When previewing an email Workflow action, send a test email to email addresses of your choice. This provides you with the opportunity to test how an email will look in multiple email clients before sending.
The Preview Object field determines the information that will be displayed in the test email.
This functionality will still work if your system emails are turned off, including in Test and Sandbox sites, as the testing feature bypasses the email on/off rules.
Now preview email attachments
An enhancement to Workflows allows you to preview email attachments populated using the Preview Object field. This means you have complete control of your entire Workflow communication prior to sending it out.
Further enhancements to Workflows
You can now:
The "Venue Provider" is now an available recipient for your communications.
There is now a filter that allows Workflows to be filtered on categories
We have enhanced your Sandbox & Test systems to allow you to send some additional emails out. You can now reset passwords on Test and Sandbox environments and also use the ‘Send Sample’ option available in Workflows. Click here for further information.
Easy overview when setting up sessional courses
When adding a new course, you can now see at a glance whether the selected course type is sessional.
When viewing a session plan Datagrid, you can easily see the type of course that the session item belongs to such as Class, Elearning or Knowledge Documents.
Define user roles using the Importer
User roles can now be imported allowing 'permissions' to be assigned to users in bulk. These additional columns can now be imported:
Company Group ID
Company Group Name
The imported role may not exceed the role level of the highest role held by the user importing the data.
Include Shipping Address within data imports
The Importer has been enhanced to allow shipping addresses to be included in an account/user import.
Introducing Trainer Confirmations Smart Grid
An additional Smart Grid has been added to your system showing all trainer confirmation requests and the status. This means that courses no longer need to be reviewed individually to see the trainer's confirmation status.
The Datagrid includes the following filterable and sortable columns:
Course Template Label
Course Start Date
Course End Date
These columns can be accessed via the above Smart Grid or via the trainer confirmations grid at a Course Date level.
Easily view venues with the Class Delegates Smart Grid
Venue label has been added to the Smart Grid for class delegates so that this information is now available at a glance.