Questions?
They are answered by the XTRF community and our experts
Is it possible to receive (send) a notification when the deadline of a particular step in the workflow is overdue and it has not been closed?
I believe receiving a notification for when these 2 options happen at the same time would definitely avoid any type of delays on the Project Management's end, as sometimes it could be difficult to simultaneously keep track of all opened steps in several projects. Notification could be send both to Project Manager and Vendor assigned.
Hi Eduardo,
You can specify notification settings in Configuration -> Projects -> Settings. I have these checkboxes in my mind
These notifications are in fact sent only to the Vendor by default, but all defaults can be obvioulsy changed. To add a Project Manager as a recipient, do the following.
1. Go to Configuration -> Notifications -> Notifications -> Templates.
2. Then, choose the wanted one - When job's deadline is nearing.
3. In the Recipient field, add (by clicking on a plus) the Project Manager, just as shown.
Such prepared notification will be send to all people set in the Recipient field, so in this case - to both, the Vendor and the Project Manager.
How to cancel/reject quote that was approved by the client by mistake?
How can we cancel a quote that the client approved by mistake so they don't need it?
Tomas,
However it cannot be cancelled, each classic quote can be simply deleted - which removes it also from Client Portal :)
Automating opening projects
We have raised this question before as well but still...
Our clients send us work orders which have list of movies they want to order along with language pair, movie duration, service requested, etc. Currently the project managers are opening one project for each work order and each movie is one task. Opening a project which has 30 tasks in it is time consuming. A good solution would be getting XTRF to read the work order (can be easily saved as xml) and creating projects automatically (we already have per service workflows).
Anyone else facing similar issue or would like to automate project opening?
Hi Aida,
To me it looks like a perfect use case for a Smart Connector.
Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.
Here's a YouTube link to our 30-minute webinar on the subject:
And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide
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