Update Custom Emails In Review Tasks
Prior to this enhancement, after a review task is launched, administrators had to create work orders to edit or update custom emails.
With this enhancement, after a review task is launched, administrators can edit all fields in custom a custom email template.
Considerations
- Customers cannot delete a custom email after the task is launched.
- Customers can edit current emails, but not add new emails.
Implementation
This functionality is automatically enabled for all organizations using the Performance module.
Permissions
The following existing permissions apply to this functionality:
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Performance Review Task Administration | Grants ability to create/assign performance review tasks and manage activity within those tasks. This permission also gives the ability to enable and view co-planners for a task from the administration pages. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. | Performance - Administration |
| Email - Edit From Address | Grants ability to edit the "from" address when creating or modifying an email trigger. In addition, the Allow user to change email address option must be selected in Email Preferences. This permission works in conjunction with the Global Email Administration - Manage permission. This is an administrator permission. | Core Administration |
| Global Email Administration - Manage | Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. | Core Administration |