Reminder Schedule Default Value and Configuration
Monday, May 13, 2019 at 11:37amWe know it is possible to configure the Reminder Schedule (days until first reminder, days between reminders, number of repetitions) at the package/transaction level after the package/transaction is created, using API before 11.16, both API and UI after.
What we try to find out is whether it is possible to configure these Reminder Schedule values at account level, also what the default system values are.
We have tried to configure the template, but these values seems not being applied to the new package/transaction created from the template. The version tested is 11.13.
Thanks.
Reply to: Reminder Schedule Default Value and Configuration
Monday, May 13, 2019 at 01:13pmPOST /api/packages/{packageId}/clone
call or "create package Use Template" use case in web portal. I will test on an on-prem environment with 11.13 version and confirm this to you tmr. Just for my information, this was for ad-hoc users, right? Because for integrated application, you can work it around by callingPOST /api/packages/{packageId}/reminders
to setup reminders in separate calls. Hope this could help! DuoReply to: Reminder Schedule Default Value and Configuration
Tuesday, May 14, 2019 at 04:31am