This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

Notifications: Can you include comments from Metacard data.

Hi All,

My company uses M-Files for all of our document control and whenever a version of a document is changed we write a comment on the metacard data to say what has been changed on the document. So each version number should match the comments number.

We also have notifications set up so whenever a document is added or amended etc. it is emailed out to everyone with a link, who made the change and document ID. This works well, but we have been trying to think of a quicker way of communicating changes as not everyone will open the hyperlink in the email to check what amends have been made.

With that in mind does anyone know if/how we can set it up so that whatever is written in the comments section of the metacard data is sent out in the notification email?

Any help is appreciated.

Thanks,

Lea
Parents
  • Former Member
    Former Member
    I cann't answer to your question, but I do it this way: we have a field "What changed" in metadata card. So, we include this field in notifications. We use workflow to force users to fill this field: Draft -> Approval -> Approved. When a user changes state to Draft, the field "What changed" is emptied. When the state is changed to Approval, he field is checked not to be empty.
Reply
  • Former Member
    Former Member
    I cann't answer to your question, but I do it this way: we have a field "What changed" in metadata card. So, we include this field in notifications. We use workflow to force users to fill this field: Draft -> Approval -> Approved. When a user changes state to Draft, the field "What changed" is emptied. When the state is changed to Approval, he field is checked not to be empty.
Children
No Data