Email client template available as per groups

[Jaya9]

Hi ,

I have created 3 email client templates and i want those to be available as per groups/users .

3 templates : rfq quotation , rfq reminder , rfq testing Groups : A,B,C

For eg : First template is rfq quotation that should be only availble to a group 'A' and other groups should not see this template from compose email option in workspace .

second template rfq reminder should be available only for group 'B'

similarly rfq testing should be available only for group 'C'.

Kindly provide ur input .

Regards,

jaya

[Ankur Bawiskar · Accepted solution]

@Jaya9 

you can restrict email client template based on fields of that table and not based on any other condition.

As a workaround store the group name in some hidden field of your table and then use that in condition of those 3 email client templates

You can try to use query business rule but I won't recommend doing that as it might impact other places as well.

OR

you can try to use Table level READ ACL on email client template but again this involves lot of maintenance

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@Jaya9 

check this and enhance if that works

Email Client Template should visible to specific role. 

If my response helped please mark it correct and close the thread so that it benefits future readers.