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Defaulted Check mark for sending report in email on Completion Card

  • March 10, 2023
  • 5 replies
  • 119 views
S
Sidekick (Customer)
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This checkbox is defaulted to Send an email with the current report for the activity. This has been an issue for us as we need to review all Technician text before being sent to the customer. In addition, we often have Orders that must remain open for an extended period and end up with dozens of activities. We have trained the techs to ‘uncheck’ this box but it is an easy one to miss. Is there a way to change this default or turn off the option altogether??

The preference would be to leave them active as options but both defaulted as “Unchecked’

Thanks, Sean

 

 

Best answer by Phil Seifert

Hi Sean,

I personally do not have any experience with a customer using this option as you described.  However, on the surface, this seems to be a good solution for you based on what is in the Mobile Edge Users Guide:

 

My interpretation of this is from the Note section where they specifically mention reducing this to a smaller set of options, so removing the email will remove it from the workflow so it probably should not be sending the email.

Good catch!

    5 replies

    Reid Gilbert
    Superhero (Employee)
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    • Reid Gilbert
    • Superhero (Employee)
    • 366 replies
    • March 10, 2023

    Hi Sean,
    Right now that checkbox is defaulted to checked at the source code level so it can’t be changed by MOE settings or via the Mobile Customizer application.  This would need to be done as a small customization or we can log a RFE (Request for Enhancement) ticket for possible implementation in a future development sprint.
    Thanks,
    Reid

    S
    Sidekick (Customer)
    Forum|alt.badge.img+6
    • Smstovall
    • Author
    • Sidekick (Customer)
    • 21 replies
    • March 10, 2023

    Thank you Reid. With SU4 right around the corner, I do not want to mess with customizations. I will log the RFE though.

     

    Thanks, Sean

    S
    Sidekick (Customer)
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    • Smstovall
    • Author
    • Sidekick (Customer)
    • 21 replies
    • May 3, 2023

    Follow up question regarding this issue for Reid or Phil…

    We have done some testing and believe there is a potential work around for this issue in MOE -10183. We removed ‘email’ from the string. By doing this, the completion screen the tech lands on is shown below. Emailing the report is not a displayed option. We have tested this on a few sites in UAT that have email contacts at the order, site, & customer level and have not received any emails back. (We have confirmed that email is enabled in the UAT environment). My question have you seen this approach used successfully elsewhere ?

    Thanks, Sean

    S
    Sidekick (Customer)
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    • Smstovall
    • Author
    • Sidekick (Customer)
    • 21 replies
    • May 3, 2023

     

    Phil Seifert
    Ultimate Hero (Employee)
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    • Phil Seifert
    • Ultimate Hero (Employee)
    • 1386 replies
    • Answer
    • May 5, 2023

    Hi Sean,

    I personally do not have any experience with a customer using this option as you described.  However, on the surface, this seems to be a good solution for you based on what is in the Mobile Edge Users Guide:

     

    My interpretation of this is from the Note section where they specifically mention reducing this to a smaller set of options, so removing the email will remove it from the workflow so it probably should not be sending the email.

    Good catch!

    Please mark any comments which answered your question as Best Answer so the topic is easier recognised as answered and closed.


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