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Bulk action - send emails - attach a document template, generate documents and upload them to the cases/contacts before sending them [5] #13044
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feature
A new feature to be developed (ticket type)
lu
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Bulk send emals - Attach a document template, generate documents and upload them to the cases/contacts before sending them
Bulk action - send emails - attach a document template, generate documents and upload them to the cases/contacts before sending them
Mar 13, 2024
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Bulk action - send emails - attach a document template, generate documents and upload them to the cases/contacts before sending them
Bulk action - send emails - attach a document template, generate documents and upload them to the cases/contacts before sending them [5]
Apr 25, 2024
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…rate documents and upload them to the cases/contacts before sending them
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…rate documents and upload them to the cases/contacts before sending them
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…rate documents and upload them to the cases/contacts before sending them - changes after review
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…rate documents and upload them to the cases/contacts before sending them - changes after review
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…rate documents and upload them to the cases/contacts before sending them - changes after review
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…rate documents and upload them to the cases/contacts before sending them - fix formatting issues
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…rate documents and upload them to the cases/contacts before sending them - fix formatting issues
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…ction_send-emails_attach_document_template #13044 - Bulk action - send emails - attach a document template, gene…
Tested on web local setup version 1.97.0-SNAPSHOT (9655678). |
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Labels
feature
A new feature to be developed (ticket type)
lu
Adaptations requested by or implemented for Luxembourg
qa-verified
Issue has been tested and verified by QA
Feature Description
The bulk action for sending emails with attachments is implemented in a different ticket #13043.
The current ticket will enable the user to attach to each email a configurable document template. In this way, each document will contain the recipient's and entity's custom data. These documents will need to be saved on each entity they were sent for.
Added Value/Benefit
The Sormas user will be more efficient in handling operations involving multiple entities. Also will be able to easily check which entities did not work properly.
Acceptance Criteria
Implementation Details
Prerequisite
User-Flow - cases
Case 1:
From document templates and no upload to the entity
It is visible that the email was sent in the email's log, but not in the document's section, as the document was not saved
Case 2:
From document templates and upload to the entity
Errorhandling:
in scope:
out of scope:
possible improvement
Mockups
No response
Additional Information
Document template guide can be found:
https://test-de2.sormas.netzlink.com/sormas-ui/#!configuration/documentTemplates
when clicking "upload template" => document template guide
Open questions:
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