Change Order (SendNotificationForChangeOrder)
• Send Notification for Create Order after Change Order (SendNotificationForCreateOrderAfterChangeOrder)

Additional Information