Need email client template for Demand workspace
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08-22-2024 09:52 PM
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?
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08-22-2024 10:41 PM
Can you share what you see and what you created? That would help in pinpointing to the cause.
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08-22-2024 10:55 PM
Expected template
Currently displays
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08-22-2024 11:26 PM
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?
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08-23-2024 02:23 AM
Hi have you check the execution order