Name of Feature/Request: Add Project and Sales Order Merge Fields to Task-Based Workflow Email Triggers
What financial, time savings, or quality of life improvements will occur from this: To enhance Striven’s Workflow functionality by allowing the inclusion of Project and Sales Order merge fields in the email body of a task-based trigger. This will enable users to dynamically populate project-specific details and Sales Order information in automated emails sent when a task is triggered, | Frequency: daily operational workflows | Eliminate manual steps in internal task handoffs or customer updates
Attempted Solutions So Far: Create separate discussion template in task and add related Project Management
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: The user requested a way to include project and quote information in the email body of a trigger’s action email when the trigger is based on a task. Currently, Striven’s workflow task-related merge fields, project and Sales Order (containing quote) data aren’t available as merge fields. The need arises to send workflow emails based on tasks and include additional information from related Project Management and Sales Orders | Previously accomplished: Manually entered these details into each task or communication
StrivenID: 5540882