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Separate mail templates from pre-fill templates

Description

The entity.documentTemplateEmail archetype is used for both:

  • the email editor Templates function

  • pre-filled emails. These are linked to entity.documentTemplates

In the majority of cases, the pre-filled email templates aren't applicable in the email Templates browser, as they require a specific archetypes to report against (e.g. an invoice or patient history).
To prevent this, two separate archetypes are required:

  • entity.documentTemplateUser - these are for user selection in the email editor

  • entity.documentTemplateSystem - these are for pre-filled emails

Migration

  • sites that are currently running with the entity.documentTemplate archetype need to have:

    • entity.documentTemplateEmails not linked to entity.documentTemplate migrated to entity.documentTemplateEmailUser

    • entity.documentTemplateEmails linked to entity.documentTemplate migrated to entity.documentTemplateEmailSystem

  • sites running 1.8 need to have entity.documentTemplateEmailSystems created for those entity.documentTemplate with emailSubject and emailText nodes

Environment

Status

Assignee

Tim Anderson

Reporter

Tim Anderson

Components

Fix versions

Priority

Minor