To setup the Email Templates for Quote Collaboration
In order to send emails to the Sales rep and Collaborator for different actions involved in Quote Collaboration Lifecycle, you must setup the following email templates in your org.
Template Name | Description |
|---|---|
Collaboration Task Assigned | When sales rep assigns the configuration to a collaborator, collaborator receives an email. The content of the email is controlled from Collaboration Task Assigned template. |
Collaboration Task Completed | When collaborator submits his configuration, sales rep receives an email. The content of the email is controlled from Collaboration Task Completed template. |
Collaboration Task Merged | When Sales rep accepts and merges the configuration submitted by the collaborator, collaborator receives an email. The content of the email is controlled from Collaboration Task Merged template. |
Collaboration Task Updated | After assigning a configuration to the collaborator, when sales rep updates such configuration request, the collaborator receives an updated email. The content of the email is controlled from Collaboration Task Updated template. |
Collaboration Request Cancelled | When sales rep updates the configuration request owner and re-submits the same configuration to someone else, the previous collaborator receives a cancellation notification email. The content of the email is controlled from Collaboration Request Cancelled template. |
To setup the email templates, navigate to Setup > Communication Templates > Email Templates and create separate records for the above-mentioned templates.
Once you have created the above-mentioned templates, you need to create workflow rules for Collaboration Request object from , which uses the appropriate template to send out the email notification.
Workflow Rule Name | Object | Evaluation Criteria | Rule Criteria |
|---|---|---|---|
QuoteCollabNotifyOnCreate | Collaboration Request | Evaluate the rule when a record is created, and every time it's edited | OR (AND (ISCHANGED(Apttus_Config2__Status__c), ISPICKVAL(Apttus_Config2__Status__c, 'Submitted')), AND (ISCHANGED(OwnerId), ISPICKVAL(Apttus_Config2__Status__c, 'Submitted'))) |
QuoteCollabNotifyOnUpdate | Collaboration Request | Evaluate the rule when a record is created, and every time it's edited | AND ( NOT(ISCHANGED(OwnerId)), NOT(ISBLANK(Apttus_Config2__ChildConfigurationId__c)), NOT(ISCHANGED(Apttus_Config2__ChildConfigurationId__c)), ISPICKVAL(Apttus_Config2__Status__c, 'Submitted'), ISCHANGED( LastModifiedDate ) ) |
QuoteCollabNotifyOnComplete | Collaboration Request | Evaluate the rule when a record is created, and every time it's edited | AND (ISCHANGED(Apttus_Config2__Status__c), ISPICKVAL(Apttus_Config2__Status__c, 'Completed')) |
QuoteCollabNotifyOnAccept | Collaboration Request | Evaluate the rule when a record is created, and every time it's edited | AND (ISCHANGED(Apttus_Config2__Status__c), ISPICKVAL(Apttus_Config2__Status__c, 'Accepted')) |
QuoteCollabCancelNotificationOnChangeOfOwner | Collaboration Request | Evaluate the rule when a record is created, and every time it's edited | AND ( ISCHANGED(OwnerId), ISCHANGED( LastModifiedDate ), ISPICKVAL(PRIORVALUE( Apttus_Config2__Status__c ), 'Submitted' ) ) |
QuoteCollabNotifyOnUpdateAfterCompletion | Collaboration Request | Evaluate the rule when a record is created, and every time it's edited | AND ( NOT(ISCHANGED(OwnerId)), AND( ISCHANGED(Apttus_Config2__Status__c ), ISPICKVAL(Apttus_Config2__Status__c , "Submitted"), OR( ISPICKVAL(PRIORVALUE(Apttus_Config2__Status__c ), "Completed"), ISPICKVAL(PRIORVALUE(Apttus_Config2__Status__c ), "Accepted") ) ), ISCHANGED( LastModifiedDate ) ) |
For the corresponding Workflow Rules, create the appropriate email alert action (email template, and the recipient) from the Workflow Actions section.
