Automations Just Got Smarter: Streamlined Notification Settings for Milestones & Workflows

We’ve made important improvements to how automations are triggered—giving you more clarity and control over the updates that matter most.

Notification logic under My Account > Email Notifications now aligns with Order Assignees—so automations are smarter, more targeted, and easier to manage.

🎯 Why it matters:
As Anvyl has grown to support more advanced workflows, milestones, and assignee-based automation, we’ve updated the logic and UI to simplify setup—without sacrificing power.

💡 Example Use Case:
A brand admin can now create one universal workflow, assign a milestone owner (e.g., “All brand users”), and let each user’s Order Assignee setting determine which milestones they’re responsible for.
→ No need to duplicate workflows for different team members.
→ Notifications only go to users who are both assigned to the order and responsible for the milestone.

📬 Milestone Check-in Prompts:
These now also follow the Order Assignee logic—so they’re sent only to the right users at the right time.

A note on Supplier Logic:
Suppliers who are assigned as milestone owners will always receive milestone check-ins, since they're inherently tied to the order.

✨ UI Improvements:
The Email Notifications section has been cleaned up to reflect this new logic—making it easier than ever to configure your automation rules.

New Customization: Add Order-Level Fields to Your PO Headers

We’ve added more flexibility to your Purchase Order templates, making it easier to highlight the most important order details—right where they belong.

🆕 What’s New:
You can now select up to 4 order-level custom fields to appear in the header section of your PO PDFs.

🎯 Why it matters:
This update allows your team to surface key information—such as internal references, customer codes, or project names—at the top of every PO, so suppliers don’t miss critical context.

✅ How it works:

• Navigate to Settings > Orders > PO Template

• Use the new toggle column to mark custom fields as PO Header Fields

• Select up to 4 fields (order-level only)

• These fields will appear above the standard PO fields (like Ship By, Delivery By, and Payment Terms)