Aeon Quick Tip--Routing Rules Description
Routing rules are a powerful customization tool that are employed in order to configure processing workflows to suit your local needs. Those who are familiar with the details of how routing rules work will be able to decipher the way a routing rule is working from the rule components and matchstring. However, we encourage you to write a brief description that explains how the rule is working and which requests are affected by it.
Additionally, we recommend adding the initials of the staff member who added the rule and the date the rule was enabled in the description. This information is not automatically recorded in the Customization Manager as it is when other keys are changed. This information will allow someone without technical skill to understand what routing happens automatically and give you a point of reference for when changes have been enabled and who made those changes. This is particularly helpful in multi-site configurations when more than one location may be affected by a routing rule.
Comments
Perhaps related to this: I'm hoping to set up an email template that will automatically send to one of our departments when a Photoduplication order has been paid is moved into the "Awaiting Order Delivery" queue. Is that something I could do through routing rules?
Hi Will,
Unfortunately, there is no way to send emails automatically from Aeon, except with a server addon.
Aside from an addon, an alternate option is to send the email from the client and have the email template set to change the transaction status upon sending. If you're interested, I'd be happy to help you set that up.
Best,
Katie
Thanks, Katie. I might be getting myself confused; we already automatically send an email through the client (when a new user registers). So perhaps we already have that addon?
At any rate, if you have ideas of how we might be able to do this, I'm all ears!
Sorry Will, I should have clarified. The New User Registration email is the only one that does send automatically by default. No other templates can be sent automatically.
You could set up an email template and set the Photoduplication status to the "Awaiting Order Delivery" queue. Then, at the appropriate step in your workflow, you can send the email. The action of sending the email would change the status rather than the status change triggering the email. Would that work?
Thanks, Katie. I don't think this would quite do it for us, since orders automatically get routed to "Awaiting Order Delivery" when the customer pays--so we typically don't do that routing (which was the reason we were hoping to get an email alert). But thanks for the clarification!
Will
Hi Will
You may want to enter your idea about automated emails in the Photoduplication process to our user enhancement request board:
https://uservoice.atlas-sys.com/
Other Aeon users may be interested in the same functionality and can vote for its inclusion in a future release.
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