Notification trigger enhancements
ChristianS9906 last edited by
It would be really great if task notification emails could be set up to be triggerable based on task metadata. For example, it would be great if a notification for a task could be set up to only be sent out if the Matter.Client was a particular client or if Matter.CountryCode = "CN"--you get the idea. This would allow a single task to have multiple potential notifications that could be sent out in the alternative based on matter-specific data.
The only way to do this now is to either:
a) Have multiple separate tasks, each with its own set of notifications that are tailored to a particular metadata condition. However, this results in having different tasks for different clients/countries/etc., which is confusing on the docket and makes it very cumbersome to manage how tasks trigger (for example, if you have 10 different flavors of what is the same task (except for the notifications), you'd have to revise 10 separate tasks if there was any revision needed, e.g., to task triggering.
b) Have (b), but make them each a transient task that triggers off a common task type. Each transient task would only trigger off that common task type if certain other conditions were met, e.g., if the common task was in a particular client's docket or in a matter in a particular jurisdiction. The transient tasks would have the customized notifications. However, this still results in potentially a large number of different task types--we already have 600+ task types, and we'd like to avoid having hundreds more that are just there to provide different notifications....
gregg_appcoll last edited by
Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.