Need email client template for Demand workspace

[RishabhB]

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?

[Mark Manders]

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

[RishabhB]

Expected template

Currently displays

[Mark Manders]

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]

Hi have you check the execution order