Dynamics Community Forum Thread Details

Saving Email Send in Workflow Designer is Flaky

I have been working on a number of workflows dealing with the Quote and Order process. In these, I have been creating emails to different users for approvals, notifications and such. These emails will include fields from the records being processed along with their related entities.

I'm using Chrome as my browser, but this also happens when using IE. I'll create an email send task such as this: (Pricing Option is our name for Quote)

Please review the following Pricing Option for discount approval:

Group #: {Group Number(Opportunity (Opportunity))}
Account: {Account(Opportunity (Opportunity))}
Opportunity: {Opportunity(Opportunity (Opportunity))}
Link to Pricing Option:
<hyperlink><name>{Pricing Option-{Quote ID}}</name><value>{Pricing Option-{Record URL(Dynamic)}}</value></hyperlink>

and when I save it, it end up like this:

Please review the following Pricing Option for discount approval:

Group #: {Group Number(Opportunity (Opportunity))}
{Group Number(Opportunity (Opportunity))}
{Group Number(Opportunity (Opportunity))}
{Group Number(Opportunity (Opportunity))}

<hyperlink><name>{Quote ID(Pricing Option)}</name><value>{Record URL(Dynamic)(Pricing Option)}</value></hyperlink>

This is getting very problematic. Every time I save, I have to re-open it to see if it is correct, and about half time time it isn't and I have to update it again.

Does anyone else ever see this? Any ideas on how to correct it? Am I doing something wrong on the insert of the field markers?

Thanks,

-Frank

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