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Consolidating action reminder emails
Normally an Action Update respondent will receive one email per reminder. It is possible to consolidate the reminders into one single email, as described below.
Check the Hyperlink system setting is configured correctly
- At the server, open App Manager
- Select the correct application instance
- Click on the Robot tab
- Click Robot Service > Connect
- Click the Edit System Settings button
- Open Setting Group: Hyperlink
- By default this will show https://{INSTANCENAME}/WebUI. Update this so that it shows the URL for WebUI. So for example, if your application is at https://server.domain.com/PentanaPRD/WebUI then the setting should read as follows:
- Click Save
- Click Edit System Settings to revert back to the robot jobs view
Set the 'consolidated' flag
- Select the Action Tracking job SendReminderEmails
- Under Job Parameters, select Consolidate
- In the Value box, type true
- Click Save
Update the message tags and text
- Open the desktop application as an administrator user
- Go to Admin > System Settings > Action Updates
- In the Reminder Body box, update the text as follows:
- The tag for the greeting should be: {Person.Forenames}
- The link to the WebUI should be: <a href="{SystemSetting.Hyperlink.WebSite}?dash=ActionTracking">View Action Update(s)</a>
For example:
Dear {Person.Forenames}
You are reminded that you still need to respond to one or more actions.
Please provide an update by clicking on the link below, which will take you to the action update(s).
<a href="{SystemSetting.Hyperlink.WebSite}?dash=ActionTracking">View Action Update(s)</a>
- Click Save
The next time the Reminder job runs, users will receive a single email with the updated text.