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1. I have setup an email template for PR Approvers to receive from Org. Administration.
2. I then went to my PR header workflow > Basic settings > Entered the Name, Owner , Submission instructions but when I drop down the 'Email template for workflow notifications: it's blank. I was hoping to see the template as per step 1. above to pick.
3. So when I send a PR for approval, Approver gets an alert but no emails have been sent. (when I go to Sys. Admin > Periodic tasks > Email Processing > Email sending status it's blank)
4. I have also setup the followings trying to achieve this ;
a. setting up email parameters
b. entered the email address for approver
3. Sys. Admin> Periodic task > Email processing > Batch processing is Turned on
4. Approver's 'Send notifications for emails' is turned on from user options
What else am I missing for not generating email notifications?
You can check the documentation if you missed some setup: docs.microsoft.com/.../configure-email
As can be seen in the link Andre shared: E-mail templates to be used for company-specific records are configured in Organization administration module. Templates to be used environment-wide are configured in System administration module.
Purchase requisitions are not company specific, they are shared records instead. So, templates for purchase requisitions e-mails are configured in: System administration/Setup/Email/Email messages. While e-mail templates for purchase orders are configured in: Organization administration/Setup/Email templates.
Thanks Andre and Fatih!!
Fatih: Great tip. this was exactly the issue.
When I created the template from Sys. Admin instead of the Org. Admin, I was able to see the template to pick in step 2 of my question above.
And that resolved the issue.
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