Need email client template for Demand workspace

RishabhB
Tera Contributor

Dear Community Experts,

 

The requirement is to be able to send an email from a Demand record inside Portfolio Planning Workspace > Planning Item on click on Compose Email.

I've setup Email Client = true in "sn_align_core_demand" table and created an Email Client Template for the same table. I can still see a create email draft template with save button which is not the same as I have designed

Could you please guide me on this?

5 REPLIES 5

Mark Manders
Tera Patron

Can you share what you see and what you created? That would help in pinpointing to the cause.

RishabhB_0-1724392322144.png

Expected template

 

RishabhB_1-1724392418458.png

Currently displays

Mark Manders
Tera Patron

Can you do an insert&stay on the template and copy it for the dmn_demand table? Or is that where your first screenshot is coming from?

hari_9
Tera Contributor

Hi have you check the execution order