Default notifications

Eugene Kuchynski — Wed, 15 Jun 2022 08:38:33 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 6/15/2022 8:38:33 AM

The following table describes all events which could occur in TBM, corresponding message template used for that event, and default recipients.

Event name	Default message template type	Default recipients	Notes
Customer accepted a quote request	Automated notification - customer accepted a quote	Responsible person or all managers, if responsible person is empty.
Customer created a new job	Automated notification - customer created a new job	--//--	When customer creates a new job directly from the dashboard, skipping quote request phase
Customer created a new project	Automated notification - customer created a new project	--//--
Customer created a quote request	Automated notification - customer created a quote request	--//--
Customer declined a quote request	Automated notification - customer declined a quote	--//--	Variable for displaying declining reason provided by a customer: {QuoteLastMessageFromCustomer}.
Customer profile changes	Automated notification - customer edited own profile	--//--
Customer uploaded additional files	Automated notification - client uploaded additional files	--//--
Quote is ready	Automated notification - quote ready	To customer contact (if e-mail is provided); if contact is empty, modal dialog to select target customer contacts.
Project is ready/delivered	Project delivery	To customer contact (if e-mail is provided); if contact is empty, modal dialog to select target customer contacts.
Job is ready/delivered	Job delivery	To customer contact (if e-mail is provided); if contact is empty, modal dialog to select target customer contacts.

Message added to a job	Automated notification - message added to a job	To customer contact person user (if send to customer), or to responsible person or all managers if responsible person is empty (if sent by customer)	Variable for displaying message contents: {AdditionalText}.
Message added to a project	Automated notification - message added to a project	--//--
Message added to a quote	Automated notification - message added to a quote	--//--
Message added to an assignment	Automated notification - message added to an assignment	To assignment vendor (if send to vendor), or to responsible person or all managers if responsible person is empty (if sent by vendor)

Vendor registered	Automated notification - new vendor registered	To all managers
Vendor registration confirmation	Automated notification - vendor registration confirmation	To a registered vendor	This is the only message which contains initial users's password ({RecipientPassword} variable).
Vendor profile changes	Automated notification - vendor edited own profile	To all managers
Vendor profile changes request	Automated notification - vendor requests to edit own profile	To all managers	Used when direct changes in a profile are restricted by security system. Variable that holds explanation of desired changes provided by a user: {AdditionalText}.
Vendor accepted an assignment	Automated notification - vendor accepted an assignment	Responsible person or all managers, if responsible person is empty.
Vendor declined an assignment	Automated notification - vendor declined an assignment	--//--	Variable to display declining reason: {AssignmentVendorPickNotes}.
Vendor sent counter-offer for an assignment	Automated notification - vendor counter-offer for an assignment	--//--	Variable to display counter-offer: {AssignmentVendorPickNotes}.
Vendor fully delivered an assignment	Automated notification - vendor delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor partially delivered an assignment	Automated notification - vendor partially delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor created an invoice	Automated notification - vendor created an invoice	To all managers
Vendor edited an invoice	Automated notification - vendor edited an invoice	To all managers
Vendor submitted test piece	Automated notification - vendor submitted a test piece	To all managers
Payment created for vendor	New payment created	To vendor
Test piece marked as finished	Automated notification - test piece results to vendor	To a vendor
Quote request	Quote request	To a vendor
Quote submitted	Quote request submitted	To a manager
Quote accepted	Quote request accepted	To a vendor
Quote declined	Quote request declined	To a vendor
Quote request negotiation	Quote request in negotiation	To a vendor
Vendor assigned to work	Purchase order	To a vendor	If assignment has PO attached, this file will be automatically attached to a created message.
Job offer to a vendor	Job offer	To a vendor	When you add a candidate in an assignment with "Offered candidate" status, or select a vendor in an assignment which has Prepare status, job offer will be automatically sent to a vendor.

Default notifications

Eugene Kuchynski — Thu, 09 Jun 2022 10:32:56 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 6/9/2022 10:32:56 AM

The following table describes all events which could occur in TBM, corresponding message template used for that event, and default recipients.

Event name	Default message template type	Default recipients	Notes
Customer accepted a quote request	Automated notification - customer accepted a quote	Responsible person or all managers, if responsible person is empty.
Customer created a new job	Automated notification - customer created a new job	--//--	When customer creates a new job directly from the dashboard, skipping quote request phase
Customer created a new project	Automated notification - customer created a new project	--//--
Customer created a quote request	Automated notification - customer created a quote request	--//--
Customer declined a quote request	Automated notification - customer declined a quote	--//--	Variable for displaying declining reason provided by a customer: {QuoteLastMessageFromCustomer}.
Customer profile changes	Automated notification - customer edited own profile	--//--
Customer uploaded additional files	Automated notification - client uploaded additional files	--//--
Quote is ready	Automated notification - quote ready	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.
Project is ready/delivered	Project delivery	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.
Job is ready/delivered	Job delivery	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.

