Configure consolidated allocation notification templates
Use this guide to configure the consolidated vendor email templates in wxrks, including the project context fields added for organization and organizational unit details.
Audience: Account admins managing vendor notification templates.
Required permissions: ACCOUNT_ADMIN.
Key concepts
Term | Meaning |
Consolidated Allocation | A single email when multiple tasks are assigned in a short window for the same project context. |
Consolidated Pending Acceptance | A single email when multiple tasks require acceptance in the same project context. |
Project context fields | Placeholders for organization, organizational unit, and project manager details inside template content. |
Open the notification template area
Go to Settings.
Open Account Settings.
Select Notifications.
Open the Notification Template tab.
Select a consolidated template
In From, enter the sender email domain (for example,
[email protected]).In Templates, choose one of these options:
Consolidated Allocation
Consolidated Pending Acceptance
Review the description text shown below the selected template.
Edit subject, body, and footer with consolidated placeholders
Update Email Title, Email Body, and Email Footer.
Keep the core placeholders needed for consolidated notifications: -
PROJECT_REFERENCE_NAME-PROJECT_NAME-PROJECT_COUNT-TASK_WORKFLOW-TASK_SOURCE_LANGUAGE-TASK_TARGET_LANGUAGE-SEE_ALL_TASKS_LINKFor Consolidated Allocation, you can also use: -
READY_TASK_COUNT-NOT_READY_TASK_COUNTUse these project context placeholders in both consolidated templates: -
ORGANIZATION_NAME-ORGANIZATIONAL_UNIT_NAME-PROJECT_MANAGER_NAME-PROJECT_MANAGER_EMAILClick Save.
Important behavior and edge cases
Consolidation happens only when assignments are grouped in a short time interval.
If only one task is assigned, wxrks sends the standard single-task notification instead of a consolidated one.
Consolidated emails are grouped by project context, so separate groups can still generate separate emails.
Consolidated Pending Acceptance does not use ready/not-ready counts.
Troubleshooting
Issue | What to verify |
Cannot save template changes | Confirm From has a valid sender domain email. |
Consolidated options are not visible | Confirm you are editing inside Notification Template (not Org Unit tab). |
Organization or OU text is blank in emails | Confirm the placeholders are present in the template body and that project context is configured in your account. |
Vendor receives multiple emails | Assignments may be outside the same consolidation window or in different grouping contexts. |
Quick reference
Item | Value |
Navigation | Settings > Account Settings > Notifications > Notification Template |
Templates | Consolidated Allocation, Consolidated Pending Acceptance |
New context placeholders |
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Access roles |
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