This feature introduces Workboard as an available application option within the Email & SMS Template Builder.
It enables Office Staff users to associate templates directly with Workboard, allowing seamless usage without navigating to other modules.
Key benefits include improved efficiency in sending standardized communication, enhanced consistency in messaging, and reduced manual effort when composing emails or SMS from Workboard.
Functionality
This enhancement appears within the Email & SMS Template Builder under the “Applications” or “Share with Applications” selection list.
It applies to communication functionalities used across modules where email and SMS templates are configured and utilized.
A new selectable option, “Workboard,” is added to the list of applications.
Users can:
Select Workboard individually
Select Workboard in combination with other applications when creating or editing templates
When users interact with the feature:
If Workboard is selected and the template is saved:
The template becomes available within Workboard wherever email or SMS functionality exists, such as reminder or follow-up actions.
The template content, including subject, body, and merge fields, loads correctly in the compose screen within Workboard.
If Workboard is not selected:
The template will not be visible or selectable within Workboard.
Existing templates configured for other applications continue to function without any changes.
Additional Notes
This update ensures compatibility with existing template configurations and does not alter current behavior for templates already in use.
Templates must explicitly include Workboard in the application selection to be accessible within it.
There are no changes to previously configured templates unless modified to include Workboard.
Dependencies include the availability of email and SMS functionality within Workboard contexts where templates are applied.
Compliance considerations remain unchanged, as templates continue to follow existing communication and data usage standards.