Message added to a job	Automated notification - message added to a job	To customer contact person user (if send to customer), or to responsible person or all managers if responsible person is empty (if sent by customer)	Variable for displaying message contents: {AdditionalText}.
Message added to a project	Automated notification - message added to a project	--//--
Message added to a quote	Automated notification - message added to a quote	--//--
Message added to an assignment	Automated notification - message added to an assignment	To assignment vendor (if send to vendor), or to responsible person or all managers if responsible person is empty (if sent by vendor)

Vendor registered	Automated notification - new vendor registered	To all managers
Vendor registration confirmation	Automated notification - vendor registration confirmation	To a registered vendor	This is the only message which contains initial users's password ({RecipientPassword} variable).
Vendor profile changes	Automated notification - vendor edited own profile	To all managers
Vendor profile changes request	Automated notification - vendor requests to edit own profile	To all managers	Used when direct changes in a profile are restricted by security system. Variable that holds explanation of desired changes provided by a user: {AdditionalText}.
Vendor accepted an assignment	Automated notification - vendor accepted an assignment	Responsible person or all managers, if responsible person is empty.
Vendor declined an assignment	Automated notification - vendor declined an assignment	--//--	Variable to display declining reason: {AssignmentVendorPickNotes}.
Vendor sent counter-offer for an assignment	Automated notification - vendor counter-offer for an assignment	--//--	Variable to display counter-offer: {AssignmentVendorPickNotes}.
Vendor fully delivered an assignment	Automated notification - vendor delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor partially delivered an assignment	Automated notification - vendor partially delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor created an invoice	Automated notification - vendor created an invoice	To all managers
Vendor edited an invoice	Automated notification - vendor edited an invoice	To all managers
Vendor submitted test piece	Automated notification - vendor submitted a test piece	To all managers
Payment created for vendor	New payment created	To vendor
Test piece marked as finished	Automated notification - test piece results to vendor	To a vendor
Quote request	Quote request	To a vendor
Quote submitted	Quote request submitted	To a manager
Quote accepted	Quote request accepted	To a vendor
Quote declined	Quote request declined	To a vendor
Quote request negotiation	Quote request in negotiation	To a vendor
Vendor assigned to work	Purchase order	To a vendor	If assignment has PO attached, this file will be automatically attached to a created message.
Job offer to a vendor	Job offer	To a vendor	When you add a candidate in an assignment with "Offered candidate" status, or select a vendor in an assignment which has Prepare status, job offer will be automatically sent to a vendor.

Default notifications

Eugene Kuchynski — Mon, 16 May 2022 07:05:54 GMT

Revision 3 posted to Wiki by Eugene Kuchynski on 5/16/2022 7:05:54 AM

The following table describes all events which could occur in TBM, corresponding message template used for that event, and default recipients.

Event name	Default message template type	Default recipients	Notes
Customer accepted a quote request	Automated notification - customer accepted a quote	Responsible person or all managers, if responsible person is empty.
Customer created a new job	Automated notification - customer created a new job	--//--	When customer creates a new job directly from the dashboard, skipping quote request phase
Customer created a new project	Automated notification - customer created a new project	--//--
Customer created a quote request	Automated notification - customer created a quote request	--//--
Customer declined a quote request	Automated notification - customer declined a quote	--//--	Variable for displaying declining reason provided by a customer: {QuoteLastMessageFromCustomer}.
Customer profile changes	Automated notification - customer edited own profile	--//--
Customer uploaded additional files	Automated notification - client uploaded additional files	--//--
Quote is ready	Automated notification - quote ready	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.
Project is ready/delivered	Project delivery	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.
Job is ready/delivered	Job delivery	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.

Message added to a job	Automated notification - message added to a job	To customer contact person user (if send to customer), or to responsible person or all managers if responsible person is empty (if sent by customer)	Variable for displaying message contents: {AdditionalText}.
Message added to a project	Automated notification - message added to a project	--//--
Message added to a quote	Automated notification - message added to a quote	--//--

Vendor registered	Automated notification - new vendor registered	To all managers
Vendor registration confirmation	Automated notification - vendor registration confirmation	To a registered vendor	This is the only message which contains initial users's password ({RecipientPassword} variable).
Vendor profile changes	Automated notification - vendor edited own profile	To all managers
Vendor profile changes request	Automated notification - vendor requests to edit own profile	To all managers	Used when direct changes in a profile are restricted by security system. Variable that holds explanation of desired changes provided by a user: {AdditionalText}.
Vendor accepted an assignment	Automated notification - vendor accepted an assignment	Responsible person or all managers, if responsible person is empty.
Vendor declined an assignment	Automated notification - vendor declined an assignment	--//--	Variable to display declining reason: {AssignmentVendorPickNotes}.
Vendor sent counter-offer for an assignment	Automated notification - vendor counter-offer for an assignment	--//--	Variable to display counter-offer: {AssignmentVendorPickNotes}.
Vendor fully delivered an assignment	Automated notification - vendor delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor partially delivered an assignment	Automated notification - vendor partially delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor created an invoice	Automated notification - vendor created an invoice	To all managers
Vendor edited an invoice	Automated notification - vendor edited an invoice	To all managers
Vendor submitted test piece	Automated notification - vendor submitted a test piece	To all managers
Test piece marked as finished	Automated notification - test piece results to vendor	To a vendor
Quote request	Quote request	To a vendor
Quote submitted	Quote request submitted	To a manager
Quote accepted	Quote request accepted	To a vendor
Quote declined	Quote request declined	To a vendor
Quote request negotiation	Quote request in negotiation	To a vendor
Vendor assigned to work	Purchase order	To a vendor	If assignment has PO attached, this file will be automatically attached to a created message.
Job offer to a vendor	Job offer	To a vendor	When you add a candidate in an assignment with "Offered candidate" status, or select a vendor in an assignment which has Prepare status, job offer will be automatically sent to a vendor.

