Email client template on change record

sureshp89882164
Tera Contributor

‎03-28-2025 09:56 PM

Need help for  to create email client template on change record need to get related list field "approver" in to the conditions along with below conditions.

This template will appear on Change Record email function When the  below Change Request conditions are met.

  • When the Sponsoring Domain  starts with NZ
  • Type of change is Normal
  • State of the Change is closed 
  • Risk is Low
  • Process is Prod

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sureshp89882164_1-1743224108176.png

 

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Robert H
Mega Sage

‎03-29-2025 12:14 AM

Hello @sureshp89882164 ,

 

You cannot reach the approvers data through the Conditions, because the Change Request record has no reference to the Approval table.

Can you please share the exact requirements regarding the approvers? Maybe there can be an alternative approach.

 

Regards,

Robert

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎03-29-2025 12:57 AM

Hi @sureshp89882164 

 

This isn’t possible with the email template because the email template is on the change table, while the approval sits on the sys_approval table. There is no direct link between them. Additionally, without the approval being generated, the template becomes useless.

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