Default notifications

Eugene Kuchynski — Mon, 16 May 2022 06:57:36 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 5/16/2022 6:57:36 AM

The following table describes all events which could occur in TBM, corresponding message template used for that event, and default recipients.

Event name	Default message template type	Default recipients	Notes
Automation rule failed to apply	Automated notification - automation rule failed to apply to an assignment	Responsible person or all managers, if responsible person is empty.	See Automation rules topic to get additional information about automation rules
Automation rule is ready to be applied	Automated notification - automation rule is ready to be applied	--//--	If automation rule behavior is set to not automatically assign next vendor in a sequence
Automation rule successfully applied	Automated notification - automation rule successfully applied	--//--

Customer accepted a quote request	Automated notification - customer accepted a quote	Responsible person or all managers, if responsible person is empty.
Customer created a new job	Automated notification - customer created a new job	--//--	When customer creates a new job directly from the dashboard, skipping quote request phase
Customer created a new project	Automated notification - customer created a new project	--//--
Customer created a quote request	Automated notification - customer created a quote request	--//--
Customer declined a quote request	Automated notification - customer declined a quote	--//--	Variable for displaying declining reason provided by a customer: {QuoteLastMessageFromCustomer}.
Customer profile changes	Automated notification - customer edited own profile	--//--
Customer uploaded additional files	Automated notification - client uploaded additional files	--//--
Quote is ready	Automated notification - quote ready	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.
Project is ready/delivered	Project delivery	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.
Job is ready/delivered	Job delivery	To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users.

Message added to a job	Automated notification - message added to a job	To customer contact person user (if send to customer), or to responsible person or all managers if responsible person is empty (if sent by customer)	Variable for displaying message contents: {AdditionalText}.
Message added to a project	Automated notification - message added to a project	--//--
Message added to a quote	Automated notification - message added to a quote	--//--

Vendor registered	Automated notification - new vendor registered	To all managers
Vendor registration confirmation	Automated notification - vendor registration confirmation	To a registered vendor	This is the only message which contains initial users's password ({RecipientPassword} variable).
Vendor profile changes	Automated notification - vendor edited own profile	To all managers
Vendor profile changes request	Automated notification - vendor requests to edit own profile	To all managers	Used when direct changes in a profile are restricted by security system. Variable that holds explanation of desired changes provided by a user: {AdditionalText}.
Vendor accepted an assignment	Automated notification - vendor accepted an assignment	Responsible person or all managers, if responsible person is empty.
Vendor declined an assignment	Automated notification - vendor declined an assignment	--//--	Variable to display declining reason: {AssignmentVendorPickNotes}.
Vendor sent counter-offer for an assignment	Automated notification - vendor counter-offer for an assignment	--//--	Variable to display counter-offer: {AssignmentVendorPickNotes}.
Vendor fully delivered an assignment	Automated notification - vendor delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor partially delivered an assignment	Automated notification - vendor partially delivered an assignment	--//--	Variable to display delivery notes: {AssignmentNotesFromVendor}.
Vendor created an invoice	Automated notification - vendor created an invoice	To all managers
Vendor edited an invoice	Automated notification - vendor edited an invoice	To all managers
Vendor submitted test piece	Automated notification - vendor submitted a test piece	To all managers
Test piece marked as finished	Automated notification - test piece results to vendor	To a vendor
Quote request	Quote request	To a vendor
Quote submitted	Quote request submitted	To a manager
Quote accepted	Quote request accepted	To a vendor
Quote declined	Quote request declined	To a vendor
Quote request negotiation	Quote request in negotiation	To a vendor
Vendor assigned to work	Purchase order	To a vendor	If assignment has PO attached, this file will be automatically attached to a created message.
Job offer to a vendor	Job offer	To a vendor	When you add a candidate in an assignment with "Offered candidate" status, or select a vendor in an assignment which has Prepare status, job offer will be automatically sent to a vendor.

Default notifications

Eugene Kuchynski — Mon, 16 May 2022 06:57:02 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 5/16/2022 6:57:02 AM

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